How to Run AI

Introduction

The Document Management System (DMS) is a central hub where you can manage documents for various funds. You can upload documents, run AI, view client details, reimport lead schedules, and organize documents from this feature.

DMS is accessible from all modules where you need to manage fund-related documents.

How to Run AI

Step 1: Select the fund in DMS.

Step 2: Click on Run AI.

Step 3: You will see two options: Run AI and View Processed AI Files. Select Run AI again.

Step 4: AI processing will start, and the progress will be shown.

Step 5: After completion, click View to check the AI results.

Step 6: You can also view Processed and Rejected AI-processed files.

Step 7: Clicking on View will redirect you to another page where you can view Saved and Unsaved Files. You can also click on View Observations to view observations.

To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

• Related Articles

• SMSF Sorted - Preparer's Best Practice Guide

  Introduction SMSF Sorted is designed to support preparers by streamlining SMSF workpapers preparation through standardised processes and reduced manual effort. It enables easy client import and job creation, uploading and tagging documents with ...

• AI- Bank Statements

  Introduction With this newly added feature, bank statement details like Account Holder’s Name, Opening Balance, Closing Balance, and Total Interest Received can be automatically checked using the AI feature. Note: Sorted AI feature matches the BSB ...

• AI - ASIC Statements

  Introduction The latest update allows SMSF accountants to effortlessly prepare year-end files. More enhanced and automated than ever before, SMSF sorted advances AI and ASIC integrations to free you from inefficient back-and-forth processes. This ...

• Uploading, Tagging and Roll Forwarding Documents

  Introduction The Document Management System (DMS) is a central hub where you can manage documents for various funds. You can upload documents, Run AI, view Client Details, Reimport Lead Schedules, and Organize Documents from this feature. DMS is ...

• Managing Documents

  Introduction The Document Management System (DMS) in SMSF Sorted is where all fund-related documents are uploaded, stored, and managed. It provides various functionalities for efficiently organizing and handling fund documents. Here's a breakdown of ...