Processing Funds Using SMSF Sorted

SMSF Sorted - Tutorial Video Part 3 - How to process a fund using SMSF Sorted

Tutorial Video Part 3 - How to process a fund using SMSF Sorted


This video demonstrates the process of reviewing a fund using SMSF Sorted. 




    • Related Articles

    • SMSF Sorted - Tutorial Video Part 2 - Importing Funds and Creating Jobs

      Tutorial Video Part 2 - Importing Funds and Creating Jobs This video provides a demonstration on how to import funds from Class or BGL360 and how to create a 'Job' to reconcile the fund and prepare the Audit Workpapers.
    • SMSF Sorted - Tutorial Video Part 5 - Reporting and Tracking a Job Status

      Tutorial Video Part 5 - Reporting and Tracking a Job Status This video demonstrates how to track a job's status and generate job reports from the SMSF Sorted portal.
    • SMSF Sorted release 3.1

      Release Contents We are pleased to announce the release of our new data Sync feature which will help maintain data across both SMSF Sorted and Sorted Lite. Accountants and Administrators can now upload and bookmark documents in either Sorted Lite or ...
    • Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator

      Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator SMSF Sorted Enterprise provides a platform to accountants where they can connect with Administrator Firms and review the Workpapers of outsourced jobs to Administrator ...
    • SMSF Sorted release 3.0

      Release Contents This latest release of SMSF Sorted delivers several new features including the ability to receive Audit Engagement & Trustee Representation letter templates from audit firms using our Cloudoffis Auditomation product, along with new ...