Empowering Partners and Directors with New Sign-off Feature for Financials

Empowering Partners and Directors with New Sign-off Feature for Financials

Introducing Signoff

Ensuring financial statement accuracy is vital. We've added a new Sign-off feature to Sorted Pro’s Workflow, making it easier to track who has approved financials. Now, the person approving/signing off the financials can simply check the Sign-off checkbox. This action will display an audit trail in the Statement of Financial Position and Operating Statement, and these details can also be viewed when downloading the Sorted Work Paper file. You can conveniently monitor the sign-off status right from the dashboard.
With Sorted Pro’s latest feature, tracking approvals is seamless. Click here to know more.

Enhanced Roll-forward feature

Introducing a notable improvement in our latest update! Previously, documents couldn't be rolled forward if jobs for subsequent years were already created. With this update, we've eliminated this restriction. Now, even if jobs for FY 2020 and 2021 exist, documents from FY 2019 will seamlessly transition to subsequent years, ensuring uninterrupted access and streamlined document management.

Stay Informed about Sorted Pro's latest enhancements, ensuring seamless approval tracking and streamlined document management.

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