Deleting Jobs

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 2: Click on Action icon alongside the job that you want to delete and select Delete Job option.



Step 3: Click on Delete on the appearing pop-up to confirm the action.



Step 4: A confirmation Toast message will appear on your screen as shown below.

NotesNote: You can not delete any job that has already been submitted to the auditor. If you still want to do so, you have to delete the client.

    • Related Articles

    • Creating Jobs

      Introduction Here's how you can create a job for your clients, follow the simple easy steps below to create jobs. How to Create a Job Step 1: Click on Clients > Manage Clients. Step 2: Under the Action column, click the three-dot icon and select ...
    • SMSF Sorted Release v3.1.5

      Creating Jobs in Bulk: The bulk jobs feature allows users to create jobs of a financial year for multiple clients in one go. Users can select 50 clients at a time and create the jobs for them with just a few clicks. One of the best part of this ...
    • Creating Manual Job

      Creating Job for Manual Fund 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. Step 1: Click on Clients > ...
    • SMSF Sorted - Job Type Classification

      SMSF Sorted - Job Type Classification Following release 3.1, the Job-Type field will automatically pre-fill for BGL360, Class and Supermate. Job-Type is either "Year-End" or "Wind-Up" BGL360, Class & Supermate Funds: If a fund has been marked as a ...
    • SMSF Sorted - Tutorial Video Part 2 - Importing Funds and Creating Jobs

      Tutorial Video Part 2 - Importing Funds and Creating Jobs This video provides a demonstration on how to import funds from Class or BGL360 and how to create a 'Job' to reconcile the fund and prepare the Audit Workpapers.