SSO Authentication Process (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 left-hand menu. Step 3: Select Enterprise Applications from ...
What's New 6.2.4
Prepared by, Reviewed by, and Audited by Sign offs We've introduced a comprehensive feature on the Job, allowing users to effortlessly track individuals responsible for preparing, reviewing, and auditing audit files. Keep tracks on completion dates ...
Email and Notifications on Sorted Lite
Introduction We've introduced a new feature on Sorted Lite that enables accountants to receive notifications. These notifications provide valuable updates about various activities performed on the platform, ensuring efficient communication and task ...
How to Re-authorise Clients
Introduction Sometimes the Authorization expires of the accounting software from where the funds are imported in SMSF Sorted because of which accountants can not Re-Import the Client. To avoid this situation we have an option to Reauthorise Clients ...
Introduction This guide explains how to manage your staff members within your organization. You can view, create, edit, and deactivate staff members, as well as explore their roles and permissions. Creating a New Staff Member Step 1: Click on Admin > ...