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Adding auditors

Corporate Compliance and Corporate Admin will be retired on 15 April 2024.
You won't be able to use either software after 15 April 2024. Learn what this means for you

From the Auditors tab of the Corporations module, you can add an auditor for a corporation.

How to add an auditor
  1. Select and open the corporation. See Selecting a corporation. The corporation opens at the Details tab.
  2. Click the Auditors tab.
  3. Click Add an auditor on the Task Bar. The Add an auditor screen opens.
  4. Click 
    beside the Auditor field. The Find a contact screen opens.
  5. Search for the auditor in the list and select the auditor.
  6. Click OK.
  7. Enter the Contact name.
  8. Enter the Date of appointment (dd/mm/yyyy) or select the date from the calendar.
  9. Click OK. The new auditor is listed on the Auditors screen.
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