How to re-authorise the clients in SMSF Sorted?

Introduction

To Re-authorise clients in SMSF Sorted, follow the steps given below:

How to Re-Authorise Clients in SMSF Sorted?

Step 1: Go to Clients > Manage Clients.

Step 2: Click on the Re-Authorise button to re-authorise the client.

• Related Articles

• How to Re-authorise Clients

  Introduction Sometimes the Authorization expires of the accounting software from where the funds are imported in SMSF Sorted because of which accountants can not Re-Import the Client. To avoid this situation we have an option to Reauthorise Clients ...

• How to Import & Re-import Clients

  Introduction Here's how you can Import and Reimport clients in Sorted. How to Import Clients Step 1: Click on Clients > Manage Clients > Import Clients. Step 2: Choose from four options to import jobs from Class, BGL 360, SuperMate, or manual upload. ...

• Column selection in Maintain Jobs & Maintain Clients

  Overview This article will explain how to limit the columns displayed in Maintain Jobs & Maintain Clients Column Selection Next to Search box on both Maintain Jobs and Maintain clients, there is a Column Filter icon available. Clicking on this icon ...

• Re-assigning Client Contact - SMSF Sorted Basic

  Introduction You can easily re-assign the client contact yourself by following these simple steps: How to Re-assign Client Contact Step 1: Click on Clients > Manage Jobs. Step 2: Now click on Submitted to Auditor(s) tab. Step 3: Click on the 3-dot ...

• 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 ...