Confirmation.community

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Bank Instructions

Responder

Instructions

Client Profile

Step 1

Client Profile

Accounts

Step 2

Accounts

Client Authorisation

Step 3

Client Authorisation

Initiate

Step 4

Initiate

Download

Step 5

Download


Featured Articles


Customer Community Tutorial

Video -  11/09/2015

This is a quick overview tutorial of the CQS Confirmations Customer Community.

How Banks Respond per Form Type

Manual -  02/10/2015

This one page user manual depicts which financial institutions will respond to the different forms on an account by account or entity wide basis. A full list of the forms accepted by the different financial institutions is also reflected on the guide.

Manual on SAAPS 6 Forms

Manual -  05/08/2015

The South African Auditing Practice Statement (SAAPS) 6 provides implementation guidance to auditors when using external confirmation procedures to obtain audit evidence, either manually or electronically, from financial institutions to meet the requirements of ISA 505 External Confirmations. This user manual summarizes  SAAPS6 and discusses how it is applicable to Confirmation.com. The different form types are also discussed in this user manual.

Popular Articles


Changing Client Signers on Forms

How to Guide -  07/08/2015

This How to Guide provides the user with a screen by screen guide on changing client signers on different forms. Third party responders require client authorisation from a bank mandated client signer before releasing client information to a requesting auditor. Different client signers can be assigned to different forms in a client profile. 

Roll Forward of a Client Profile

How to Guide -  18/01/2016

This How to Guide provides the user with a screen by screen guide on how to roll forward client profiles.

Sending a Future Dated Request

How to Guide -  07/08/2015

This How to Guide provides the user with a screen by screen guide on how to send future dated requests.

Latest Articles


Supervisor Rights Form

Manual -  31/08/2016

Audit firms can appoint one or more Supervisors to oversee usage of Confirmation.com. To activate supervisor rights for a user in a firm, download and complete the form and send it to confirmations@cqs.co.za.

Firm Wide Credit Card

Manual -  31/08/2016

High volume users have the option to move to centralized billing, linking all purchases by one or more offices to a single credit card. Where Office Billing is enabled, we recommend setting up one or more "Supervisors"to oversee office activity.

Audit Supervisor Guide

Manual -  31/08/2016

Audit firms can appoint one or more supervisors to oversee usage of Confirmation.com. Supervisors have the ability to manage both clients and auditors linked to a firm profile and where Office Billing is enabled, we recommend setting up one or more "Supervisors"to oversee office activity.

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CQS Technology Holdings is one of South Africa’s leading software houses specialising in the design, development and deployment of software solutions for financial professionals. CQS provides a full range of professional services and “best of breed” solutions to nearly 4,000 customers spanning Audit, Risk Management and Corporate Performance Management.

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