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.
Job Stages and Status Audit Firm updates the status for the work flow and to know the statuses of the job at present. The accountants can view the stage the job is in from their SMSF Sorted portal. The status can updated from My Audit Job list, Fund ...
Tutorial Video Part 4 - Audit Reports and Letters The below video will demonstrate how to generate and view Audit Letters and Reports, shared by your connected auditors, on your SMSF Sorted portal.
Automatic Reports Sent From SMSF Sorted to Audit Portal (Class) The below matrix lists all reports that are automatically imported and bookmarked to the relevant bucket or section in SMSF Sorted (when applicable to the fund), these are then ...