Changing Audit Job Status
Changing Audit Job Status The Audit Job Status can be updated from the Fund Dashboard. You can update the status using the Audit Job Status Bar or the Change Status icon from Fund Dashboard. Other options available from the quick box in the job or ...
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 ...
Changing Staff for Audit Roles
Changing Staff for Audit Roles The article below explains how to re-assign the staff assigned to an existing audit job. Step 1 - Open the Assigned Staff Menu. There are several ways to trigger the 'Assigned Staff Menu'. Option 1 - From My Audit Job ...
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 ...
Resetting your password in SMSF Sorted
Introduction This article will guide you through the steps to reset your SMSF Sorted password. There are two scenarios, changing the password if the old password has been forgotten, or changing when the old password is known. How to Reset Password ...