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Recent Articles
How to sign off on financials
Introduction Ensuring financial statement accuracy is vital. We've added a new Sign-off feature to Sorted Pro’s Workflow, making it easier to track who has approved financials. Now, the person approving/signing off the financials can simply check the ...How to Delete a Document
Introduction If you've mistakenly uploaded a document in the fund, follow these steps to remove it: How to Delete a Document Step 1: Go to the Audit Console page and select DMS from the top taskbar. Step 2: Choose the Fund Name and Folder. Step 3: To ...Empowering Partners and Directors with New Sign-off Feature for Financials
Introducing Signoff Ensuring financial statement accuracy is vital. We've added a new Sign-off feature to Sorted Pro’s Workflow, making it easier to track who has approved financials. Now, the person approving/signing off the financials can simply ...Organise Documents
Introduction Introducing the enhanced Organise Documents feature in Sorted, offering streamlined document management. Users can now easily filter, remove roll forwards, and delete all bookmarks in just one click. With improved icons and intuitive ...SSO Authentication
SSO Authentication Process (Azure) Follow the steps given below to authenticate SSO in Azure. Step 1: Log in to the Azure portal. Open your web browser and navigate to https://portal.azure.com. Step 2: Go to Azure Active Directory service from the ...
Popular Articles
Errors related to access in the accounting software
Errors related to access in the accounting software On occasions you may receive API authority errors when trying to import the lead schedule (Process Audit Job), the below errors are the most common and are due to the API authority token provided by ...Release 4.3
Release 4.3 Thank you for all of your invaluable feedback & suggestions. Some of these have taken time to build but it is very exciting to see them available. We still have many suggestions and ideas under review and many more scheduled for release ...Release 5.2
1) Update in Job Stage and Statuses Below will be new in the job stage and status: On Hold : Introducing a new stage and status. This is in purpose to use to keep any job on hold and can be used in managing workflow. The accountant will also be able ...Audit Letters and Reports
Introduction The report templates have been organized into two main categories: Pre-Audit Templates and Post-Audit Templates. Pre-Audit Templates: Audit Engagement Letter Trustee Representation Letter Ethical Clearance Letter Post-Audit Templates: ...Release 3.0
Dashboard Overview Highlighting the additional functionality of the new dashboard and a brief description of the new functions Already Released Improvements · Re-import feature with override or delete existing data options. ...