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.

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.

Step 4: Once done, click on Save button.

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

Related Articles
Auditomation Basic portal
Introduction This guide will walk you through the process of setting up your account and using the key features available to you. SMSF Auditomation Basic is designed for auditors whose accountants are using SMSF Sorted Pro. Accountants can complete ...
Creating Staff in SMSF Sorted Basic
Introduction To get going with the processing of SMSF fund, it is import to provide access to the required staff of your firm. Here's all you need to know about creating staff in SMSF Sorted Basic portal. Roles and Permissions There are three roles ...
Understanding Job Stage Synchronisation between Sorted and Auditomation
Introduction Sorted and Auditomation are integrated and designed to streamline SMSF accounting and auditing processes. This integration allows users to track the status of a job created for a financial year (FY) across both platforms. This article ...
Invoice Settings
Introduction Within the system, fees for various scenarios at the Admin level can be configured. There are two main types of fees available: Flat Fees: This represents a fixed, predetermined fee. Fees Based on Job Complexity: This refers to fees ...
Fund Dashboard
Introduction The Fund Dashboard provides a concise and comprehensive overview of important information related to the fund. Here are the key elements displayed on this page: Fund Details Fund Name: [Name of the Fund] Financial Year: [Financial Year] ...