Creating a Wind-up Job

Creating a Wind-up Job

Introduction

If you have a wind-up fund, you will first have to add a wind-up date in the accounting software. Here's how you can add wind-up date in the accounting firm and then process the wind-up job for the fund.

Adding Wind-up Date in the accounting Software.

Class

  1. Log in to Class.
  2. Go to Fund > Details > Edit.
  3. Enter the End Date and click Save.
adding-wind-up-date-in-class-gif

BGL 360

  1. Login to BGL 360
  2. Select the Fund and click on Edit.
  3. Scroll down and add Wind-up Date.
  4. Once added, click on Save.

adding-wind-up-date-in-bgl-360-gif

SuperMate

  1. Login to SuperMate
  2. Select the Fund and click on Fund Details.
  3. Change the Fund Status as Wound Up, enter the Wound Up Date and click on Save.
add-wind-up-date-in-supermate-gif

Creating wind-up Job in SMSF Sorted.

Once you have added the wind-up date for the fund in the accounting software. Follow the steps mentioned below 
Step 1: Import Client or if you have already imported the client, Re-import the client to reflect the changes.
Step 2: Create a Job and the Wind-up year will automatically appear.

create-wind-up-job-in-smsf-sorted

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

    • Related Articles

    • Creating Manual Job

      Introduction If you are not using any accounting software for processing SMSF funds, you have an option to create manual jobs within SMSF Sorted. While creating a job for a manually added fund, you will not have an option of Create Job, instead you ...

    • SMSF Sorted release 3.1

      Introduction We are pleased to announce the release of our new data Sync feature which will help maintain data across both SMSF Sorted and Sorted Lite. Accountants and Administrators can now upload and bookmark documents in either Sorted Lite or SMSF ...

    • Creating Jobs

      Introduction Here's how you can create a job for your clients, follow the simple easy outlined steps below. How to Create a Job Step 1: Click on Clients > Manage Clients. Step 2: Under the Action column, click the three-dot icon and select Create a ...

    • SMSF Sorted - Job Type Classification

      SMSF Sorted - Job Type Classification Following release 3.1, the Job-Type field will automatically pre-fill for BGL360, Class and Supermate. Job-Type is either "Year-End" or "Wind-Up" BGL360, Class & Supermate Funds: If a fund has been marked as a ...

    • SMSF Sorted Release 2.1

      Release Contents Multi-Factor Authentication has been added to SMSF Sorted logins. This will require users to confirm their identity when logging in using a third-party application, such as Google Authenticator. Click here for more details in our ...