SMSF Auditomation Portal New Version Release - Enhanced Features
Introduction
Enhanced Features
- Look & Feel: Prepare to be dazzled! Our portal has been transformed with new icons, colour coding, and improved placements. Navigate effortlessly and enjoy a visually stunning journey.
Old Dashboard
Better User Dashboard: A new dawn of simplicity! Witness all statuses in one place, accompanied by query and job snapshots conveniently located on the left. Stay informed at a glance.
Enhanced Columns: Filter columns, adjust their size, sort column data, change columns, and even pin them. Your customisation powers are now limitless.
Improved Fund Dashboard: Behold an all-encompassing view at a single glance. The Better Fund Dashboard provides you with comprehensive insights into your funds effortlessly.
Main Menu vs. Fund Menu Switch: Seamlessly transition between the Main Menu and Fund Menu. We've moved the main menu to the left, making switching a breeze.
Global Search: Unlock the universe with Global Search! Access it from any page and swiftly find what you're looking for.
Tab-tactic Experience: Embrace the multitasking maestro in you. Open every item in a new tab, ensuring that your workflow remains uninterrupted.
Page-specific Guides: Your guiding light at every step. Each page now comes equipped with its guide, providing you assistance when you need it the most. By clicking on the "?" icon you will be directly redirected to the page-specific guide.
Pin Column Headings: Stay in control with frozen column headings that always remain visible as you scroll, delivering a smooth navigation experience.
Process Revolution: Say hello to a holistic view! Enjoy the convenience of a one-page view that encompasses Financials, checklists, and the search panel. Say goodbye to unnecessary clicks!
Collapsible Menus: Maximising screen space is a breeze. Collapse the main menu and other menus when they're not in use, letting you focus on what truly matters.
Slider Power: Actions made simple! Engage with various actions using sliders, eliminating the need for redirecting to new pages.
DMS Document Editing: Empowerment at your fingertips. Edit document names directly from within the DMS itself with a simple click.
DMS and Document Diversity: Embrace diversity in document uploads. Our portal now supports CSV, Excel, and PDF uploads, ensuring seamless compatibility.
Moveable Columns: Tailor-made for you! Drag and drop column headings on every page, moulding your workspace according to your preferences.
Balances Section: A new horizon of insights. Introducing the Balances section, an addition that enriches your portal experience.
Column Selection: Column Selection is all about freedom and personalisation. Say goodbye to clutter and hello to clarity! With this feature, you're empowered to select the exact columns you want to see on your screen. No more information overload – just the data that's important to you.
- Effortless Tracking: Monitor the status of your audit files effortlessly with our tracking feature, keeping you informed about who has prepared, reviewed, and audited each document.
- Enhanced Manual Jobs Auditing: Easy processing of manual jobs using AI. Now upload Trial Balance in PDF, CSV, XLSX, and XLS formats. Leverage the power of artificial intelligence to handle manual jobs more efficiently, reducing processing time and increasing accuracy.
- Seamless Roll Forward: Simplify your document management with our seamless roll forward feature, ensuring that your tagged documents are carried over smoothly without any hassle.
- Custom Subfolders: Organise Permanent Documents with tailored subfolders. Take control of your document management by creating custom subfolders within Permanent Documents, making it easier to organise.
- Optimised Import Process: No more waiting during imports; view financials immediately with a skeleton view for pending data and re- import fund details without interruptions.
- Automatic Document Conversion: Enjoy a streamlined workflow with our automated conversion process for BGL Workpapers, saving you time and effort while ensuring all documents are compatible and easily searchable.
Related Articles
SMSF Auditomation Terminology List
Introduction Here are the terminologies used in our New UI of the SMSF Auditomation Portal. You can refer to the Description & Source of each terminology to understand its meaning and the source to know where it has been derived or extracted from. ...Auditomation Basic portal
Introduction This guide will walk you through the process of setting up your account and using the key features available to you. SMSF Auditomation Basic is designed for auditors whose accountants are using SMSF Sorted Pro. Accountants can complete ...Understanding Job Stage Synchronisation between Sorted and Auditomation
Introduction Sorted and Auditomation are integrated and designed to streamline SMSF accounting and auditing processes. This integration allows users to track the status of a job created for a financial year (FY) across both platforms. This article ...Manual Fund Upload- The New Way
Introduction With our latest update, users can effortlessly upload Trial Balance in PDF, CSV, XLSX, and XLS formats. The system automatically stores mapped data at the company level, reducing job processing time. Explore the power of AI-driven ...How to View a Document and use its features
Introduction To view the document, follow the steps given below. Step 1:- Click on DMS, from there select the fund from where you want to download the document and click on it. Step 2:- From the appearing page, select the folder and the document that ...