Creating Jobs

Creating Jobs

Introduction

Here's how you can create a job for your clients, follow the simple easy steps below to create jobs.

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 Job.



Step 3: Provide job information such as client name, SMSF ID, mapped accountant, financial year, preparer, manager, and reviewer.
Step 4: Click Create Job.



Step 5: Your job will be successfully created, and you can then import lead schedules or manage documents using the respective buttons.


How to Create Bulk Jobs

  1. The Bulk Jobs feature streamlines the process of creating jobs for multiple clients within a financial year. 
  2. This allows you to select up to 50 clients simultaneously and generate jobs for them with just a few clicks. 
  3. One of the notable advantages of this feature is the automatic assignment of job roles (preparer, manager, and reviewer) based on data from the previous year's jobs. However, these assignments can be customized if necessary. 
  4. Additionally, the Bulk Jobs feature automatically generates Document Management System (DMS) folders for the created jobs. Below are the detailed steps to create jobs in bulk:
Step 1: Navigate to the Clients > Manage Clients page.



Step 2: Now click on the Create Bulk Jobs button.



Step 3: Select the Latest Previous Year's Job




OR

Step 3: If no previous year's job exists for a selected client, you can choose NA. 

Step 4: Now click on the Filter button.



Notes

Note: This will Filter the clients for which you want to create jobs in bulk. 


Step 5: Use the available checkboxes and select the clients, then click Next to confirm the bulk job details and job assignees.




Notes
Note:
  1. The roles of preparer, manager, and reviewer are automatically filled based on the assignees listed in the previous year's job. 
  2. You can modify the assignees either in bulk from the top taskbar or individually by updating each role at the job level below from the available drop-down. 

Step 6: Click on Apply to reconfirm the bulk job's financial year and job assignees.

Step 7: Finally, click on the Create Bulk Jobs button to proceed.




Step 8: Confirm your action by clicking on Create Bulk Jobs again. 



  1. Please note that the processing time may vary depending on the size and number of jobs. 
  2. You will be notified via email once the jobs have been created.
  3. The email notification will provide a summary of jobs created successfully and any failed job creations. 
  4. You can refer to the attached report for more detailed information. 
  5. For any jobs that failed to be created, you can rectify the error by consulting the "Reason for Failure" column in the attached report and then creating those jobs again. 
  6. This feature simplifies and accelerates the process of job creation for multiple clients, enhancing efficiency and accuracy.

    • Related Articles

    • Deleting Jobs

      Introduction Here's how you can delete a job for your clients, follow the simple easy steps outlined below. How to Delete a Job Follow the steps mentioned below to Delete the Job. Step 1: Click on Clients > Manage Jobs > Queue Job(s)/My Job(s). Step ...

    • SMSF Sorted Release v3.1.5

      Creating Jobs in Bulk: The bulk jobs feature allows users to create jobs of a financial year for multiple clients in one go. Users can select 50 clients at a time and create the jobs for them with just a few clicks. One of the best part of this ...

    • Creating Manual Job

      Creating Job for Manual Fund While creating a job for a manually added fund, you will not have an option of Create Job, instead you will see Submit to Auditor option. Here's how you can create job for manually added funds. Step 1: Click on Clients > ...

    • 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 - Tutorial Video Part 2 - Importing Funds and Creating Jobs

      Tutorial Video Part 2 - Importing Funds and Creating Jobs This video provides a demonstration on how to import funds from Class or BGL360 and how to create a 'Job' to reconcile the fund and prepare the Audit Workpapers.