Column selection in Maintain Jobs & Maintain Clients

Column selection in Maintain Jobs & Maintain Clients

Overview

This article will explain how to limit the columns displayed in Maintain Jobs & Maintain Clients

Column Selection

Next to Search box on both Maintain Jobs and Maintain clients, there is a Column Filter icon available.


Clicking on this icon will display a list of relevant columns to that particular page.

To add/remove columns from the display, simply check or uncheck the box next to the column, and the display will update immediately. Next time the user logs into SMSF Sorted, the selected columns only will be displayed.

Columns available on Maintain Clients

  1. Client Name - Cannot be deselected
  2. ABN
  3. Business Code
  4. Business Name
  5. Imported From
  6. Last Imported On
  7. Client Details
  8. Latest Job
  9. Re-Authorize
  10. Mapped Accountant
  11. Imported On
  12. Imported By
  13. Last Imported By
  14. Fund Code
  15. TFN
  16. Fund End Date
  17. Trustee Type

Columns available on Maintain Jobs

The Maintain Jobs screen is made up of a number of tabs, with each tab having slightly different columns available. The table below provides examples for common job categories:

NOTE: Those marked with an * cannot be deselected

Queue Job(s)
My Job(s)
Completed Job(s)
Deleted Job(s)
Client Name*
Client Name*
Client Name*
Client Name*
Year*
Year*
Year*
Year*
ABN
ABN
ABN
ABN
Submitted Date
Submitted Date
Submitted Date
Submitted Date
Company Name
Company Name
Completion Date
Comapny Name
Preparer
Preparer
Company Name
Preparer
Manager
Manager
Preparer
Manager
Reviewer
Reviewer
Manager
Reviewer
Imported From
Imported From
Reviewer
Imported From
Status
Status
Imported From
Deleted Date
Imported On
Completion
Imported On
Deleted By
Business Code
Imported On
Business Code
Imported On
Business Name
Business Code
Business Name
Business Code
Fund Code
Business Name
Fund Code
Business Name
Unsorted Document Count
Fund Code
Unsorted Document Count
Fund Code

Unsorted Document Count




Pinning Columns

Users also have the ability to pin columns to allow them to freeze a column for scrolling.


To pin a column, hover over the column header until a pin icon appears. Click the pin to pin the column. This places the selected column as the first column displayed. The system allows two columns to be pinned at any time.




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