Filtering Queries in SMSF Sorted
Overview
When using SMSF Sorted you will inevitably end up with a number of queries built up. This article explains how to filter to show those that are Sent, and those that are received, rather than one combined list.
Query Filters
With the release of SMSF Sorted 2.2, users can now filter Queries to show just those that have been received or those that have been sent to others.
NOTE: This applies to both Internal and External Queries
- From the main business level dashboard, click the "View all Queries" link
The Queries page will then be displayed
- Click the drop drown for Select Query Type, then select Received Queries or Sent queries as desired.
Related Articles
SMSF Sorted release 3.0
Release Contents This latest release of SMSF Sorted delivers several new features including the ability to receive Audit Engagement & Trustee Representation letter templates from audit firms using our Cloudoffis Auditomation product, along with new ...
SMSF Sorted release 3.1
Release Contents We are pleased to announce the release of our new data Sync feature which will help maintain data across both SMSF Sorted and Sorted Lite. Accountants and Administrators can now upload and bookmark documents in either Sorted Lite or ...
Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator
Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator SMSF Sorted Enterprise provides a platform to accountants where they can connect with Administrator Firms and review the Workpapers of outsourced jobs to Administrator ...
Viewing and Responding to Audit Queries
Viewing and Responding to Audit Queries If the auditor raises an audit query during their review, the staff member assigned to the audit on the Accounting Portal will receive a notification. The staff member should then log in to their SMSF ...
SMSF Sorted Workpapers
Introduction With the release of SMSF Sorted 2.5, Cloudoffis has introduced workpapers to support the preparation of the Financial Statements. This article will outline how to access this feature, and what workpapers are available. What are the ...