Dashboard Settings in SMSF Sorted Basic

Dashboard Settings in SMSF Sorted Basic

Introduction
To view all the relevant information and customise your SMSF Sorted Basic Dashboard, follow the steps given below. 
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How to Customise your SMSF Sorted Basic Dashboard
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Step 1: Login into your SMSF Sorted Basic account.

Step 2: Now click on Settings icon from the taskbar.

Step 3: Make sure you have the below settings selected.
  1. Jobs by Status - Audit Jobs
  2. Jobs in Progress - Audit Jobs
  3. Queries - External
Step 4: Once done, click on Save button.

smsf-sorted-basic-dashboard-settings
Your dashboard settings will be saved and you will be able to view all the relevant information on the Dashboard.

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.