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Manual Fund Upload- The New Way
Introduction With our latest update, users can effortlessly upload Trial Balance in PDF, CSV, XLSX, and XLS formats. The system automatically stores mapped data at the company level, reducing job processing time. Explore the power of AI-driven ...How to Efficiently Review with SMSF Sorted
Introduction In the dynamic world of SMSFs, staying organised and efficient is important. For reviewers using SMSF Sorted, a well-structured workflow can make all the difference in ensuring a thorough review of financial data and associated ...Sorted Lite Tutorial Video
Please refer to the Sorted Lite Tutorial video to overview the Sorted Lite features.How to use Custom Folder for Permanent Documents
Introduction The Custom Folder feature of Permanent Document in the Document Management System (DMS) allows users to create custom subfolders within the Permanent Documents. It enables users to upload, manage documents, and add notes or comments at ...How to check whether you have utilised the license for a Job?
Introduction To check whether a license for a created job has been utilised, you can follow the given steps: Step 1: Click on Audit Job Report. Step 2: Then, click on the Filter button. Step 3: The filters will appear at the top. Select the desired ...
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 ...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. ...Generating and Downloading Audit Files
Generating Audit Files At any stage of your audit, you have the opportunity to generate an Audit File. Generally, this file is generated once an audit is completed. The file can be generated before or after the audit job is changed to the completed ...