IT MATES

SOFTWARE SOLUTIONS FOR ACCOUNTANTS

Category: Training

  • iXBRL Filing Flow Chart

    iXBRL Submission Flow Chart – Updated

  • Everything iXBRL – Webinar Recording

    Just in case you missed it or need a refresher…

    https://itmates.co.za/watch-the-webinar/

  • How to Submit your FAS – CoR 30.2

    It is a new requirement that you Login to CIPC eServices  in order to complete and submit the FAS – CoR30.2

    Select as below:

     

    This will give you the option to submit iXBRL or FAS – Choose FAS

     

    Complete the Enterprise Number and ‘Validate’

    The relevant Enterprise details will display – Click ‘Continue’

    Complete the FAS and click ‘Continue’ to submitt:

     

    You should receive confirmation:

    You should also receive an email confirming all the details submitted.

    Hope this helps…

  • iXBRL Mate – Launch Webinar

    Our launch webinar for iXBRL Mate was incredible – over 100 people attended but a lot also couldn’t make the live event.

    If you missed it or want to recap you can watch it right here: It’s an edited version to save you time!

  • Backup, Backup, Backup

    Data corruption or loss does happen occasionally and the results can be disastrous. The only sure way to survive this is by ensuring that you have regular backups of all critical data. We see this as so important that we built automated backups directly into AuditMate.

    AuditMate has various backup options so you can find the most suitable backup combination for your firm. You will find the Backup Settings document in the Training Files list on the AuditMate launcher and I included the content here:
    Backup Settings in AuditMate

    AutoBackup Folder
    If this is set, every time you exit a client, an AutoBackup will be created in this folder.
    This is a zipped backup named with the date and time of the backup. The result is that multiple AutoBackups are created as you progress through the client assignment.
    Zipped backups must be ‘Restored’ into a client folder in order to be accessed again as they are system password protected.
    Backup Folder
    This is the default folder for manually initiated backups.
    A zipped backup file is created.
    Zipped backups must be ‘Restored’ into a client folder in order to be accessed again as they are system password protected.
    AutoCopy Folder
    If this is set, every time you exit a client, an AutoCopy will be created in this folder.
    This is a Copy of the current client files and has no passwords associated with it.
    This is useful for copying current client files to a DropBox, Google Drive or OneDrive folder for cloud backups.

    Backups are important, please take them seriously.

  • ITR14 with AuditMate

    We’ve made ITR14 easy with AuditMate! Check out our demonstration below on the ITR14 features available in your AccountsMate and AuditMate licences.

  • Free Webinar – ITR14 made easy with AccountsMate

    Did you know that AccountsMate has an automated system to produce the ITR14 tax return for each of your companies?

    This is the best way to produce an ITR14 tax form!

    Join us for a free webinar on 1 Aug 2017 at 3:00 PM

    We will show you just how easy ITR14 can be!

    Plus you stand a chance to WIN a free 12 month AccountsMate licence!

    Register now at https://attendee.gotowebinar.com/register/7111806519425370882

  • Customising AuditMate for your practice – webinar

    Check out our recording below on customising your AuditMate environment:

  • ClientMate:Tax Overview Webinar

    Check out our training webinar about ClientMate:Tax below!

  • Preparing Financial Statements in AuditMate

    You can watch our guide to preparing your AFS in AuditMate on our YouTube channel!