External Query Module

External Query Module

External Query Module

When an external connection is made and an audit is assigned by the external party the external query module becomes active instantly.

For more information on how to connect please refer here



External queries can be raised from;

Any checklist or lead schedule line item using the 3 dot menu.





OR

From the Queries and Review Points summary menu.





Note: When you raise a query fro the summary menu you will have to select a section the query relates to, if it is not related to a specific section select None.




For external queries sent to firms using SMSF Sorted the Notify Fund Administrator button is currently not available. 
This will be addressed in a future release.


Once raised the external query will be visible and immediately available within the connected external portal for the Fund Administrator, these queries can be accessed by

Clicking notification icon to open most recent notifications (number will display for any unread notifications)



Once expanded you can select the appropriate notification to open immediately or click View all notifications to go to complete menu.



From the notifications menu you can select the query you would like to view and you will navigate directly to the fund and query



Release 4.0 (July 2019) will include additional query data on the dashboard with improved filters......watch this space.


The below video captures he creation and response process comprehensively.




 

    • Related Articles

    • Using Queries & Review Points

      Introduction While working on SMSF jobs, it is common to raise internal queries or respond to queries from auditors after job submission regarding financials or missing evidence. Additionally, you can leave internal notes, known as Review Points, ...

    • Using Review Points in SMSF Sorted

      Overview This article will explain how to use Review Points on a job in SMSF Sorted. What are Review Points? Review Points are internal notes on a job. They must be referenced to a particular Observation, or to the Statement of Financial Position or ...

    • External Query Module - Dashboard Edition

      External Query Module - Dashboard Edition The below video captures the additional tools created to help auditors and their connected administrators manage External Queries.  This module was created and released with 4.0 but the recent 4.2 release ...

    • How to Efficiently Review with SMSF Sorted

      Introduction In the dynamic world of SMSFs, staying organised and efficient is important. For reviewers using SMSF Sorted, a well-structured workflow can make all the difference in ensuring a thorough review of financial data and associated ...

    • Why can't I find Peer Review in the Change Status options?

      Please Note- This function is only available to SMSF Sorted firms using the Enterprise edition. Problem I can't select Peer Review as an option when I update the status of a job. Solution To enable the Peer Review status options, your business must ...