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 Wind-Up in the accounting software, this will now flow through to the SMSF Sorted dashboard when the Job is created. 

For Wind-Up funds, the wind-up date will also be drawn from BGL360, Class or Supermate and will also pre-fill on the SMSF Sorted Dashboard. 

Manual Funds: 

For jobs that have been created manually,  Job-Type will be prefilled based on information entered into the "Client Details" window. 

To update this navigate to Manage Clients > Click the manual Fund name in Blue Text.  The client details will open to the right.

Enter the Wind-Up date in the "Fund

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