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Introduction The Document Management System is your central hub for all uploaded documents related to your processed jobs. Here, you can: View, Download, or Delete any document. Tag documents to different folders or line items for easy review. ...
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Introduction The Practice Analytics module provides a comprehensive overview of your firm's key metrics through graphical and table representations. This module is divided into My Practice Analytics and Firm Analytics, offers insights into various ...
How To Create A Job
Introduction Creating a job is the very first step to get your work going. You can create a job and assign it to your staff by following the steps given below . Creating Audit Job for Imported Funds Step 1:- Login to the platform using your ...
Submitting & Resubmitting Job to the Auditor
Introduction Once you have successfully imported clients from the accounting software, the next step is to submit the Job to the Auditor. While submitting the job to the auditor, you have an option to Upload Documents and then Review and Submit. How ...
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 ...