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.
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.
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.
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.