Audither Pro — Precision Audit & Quotation Control Suite

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MODULE OPERATING MANUAL MIA Compliant

Audit Fee Quotation Generator

Real-time A4 proposal rendering according to MIA guidelines with SST 8%, disbursement calculators, and instant PDF printing.

CORE CAPABILITIES:

✓ Real-time A4 Document Preview ✓ Custom Line Item Builder ✓ SST & Disbursement Calculation ✓ Direct Acceptance Block

⚡ STEP-BY-STEP OPERATING FLOW:

1

Step 1: Select Accounting Firm & Client

Choose the issuing AF Accounting Firm Profile and target Management Corporation (MC) or Joint Management Body (JMB) client.

2

Step 2: Audit Period & Auto RE Subject Line

Type the financial period (e.g. 1 August 2025 to 31 July 2026). The RE Subject line auto-compiles in real-time.

3

Step 3: Fee Breakdown & Tax Calculation

Add custom fee line items (Statutory Audit, Tax Filing, AGM Fee). Toggle SST 8% and disbursement out-of-pocket expenses.

4

Step 4: Staff Submission & Manager Approval Workflow

Audit Assistants (Staff) submit proposals as Pending Manager Approval. Senior Auditor or Partner logs in to click Approve.

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Step 5: 1:1 Printable A4 & WhatsApp / Email Dispatch

View 1:1 printable MIA compliant document, print to PDF, or dispatch via 1-click WhatsApp and Email message templates.

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MODULE OPERATING MANUAL Live Pipeline

Master Audit Control Tracker

Open Master Audit Control Tracker →

End-to-end engagement lifecycle ledger tracking accounts receipt, field audit, 1st & 2nd partner review, signing pages, and Form C tax filing.

CORE CAPABILITIES:

✓ Single-Line Master Ledger Table ✓ Partner Review Tracking ✓ Clickable Quotation Link Badges ✓ Multi-Status Filter & Cards

⚡ STEP-BY-STEP OPERATING FLOW:

1

Step 1: Automatic Ledger Sync

Every saved quotation automatically creates a 1:1 synced row in the Master Tracker ledger with matching fee and disbursement.

2

Step 2: Field Audit Lifecycle Tracking

Track status from Pending PO -> Accounts Pending -> In Progress -> Partner Review -> Signing Pending -> Form C Tax Filing.

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Step 3: Management Office & PO Reference Indexing

Record PO numbers, assigned PIC auditor, and property management office details (Knight Frank, Henry Butcher, etc.).

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Step 4: Clickable Quotation Link Badges

Click any QUO-2026-XXXX badge inside the ledger to open the original proposal document instantly.

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MODULE OPERATING MANUAL WhatsApp & Email

Message Templates & Dispatch

Open Message Templates & Dispatch →

Automated compilation of dynamic tags ({quotation_no}, {client_name}, {grand_total}) with 1-click WhatsApp and Email sharing directly from proposals.

CORE CAPABILITIES:

✓ Dynamic Placeholder Engine ✓ 1-Click WhatsApp Direct Share ✓ Copy to Clipboard Engine ✓ Customizable Template Library

⚡ STEP-BY-STEP OPERATING FLOW:

1

Step 1: Create & Manage Template Library

Define WhatsApp and Email cover letter message templates with custom channel tags.

2

Step 2: Single-Click Placeholder Insertion

In Add/Edit modals, click tags like {quotation_no}, {client_name}, {grand_total}, {audit_period} to insert them at your cursor.

3

Step 3: Instant Dispatch Modal Popup

Open any quotation view, click 📲 Dispatch Message Template, select your template, and launch WhatsApp Web or Email client with pre-filled content!

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MODULE OPERATING MANUAL Letterhead Profiles

Firm Profiles Management

Open Firm Profiles Management →

Configure multi-firm letterhead profiles including AF registration numbers, MIA membership designations, addresses, and partner signatures.

CORE CAPABILITIES:

✓ AF Registration Handling ✓ MIA Membership Formatting ✓ Partner Signatory Config ✓ Multi-Firm Proposal Support

⚡ STEP-BY-STEP OPERATING FLOW:

1

Step 1: Multi-Firm Letterhead Configuration

Input AF registration number (e.g. AF 002391), MIA membership designation, registered address, telephone, and email.

2

Step 2: Partner Signatory Setup

Define default managing partner signatory names (e.g. Chong Kian Fatt) for A4 proposal letterheads.

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MODULE OPERATING MANUAL JMB & MC CRM

Client CRM Directory

Open Client CRM Directory →

Centralized Management Corporation (MC), Joint Management Body (JMB), and Corporate account directory with attention persons & addresses.

CORE CAPABILITIES:

✓ Management Office Directory ✓ Attention Person Indexing ✓ Registered Address Records ✓ Quick Search & Avatar Icons

⚡ STEP-BY-STEP OPERATING FLOW:

1

Step 1: Register Client Account

Click + Add New Client to store company name, attention person (e.g. Management Committee), email, contact number, and address.

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Step 2: Auto-Fill in Quotations

Registered clients appear in quotation dropdowns with pre-filled attention details and letterhead addresses.

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MODULE OPERATING MANUAL Role Security

Multi-Level User Access Control

Open Multi-Level User Access Control →

Manage user permissions across 3 security tiers: Admin / Managing Partner, Senior Auditor, and Audit Assistant.

CORE CAPABILITIES:

✓ Admin / Partner Governance ✓ Senior Auditor Privileges ✓ Assistant Read-Only Roles ✓ Instant Access Revocation

⚡ STEP-BY-STEP OPERATING FLOW:

1

Step 1: Account Creation & Tier Assignment

Click + Add New User Account to create user accounts and assign one of 3 tiers: Admin / Partner, Senior Auditor, or Audit Assistant.

2

Step 2: Tiered Governance Enforcement

Staff users create proposals in Pending Approval state; Senior Auditors and Partners perform approvals and system configuration.

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MODULE OPERATING MANUAL Audit Compliance

Action Audit Trail Logs

Open Action Audit Trail Logs →

Real-time security activity stream recording all user actions, quotation creations, status changes, timestamps, and IP addresses.

CORE CAPABILITIES:

✓ IP Address Recording ✓ Module Activity Stream ✓ Timestamped Action Audits ✓ Compliance Search & Filter

⚡ STEP-BY-STEP OPERATING FLOW:

1

Step 1: Compliance Stream Monitoring

Review timestamped activity logs of every proposal creation, edit, approval, status change, and user IP address for audit compliance.

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MODULE OPERATING MANUAL SMTP Gateway

Mail Server SMTP Configuration

Open Mail Server SMTP Configuration →

Configure custom SMTP mail server gateways, ports, encryption standards, and send test dispatch emails.

CORE CAPABILITIES:

✓ Custom SMTP Host & Port ✓ TLS / SSL Encryption ✓ Test Email Dispatch ✓ System Credentials Storage

⚡ STEP-BY-STEP OPERATING FLOW:

1

Step 1: SMTP Mailer Gateway Setup

Input custom SMTP Host (e.g. smtp.gmail.com), Port (587 / 465), Username, Password, and Encryption.

2

Step 2: Test Email Dispatch

Click Send Test Email to verify mailer connectivity before dispatching official audit proposals to clients.

Streamline Audit Fee Proposals & Engagement Workflows

Step-by-Step Module Tutorials

Audit Fee Quotation Generator

Master Audit Control Tracker

Message Templates & Dispatch

Firm Profiles Management

Client CRM Directory

Multi-Level User Access Control

Action Audit Trail Logs

Mail Server SMTP Configuration