01 - How to Add & Maintaining Jobs – Aryza Australia

Your firm has been appointed as a Voluntary Administrator (which will later transition to a CVL).

Below we will cover the following process: -

Add a new Job.
Enter additional corporate information.
Enter Directors.
Transition a Job.
Add and delete items in My Shortcuts

Adding a new job

From the toolbar at the top, select New > Job to start the job wizard.

2. From the following screen, select the appointment type then click next. (For Bankruptcy appointments, switch to the personal tab)

3. Click Finish to confirm and start the wizard.

4. Enter the details of the job

Note: The full name should be exactly as it appears on the company search. This is where the name will pull from for all ASIC and ATO lodgments.

The job folder is automatically set up during the job setup wizard. The system uses the Short Name as the client folder name and inserts the folders contained in the Document Management Folder under “Corporate” or “Personal”. Refer to the Job Document Management Folder section below for more details.

5. Click Next and then you can configure the security roles and reporting manager for this job.

Note: It is important that every administration has a Reporting Manager added, as it allows for comprehensive filtered reporting by Reporting Manager, as well as Appointee.

6. Click Next and the appointment details menu will be displayed.

Note:

Job type will be already entered, but you will need to update the App Method by clicking on the ellipsis. then the below screen will pop up and you can choose the App Methods, also you will be able to enter the date of Appointment.

To add Appointee, you need to click Add and the below screen will pop up, then from the drop-down arrow you can choose the appointee's name, Appointment type. and the signatory
you can add more the one appointee name if the appointment type is joint, by repeating the steps of adding an Appointee. (At least one of the appointees needs to be ticked as a signatory)

7. Enter the details of a replacement controller, (if applicable) then click next.

8. Form 505 is generally prepared and lodged on the registered Liquidators ASIC portal. It is not necessary to print/produce, however, if you wish to do so for your own office protocol tick the check box next to the form. You can also double-click the Word document to open it.

Then click Next and the following screen will pop up.

The Job’s address is used as the postal address for the Company. The Practice Addresses and Numbers will default. Confirm the details and click Next.

Note: The Job Address is different from the Practice Address. When producing mail merge documents, most return correspondence will be appropriately directed to the Practice Address. (There are separate replacement fields for the Practice Address).

9. Select the chart of accounts. This is default to the standard set if you do not have specific accounts set up. Once all steps are complete, click next then finish.

You have now set up a new job.

Enter additional job information.

To make full use of the software, you will need to attend to other several matters after completing setting up a new job wizard.

Under the Corporate Information tab, it's important to enter additional details about the job, these are general details you can find in the company search, that will be required for the purpose of reporting to creditors and statutory lodgments.

Click on Corporate tab > Corporate Infor tab > General tab. you can enter information in each field, the below fields may differ a little depending on how your firm is set up, but the concept to enter information is the same. click into the row and start typing then hit enter once done.

2. Under the BAS/STP tab, make sure to enter the CAC number when you have it, you do not have to put the ‘00’ just the single digit

Adding Directors to the Job

Directors of the company need to be added to the Job, as various correspondence is addressed to them in the first few days of external administration.

They can be marked as Preferred Creditors of the company at any stage after that, without having to re-enter their details.

Click on the Corporate tab > Employee Register then click Add.

the following Employee's screen will pop up, enter all the available information. and your screen should look like the screenshot below, Click save and exit once you have done

Note: - If the Director(s) also claims to be a Preferred Creditor, the hyperlink on the top of the Employee window, will allow you to enter the director's claim details. Click ok on the warring pop-up, from the following screen enter the claim details under the Claim tab.

Amend a Job if it has been setup using the wrong Job Type

If you finish setting up your job and realise it should have been a different job type you should amend the job, not run the transition wizard. How to amend a job is explained in this article Amending a job type if you selected the wrong job type

Transitioning a job

Note: - Make sure all the accounts are reconciled before job transitioning.

After opening your Job, select a different Job Type from the drop-down menu.

2. Change Job Type Wizard will pop- up, click on the ellipsis and choose the App Method and enter the remaining Appointment details as per wizard, then click Ok > Next.

3. Document production contains Two ASIC 505s will appear and a 509D for when a Voluntary Administrator is appointed as Liquidator. You can create these or continue without creation. Click next.

4. Ensure that all the account boxes are ticked so that all the balances are transferred to the new job type. Click Next to Finish the Change of Appointment Type Wizard.

Note: -

By completing the change of job type, will add a job history record. The ASIC Forms are added to the Document Management. You can view the details from (General → Appointment →Job History).
As a “new” Job is now created, additional accounts are required to ensure that expenses are not “mixed” for different Job Types. Any general ledger accounts with activity will be automatically selected for replication.
You will be warned if posting to accounts that relate to a previous Job Type. Additionally, the system will automatically change the default Fees and Disbursements Accounts (see Job menu → Job Settings).

Effect of Changing the Job Type

Open the job, Click on Financials >Accounts, now you find Two job Type.

Filters on Reports:-

After adding a new job type, each report selector now includes the option of specifying the job type.

Adding & removing a job from My Shortcuts

in order to easily navigate to the jobs that you work on frequently, you can set up a shortcut.

Click on the Jobs icon under Main Menu. Right-click on your Job. Select Add/remove your Job to ‘job shortcuts’.

Tip! Jobs aren’t the only items you can add to job shortcuts. You can also add Counterparties, Contacts, Employees and Directors, Shareholders, Transactions, The Practice, and Users.