Verifying a business code in SMSF Sorted

How to verify a business code in SMSF Sorted

Overview

From SMSF Sorted release 2.2 (October 2020) firms need to verify the business codes that are linked to ensure that data can be imported correctly. This verification may involve external firms if an SMSF Sorted site is connected to an external Accountant or Administrator. This article covers what is involved in various scenarios.

Verifying a business code where no external parties are involved

For sites that only work on funds relating to their own firm, the process of verifying the Class/BGL business code is as follows:
  1. From the business level dashboard, click on your User Profile icon in the top left corner, and select My Profile



  2. Click the Company Profile tab



  3. The bottom half of the screen will display Link Business Code Details


  4. Click the Add business dropdown, and select the relevant software
  5. The user will then be asked to login to their instance of Class or BGL. After logging in, an Allow Access screen is displayed. Click the Allow Access button to continue.

     

    For BGL users, the screen will ask you to Authorise Access



  6. Once access is successfully granted, a message will appear at the bottom of the screen



  7. The Link Business Code Details are then updated with details of the verified business code

  8. A confirmation email will be sent similar to the one below:


NOTE: The verification will trigger a data update process for all existing jobs for the authorised business code. This will take up to 24 hours to complete for all funds under the verified business code. Users would not be able to reimport data for existing funds during this time.

Verifying a business code if the code belongs to a connected Accountant/Administrator

SMSF Sorted firm

  1. From the Business level dashboard navigate to Admin > Connect to bring up your list of connected businesses



  2. Click the ... icon in the Action column, and select Business Code Details.



  3. Click Add Code for the relevant software provider



    You will then be asked for login credentials to the software. Once entered, a message will be sent to the Class or BGL firm to verify the request, and the business code will be displayed as Pending verification.

Connected Accountant/Administrator

  1. The connected Accountant/Administrator will receive an email similar to the one shown below


  2. Following the instructions, the connected accountant will need to login to their SMSF Sorted portal, and navigate to Admin > Connect, then click the ... icon in the Action Column, selecting Business Code Details.


  3. Click Verify to confirm the code



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