Being Edited
This is where you’ll find the subscriptions you have started drafting but have not submitted.
You are able to edit this and submit once done. You can also delete the subscription if need be.
For Non-Integrated systems, this is the default page to see all the data set uploaded to your Audit Safe dashboard. This is where you start creating an offer for your clients.
Submit an Offer
Once you submit an offer, it will go to the Submitted page of your dashboard.
When you are happy to make an offer, simply click the Make Offer button.
A pop-up message will appear to confirm the sending of the offer and a reminder to download the offer details if you wish to send it via post.
You are also able to edit and delete a subscription in Submitted status and do it again from Data Extracted from Xero or MYOB (integrated systems) or Being Edited (non-integtated systems)
