How to Link SMSF Sorted Enterprise to Sorted Lite

Introduction

If you have activated Sorted Lite in Class you can link this to your SMSF Sorted Enterprise portal.  Once linked,  all users will have access to the Sync feature and will be able to transfer data between Sorted Lite and SMSF Sorted. 

Note - This step only needs to be completed once.  After the link is established all users will have access to the Sync feature and will be able to transfer data between Sorted Lite and SMSF Sorted.  

Step 1: From Class, choose a fund ready to be transferred.  Navigate to Periodic Processing > Period Update and select the relevant Financial Year. 

Step 2: Click Finalise Workpaper.  

Step 3: The Sorted Lite Workpaper screen will open.    Click on the Link Your Sorted Portal.

Step 4: You will be prompted to enter your SMSF Sorted login credentials.

Step 5: Enter your details and click Login.  

The link will be authorised and the sync feature will be enabled. 

The ABN assigned to the SMSF Sorted Professional portal and the ABN used to activate the Class Sorted Lite portal must match to enable the portals to be linked.  If you require assistance please contact support@cloudoffis.com.au.

• Related Articles

• 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 ...

• SMSF Sorted Lite - What does the "Re-import and Sync" button do?

  What does the "Re-import and Sync" button do? Documents and Financial Data are transferred separately when Syncing data between Sorted Lite and SMSF Sorted Professional and Enterprise. Separating the transfer of this information means that you will ...

• Syncing from Sorted Lite when the Client and Job already exist in SMSF Sorted

  Syncing from Sorted Lite when the Client and Job already exist in SMSF Sorted Follow the steps below to Sync data from Sorted Lite if the client and job already exist in SMSF Sorted. Step 1 - From Class, choose the fund ready to be transferred. ...

• Syncing from Sorted Lite before the Client or Job is created in SMSF Sorted

  Syncing from Sorted Lite before the Client or Job is created in SMSF Sorted Follow the steps below to Sync data from Sorted Lite if the client or job has not yet been created in SMSF Sorted. Step 1 - From Class, choose the fund ready to be ...

• SMSF Sorted Lite - How to Link SMSF Sorted Professional or Enterprise to Sorted Lite

  How to Link SMSF Sorted Professional or Enterprise to Sorted Lite If you have activated Sorted Lite in Class you can link this to your SMSF Sorted Professional or Enterprise Portal. Once linked, all users will have access to the Sync feature and will ...