Deleting Documents for Accountants

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• Deleting Documents for Sorted Connect Accountants

  Deleting Documents for Sorted Connect Accountants Documents uploaded to the complimentary accounting portal can be deleted BEFORE they are submitted to the auditor.  To delete a document, navigate to the DMS. Locate the fund and year from the list of ...

• Deleting an Audit Job

  Deleting an Audit Job There is an option to delete assigned or partially created audit jobs prior to processing, please follow the below steps. Prior to processing is defined by the lead schedule not being imported or uploaded. All jobs in this ...

• How to Delete a Document

  Introduction If you've mistakenly uploaded a document in the fund, follow these steps to remove it: How to Delete a Document Step 1: Go to the Audit Console page and select DMS from the top taskbar. Step 2: Choose the Fund Name and Folder. Step 3: To ...

• Audit Basic Portal for the Connected Auditors

  Referenced Audit Workpaper Files Auditors connected with SMSF Sorted Accountants can now download the referenced audit workpaper files. The downloaded file contains the hyperlinks of the source documents tagged on the line items by the accountant. ...

• Audit portal for connected accountants

  Overview This video briefly covers the functionality available for accountants that have a portal connection with their auditor. This portal connection allows an accountant to import client data, upload jobs to their auditor, track the progress of ...