For approval, the system displays two options:
1. By selecting "Upload entire scanned paper report" from the drop-down menu, the final PDF report generated in the system must be printed and the board members will sign and indicate the report completion date on the paper report (eg signature sheet). After signing and marking the date, the entire paper report must be scanned and re-uploaded to the system in PDF format.
Download a sample signature sheet
The file in PDF format can be uploaded to the reporting environment "Select file" and by clicking the "Browse" button.
After adding a file, you need to specify the file type and audit. There are two options in the environment for including an auditor's report. If the report is signed on paper and the auditor wishes to present the opinion on paper, they can be submitted together as a single PDF file. Another option is to attach only the signed annual report as a file, and the auditor will add the opinion and confirmation to the portal before submitting the report.
2. However, if you select "Upload a scanned signature sheet" when approving the report, you only need to upload a paper signature sheet signed by the board members and then scanned in PDF format. The signature sheet must also indicate the date of completion of the report (date when the annual report was approved).
Download a sample signature sheet
The report must be signed by at least one member of the management board (provided that the association has no different specifications for representation rights)
The uploaded report / signature sheet must be a scan of the paper report / signature sheet and include all required signatures and the date the report was completed.
If the uploaded report contains the sworn auditor's report, additional information on signing the sworn auditor and the sworn auditor's report must be filled in.
All displayed columns are required for upload.
After adding the report file, setting the file and auditing options, click "Save".
Then, the date of completion of the report must also be entered in the appropriate box in the system and saved.
If the date is indicated, the report will be confirmed by clicking "Approve report". (This is about identifying a person, not giving a digital signature.)
After that a form will open, where you can enter the status of the approving person (e.g. accountant). You can add optional comments in the resolution window.
To continue, click on “Approve report”. The report needs to be approved in the environment by only one person. If the approval has been given in the environment, but you want to change the report, you must cancel your approval and delete the uploaded report. You can delete the file by clicking on the “Delete report document” link next to the report file..