Articles on: PlanSmart

Audit Planning Per Month

  1. Select PlanSmart



  1. Select Planning



  1. Click on Audit Planning per Month



  1. Filter the report as required



  1. Click on Show Report



  1. This report will display all of your clients marked for the Audit service and their relevant planning month as well as the user assigned to that client.



  1. If no planning month has been allocated click on Update.



  1. Select the Planning month



  1. Click on Save Details



  1. A green checkmark will now appear along with the relevant user once the planning month has been saved.


Updated on: 31/10/2024

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