Knowledge Base
SMSF Auditomation
It speeds up your audit process and helps manage your practice with next-generation cloud-based tools.Workpapers Sorted
Discover the future of financial management with our innovative software. Empowering accountants to create, organise, and analyse work papers digitally, it eliminates manual errors and boosts efficiency with automated calculations, data import/exportSMSF Sorted
Deliver structured and compliant SMSF workpapers to auditors in just one click.SMSF Sorted Lite
Sorted Lite empowers accountants using Class Super with document management, workpaper preparation, data submission for audit, auditing tracking, and makes collaborating with your auditor easier using the query module.
Recent Articles
Uploading Documents from Sorted Lite and Syncing to Sorted Pro
Introduction- This article explains the end-to-end process of how documents from Class DMS can be brought into SMSF Sorted Pro using Sorted Lite. Uploading Documents from Sorted Lite and Syncing to Sorted Pro Step 1: Upload Documents in Sorted Lite ...Release Notes – 24/04/2026; Fixes & Stability Improvements
Introduction: We’re pleased to bring you a set of thoughtful enhancements to Workpapers, focused on improving reliability, usability, and overall workflow efficiency. These updates aim to make everyday tasks smoother and more intuitive, helping you ...Level Up Your Workflow With Latest Workpapers Sorted Feature Enhancements
Introduction Workpapers Sorted introduces a series of powerful enhancements designed to improve efficiency, accuracy, and user experience. With improved journal management capabilities, new compliance job types (BAS, IAS, and FBT), auto-save filters, ...How To Change Wind-Up Job Into Year-End Job
Introduction To convert a wind-up job into a year-end job, you must first remove the wind-up dates from the fund details in the relevant accounting software. Removing the wind-up date in the accounting software Class Log in to Class, and select the ...How to Reimport Fund Details
Introduction If any fund details have been updated or modified in the accounting software, you can easily sync those changes with Auditomation. The Reimport Fund Details feature allows you to quickly refresh and update the fund information in your ...
Popular Articles
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 ...SMSF Sorted - Tutorial Video Part 2 - Importing Funds and Creating Jobs
Tutorial Video Part 2 - Importing Funds and Creating Jobs This video provides a demonstration on how to import funds from Class or BGL360 and how to create a 'Job' to reconcile the fund and prepare the Audit Workpapers. To learn more about the ...Dashboard Overview
Introduction The dashboard is the landing page and it displays a glimpse of the data from the various parts of the portal. All the icons and menu items available on the dashboard have been explained as under: On the left side of the portal Company ...