I created a job by mistake. How do I delete it?

I created a job by mistake. How do I delete it?

Problem

I created a job by mistake. How do I delete it?

Resolution

  1. From the main Dashboard, select Clients > Manage jobs
  2. Right-click the ... icon under Action
  3. Select Delete Job. The Delete Job confirmation appears
  4. Click Delete to remove the job
All deleted jobs will appear under the Deleted Job(s) tab on the main Dashboard. This is kept for audit trail purposes.





    • Related Articles

    • SMSF Sorted - Job Type Classification

      Introduction The Job-Type field in the system is automatically prefilled based on certain conditions. This field specifies whether the job is a Year-End or Wind-Up job. For BGL360, Class, and Supermate Funds: Job-Type Auto-Fill: The Job-Type field ...

    • Deleting an Audit Job

      Deleting an Audit Job There is an option to delete assigned or partially created audit jobs prior to processing, please follow the below steps. Prior to processing is defined by the lead schedule not being imported or uploaded. All jobs in this ...

    • SMSF Sorted - Job Type Classification

      SMSF Sorted - Job Type Classification Following release 3.1, the Job-Type field will automatically pre-fill for BGL360, Class and Supermate.   Job-Type is either "Year-End" or "Wind-Up" BGL360, Class & Supermate Funds: If a fund has been marked as a ...

    • How to Create Bulk Jobs

      Introduction The Bulk Jobs feature streamlines the process of creating jobs for multiple clients within a financial year. This allows you to select up to 50 clients simultaneously and generate jobs for them with just a few clicks. One of the notable ...

    • Can I change the year on a job in SMSF Sorted?

      Problem I created a job in SMSF Sorted in the wrong year. Can I change the year? Resolution No. Once a job is created for a year, that year cannot be changed. The job would need to be deleted, and a job for the correct year created. Any documents ...