How to Reimport Lead Schedule - Sorted

How to Reimport Lead Schedule - Sorted

Introduction

This process is useful if there's been any changes made in the accounting software and you want them to reflect in SMSF Sorted as well. To Re-Import Lead Schedule, follow the steps given below:

How to Reimport Lead Schedule

You can Reimport the Lead Schedule from DMS and Job Dashboard. The process for both the modules remains the same.
Step 1: Click on the Reimport Lead Schedule icon. 
Step 2: You can either Overwrite Existing Data or Delete Existing Data while Re-importing Lead Schedule. Select the most suitable option to process forward and hit Re-import.
Note: You can also click on Include Sorted Lite Documents by clicking on the respective checkbox and this action will tag the documents automatically to the same line items where they have been tagged in SMSF Sorted Lite(Class).



Step 3: Confirm and click OK on the appearing pop-up.



Step 4: The reimport process will begin.



Note: If Re-authorising the client is required, follow the steps given in this KB article.

    • Related Articles

    • Re-import the Lead Schedule - Sorted

      Introduction Here's how you can Re-import Lead Schedule for a Job. How to Re-import Lead Schedule Step 1: Click on the Fund Dashboard, and select the you want to re-import the lead schedule. Step 2: Click on the Re-import Lead Schedule button. Step ...

    • How to reimport a client into SMSF Sorted

      Overview After importing a client into SMSF Sorted, you may note that some data is missing, such as Fund ABN, GST Status or a member's Date of Birth. This information comes from the data in Class or BGL, and should be updated in the administration ...

    • Navigating around DMS in SMSF Sorted

      Overview SMSF Sorted's Document Management System (DMS) is a key part of the overall system. This article will give a high-level overview of how to navigate around the DMS. The DMS The DMS is accessible from the business level dashboard by clicking ...

    • SMSF Sorted Release 2.5

      Release Contents New in SMSF Sorted 2.5 We have introduced an exciting new financial workpapers feature to SMSF Sorted. As part of this initial release, workpapers will be available for Property, GST reconciliation, and Tax reconciliation These will ...

    • SMSF Sorted Workpaper - GST Reconciliation

      SMSF Sorted Workpaper - GST Reconciliation This article will provide details on the functionality of SMSF Sorted's GST Reconciliation workpaper. A fund must have reimported the Lead Schedule after the SMSF Sorted 2.6 release (22 May 2021) for the ...