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 ...