Email and Notifications on Sorted Lite

Introduction

We've introduced a new feature on Sorted Lite that enables accountants to receive notifications. These notifications provide valuable updates about various activities performed on the platform, ensuring efficient communication and task management.

Notification Details:

1. Fund Name
   
2. Activity Performed
   
3. Location where you can access or view the activity performed on the portal.
   

Email Details:

1. Fund Name
   
2. Activity Performed

Activities Covered for Notifications:

1. Auditor Shared Pre-Audit Letter
   
2. Accountant Submits Job to Auditor
   
3. Accountant Re-Submits Job to Auditor
   
4. Auditor Sends a Query to Accountant
   
5. Auditor Sends an Email Query to Accountant
   
6. Accountant Replies to Raised Query
   
7. Accountant Replies and Emails Into Raised Query
   
8. Auditor Notify to Client Contact
   
9. Auditor Resolves His Raised Query
   
10. Auditor Shares Post-Audit Letter
    

With the new notification feature on Sorted Lite, accountants can stay informed about important activities related to their clients' funds.

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.

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