Deleting Clients

Introduction

Here's how you can delete clients from the manage clients.

How to Delete Clients

Step 1: You can Delete clients from the Inactive Clients Tab, accessible through Clients > Manage Clients. 

Step 2: Click on Delete Client.

Step 3: Select the I Agree checkbox from the appearing pop-up and click on Delete to confirm the action.

Step 4: A confirmation toast message will appear on your screen.

• Related Articles

• Introduction to Manage Clients

  Introduction In the Manage Clients section, you have a powerful set of tools to effectively oversee your clients. This comprehensive module facilitates actions such as creating bulk jobs, importing clients, and exporting data to Excel. You can also ...

• 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 ...

• Importing Clients in SMSF Sorted

  Introduction This article will take you through the steps to import clients from your accounting software for further processing. This process helps to import client details from your accounting software like Fund Name, ABN and more. How to Import ...

• Re-authorising Clients

  Introduction Sometimes the authorisation expires of the accounting software from where the funds are imported in SMSF Sorted because of which accountants can not Re-Import the Client. To avoid this situation we have an option to Reauthorise Clients ...

• Deactivating and Reactivating Clients

  Introduction Below is the user guide to deactivate and reactive clients in SMSF Sorted. How to Deactivate Clients Step 1: Click on Clients > Manage Clients. Step 2: Under the Action column, click the three-dot icon and select Deactivate Client. Step ...