SMSF Sorted Release v3.1.5

SMSF Sorted Release v3.1.5

Creating Jobs in Bulk:
The bulk jobs feature allows users to create jobs of a financial year for multiple clients in one go. Users can select 50 clients at a time and create the jobs for them with just a few clicks. One of the best part of this feature is that while creating bulk jobs, the job assignees (preparer, manager & reviewer) are auto selected based on the data available from previous year’s jobs. The DMS folders are also created automatically on creating the jobs.

Click here to know more about this release.

Sorted Workpaper File:
We have added the hyperlinks column in the downloadable Sorted Workpaper file. Users can now view the source docs tagged on the line items and can open them by clicking on it.

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Performance Improvements in selecting the Prepared by and Reviewed by check boxes:
The improvements are made in Prepared by and Reviewed by check boxes which will reduce the time in selecting the check boxes and improves efficiency.
      


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