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Apxium Help Center

Apxium Audit Safe

Apxium Audit Safe

Completely automated compliance service.

General Features

Welcome to Audit Safe!

Auditsafe Dashboard Overview

Logging into Auditsafe

How to add Users in Audit Safe dashboard

Reporting Tools - Offer Progress

Reporting Tools - Audit Safe Workflow

Audit Safe Settlements Page

Audit Safe Pricing Page

Audit Safe Data

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Creating Offers/Subscriptions

Data Extracted From Accounting Package

Creating an Offer or Subscription

Editing and Submitting an Offer/Subscription

Updating Client Information for Audit Safe

Subscription on Offer

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Offer Emails and Documentation

Audit Safe - Offer Emails

Audit Safe - Emails Page

Audit Safe - Email Reminders

Accepting / Declining Audit Safe Subscription

AuditSafe Client Portal

Purchasing Audit Safe Compliance Service

Declining the Audit Safe Subscription

Manual Acceptance & Decline of Offer

Active Audit Safe Subscriptions

Audit Safe Active Subscription

Subscription Documentation - Risk Report

Audit Safe Renewal / Rollover

Rolling Over your Non-Integrated Audit Safe Dashboard

Data Rollover for New Year’s Term

Pricing

Audit Safe - Historical Pricing

Others

MYOB AE/AO settings for Audit Safe Invoice Generation

Xero Token Request for Audit Safe Xero Stand-Alone Users

Account Code in Xero for Audit Safe

Importing XPM Data into Audit Safe Dashboard