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 will see Submit to Auditor option. Here's how you can create job for manually added funds.

Creating Job for Manual Fund

Step 1: Click on Clients > Manage Clients.

Step 2: Now click on the three dot icon from the Action column alongside the client name and select Submit to Auditor.

Step 3: Select Financial Year, Client Contact, and Auditor.

Step 4: Upload Trial Balance and document as required and click on Next.

Step 5: Verify details and click on Submit.

Step 6: The job will be successfully submitted to the auditor and will be available under, Clients > Manage Jobs > Submitted to Auditor(s) tab.

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.

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