AAuditPro Suite· Jobs manual
Jobs & Engagements

How a job actually runs — every template, every phase

12 seeded templates power every kind of work an Oman audit firm does — from a clean Annual Audit (TPL-AA) to monthly Bookkeeping (TPL-BK) to quarterly VAT filing (TPL-VAT). This manual walks the lifecycle of creating, executing, billing, and closing a job — with a deep dive on each template.

The end-to-end engagement flow — sketch

From first contact to signed report — the 8-phase engagement workflow SALES PIPELINE M03 Lead → M10 Quote 1 · Acceptance Eng. letter Team + Manager 2 · Plan Risk · Materiality ISA 315/320 3 · TB Import + balance PY ↔ CY 4 · Fieldwork 79 procedures 12 workpapers 5 · Workpapers AJEs · Adj. TB M19 6 · FS pack SFP·SPL·SCF 24 IFRS notes 7 · Review 5-stage chain EQCR · ISA 220 8 · Issue + Lock Signed report SHA-256 · 7y M11 INVOICE Auto-draft on completion Quote → Tax invoice PAYMENT + RECEIPT Allocate · advance Aged AR auto-update M16 ARCHIVE 7-year retention SHA-256 integrity Procedural / control phases Audit-evidence phases (M19) Finance integration (M10/M11) Archive / retention (M16)

The 12 seeded templates

Every template ships with: full task structure (5-phase), tickable checklist items with ISA / IFRS / Oman regulatory references, deliverable list, skills required, folder-structure JSON blueprint, and quality criteria. Click any card below to jump into its dedicated walkthrough.

AA Annual Audit
External · ISA 200-720

Full-scope financial-statement audit. 8 phases. 12 workpapers. 79 procedures. Materiality, AJEs, FS pack, signed report, 7-year archive.
TA Tax Audit
Tax · OTA-driven

OTA / VAT audit support. Compute tax position, gather evidence, defend client during the OTA review.
IA Internal Audit
Assurance · IIA Standards

Risk-based internal audit per IIA Std 2010-2440. Scope memo, fieldwork, findings, report.
SPA Special Purpose Audit
Assurance · ISA 800

Audit of a single FS, account, or specific element — for landlord, lender, donor, or contract requirements.
RE Review Engagement
Assurance · ISRE 2400

Limited assurance — analytical procedures + inquiry. Less work, lower assurance level.
AUP Agreed-Upon Procedures
Assurance · ISRS 4400

Specific procedures the client + user agree to. No opinion expressed — just factual findings.
DD Due Diligence
Advisory · M&A

Pre-acquisition financial DD. Quality-of-earnings, working-capital, deal-issue list. Output: management letter.
CMP Compilation
Advisory · ISRS 4410

Help the client prepare FS without expressing assurance. Format and present, don't audit or review.
BK Bookkeeping
Outsourcing · monthly

Monthly journal posting, bank rec, VAT prep, management reports. Recurring engagement.
VAT Quarterly VAT Filing
Tax · RD 121/2020

Compile sales/purchase data, compute output/input VAT, file VAT return on OTA portal by deadline.
CIT Corporate Tax Return
Tax · Oman CIT Law

Annual CIT computation + return. Tax-adjustments, deferred-tax, return filing on OTA portal.
PAY Payroll
Outsourcing · WPS

Monthly payroll computation, allowances, deductions, PASI, WPS SIF generation, payslip distribution.

The 8-step workflow (applies to every template)

Every job — Annual Audit or Bookkeeping or VAT — runs the same 8-step lifecycle. The content of the work changes per template; the mechanics don't. Walk these in order:

  1. Template anatomy

    What's inside a template — tasks, checklist items, references, folder structure, deliverables. Understand this once and the rest makes sense.

  2. Create the job

    From wizard to dashboard — pick template, set FY, allocate team, watch tasks materialise + folder skeleton appear in storage/jobs/{id}/.

  3. Walk the task board

    5 phases · 8+ tasks · status lifecycle — Planning → Fieldwork → Reporting → Review → Admin. Drag-drop kanban, filter by phase + assignee + status.

  4. Checklist cascade

    The bidirectional sync — first tick auto-promotes task to in_progress; full clear demotes back. ISA / IFRS references on every item.

  5. Files + comments

    Polymorphic attachments + threaded discussions — 25 MB cap, MIME validation, internal-vs-client visibility flag, comment edit/delete by author only.

  6. Status lifecycle

    not_started → in_progress → completed → archived — validated transitions, post-commit hooks (notifications, auto-invoice, EOSB-style triggers).

  7. Billing the job

    Auto-draft invoice on completion — inherits client + fee + T&Cs, partner approves + sends, advance balance auto-applies, M11 state machine drives.

  8. Close + archive

    7-year retention pack — workpapers + AJEs + FS + report + audit trail → SHA-256 ZIP → off-site sync.

Naming convention

Job number is auto-issued: JOB{YYYY}/{NNNN}. Folder under storage/jobs/{id}/ is auto-materialised at create time using template tokens ({CLIENT}, {FY}, {PROJECT}). Don't rename — the system tracks state by id, the path is just for human navigation.

Where to start

If you're new to AuditPro: read Template anatomy → Create the job → TPL-AA deep dive. That trio gives you the mental model for everything else.