Administrator and Accounting Firm Workflow (Sorted Enterprise)
Introduction
Cloudoffis SMSF Sorted offers a seamless integration feature where one accounting firm can connect with another for outsourcing purposes. This enables efficient collaboration between firms using SMSF Sorted Basic and SMSF Sorted Enterprise for shared jobs and workflow management.
Connecting Accounting Firm
Sending Connect Request
Accountants using SMSF Sorted Enterprise can initiate a connect request, while those using SMSF Sorted Basic can only accept these requests. Follow the steps below to send a connection request to another accounting firm:
Step 1: Log into your SMSF Sorted Enterprise portal and click on Admin > Connect > Accounting Firm.
Step 2: Click on Connect Accounting Firm button.
Step 3: On the appearing slider, enter ABN and the rest of the details will be auto filled. Once completed, click on Add Code.
Step 4: Enter your Credentials and click Login.
Step 5: Now select the Business and click on Allow Access.
Step 6: The business code will be added and you will receive a confirmation toast message. Now click on Connect.
Note: You can connect an accounting firm using more than one business code.
Step 7: The sent request will be visible under Admin > Connect > Accounting Firm in the SMSF Sorted Enterprise portal. You will also receive a confirmation toast message for the action.
Step 8: The Accountant will receive the email on the registered email address as shown below.
View Business Code Details
Step 1: Click on Admin > Connect > Accounting Firm.
Step 2: Once the request is sent, you can view the details of the business code by clicking on the three-dot icon in the action column and selecting Business Code Details.
Step 3: The Business Code Details will appear as shown below.
Discard Connect Request
Step 1: Click on Admin > Connect > Accounting Firm.
Step 2: If required, you can discard the connect request before the other firm accepts it by selecting Discard from the three-dot icon.
Step 3: Click on Discard to confirm the action.
Step 4: You will receive a confirmation toast message at the bottom of your screen.
Accepting Connect Request.
After a connect request is sent by an accounting firm using SMSF Sorted Enterprise, the firm using SMSF Sorted Basic can follow these steps to accept the request:
Step 1: Login to your SMSF Sorted Basic portal and click on Admin > Connect > Accounting Firm > Verify to verify the Business Code.
Note: This step is necessary to successfully establish connection between the accounting firm using SMSF Sorted Enterprise and SMSF Sorted Basic.
Step 2: Enter the Credentials (provided by accounting firm) for the relevant Source Accounting Software.
Step 3: Select the same business code that the SMSF Sorted Enterprise firm selected (while sending the connect request), and click Allow Access.
Note: The business code for which you received the connection request from the accounting firm will be included in the email you received when the request was sent.
Step 4: Once verified, the connection status in SMSF Sorted Basic will change to Verified.
Step 5: The Verification Status will also change in the SMSF Sorted Enterprise Portal as Verified and Connect Status will change to Connected.
Step 1: Click on Admin > Connect > Accounting Firm.
Step 2: Once the connection is successful, you can click on the three dot icon > Disconnect from the Action Column to disconnect with the accounting firm.
Step 3: Click on OK to confirm the action.
Creating Job (From Sorted Basic Portal)
The accountant using the SMSF Sorted Basic portal can import the client, create the job, and submit it to the administrator for further processing by following the steps outlined below.
Step 1: Navigate to Clients > Manage Clients.
Step 2: Import Client by following the steps mentioned in the linked article.
Step 3: Click on the three dot icon and select Submit to Administrator.
Step 4: On the appearing page, select the Financial Year > Client Contact and click on Next. The Administrator will be automatically selected (connected accounting firm of that business code).
Step 5: Confirm and review the Job Details and click on Submit.
Step 6: The job will be successfully Submitted to the connected accounting firm.
Step 7: You can now click on DMS to upload supporting documents and submit them to the connected accounting firm for further processing.
Step 8: The submitted job will be available in the Clients > Manage Jobs > Queue Jobs in the SMSF Sorted Enterprise portal.
Step 9: From here, the accounting firm can Process Job, View DMS, Upload Documents, Assign/Remove Staff, Delete Job as usual.
Creating Job (From Sorted Enterprise Portal)
Step 1: As soon as the firm using SMSF Sorted Enterprise imports a client from the connected business code and creates a job, it will appear in the Submitted to Administrator(s) tab of the SMSF Sorted Basic portal.
Step 2: The accounting firm using SMSF Sorted Enterprise can process the job and change its status to Ready for Peer Review once done.
Step 3: The administrator(SMSF Sorted Basic) firm can review the job and update its status as Peer Review in Progress.
Step 4: If updates or corrections are required, the job status can be changed to Reprocessing Required via the Job Dashboard of SMSF Sorted Basic portal. Once the updates are made by the connected firm, the job status can be changed back to Ready for Peer Review from SMSF Sorted Enterprise Portal.
Step 5: The SMSF Sorted Basic user can complete the peer review by marking the checklist tasks as complete. This action can be performed at once for all the by clicking on Mark All checkbox at the top.
Step 6: Click on Change Status to confirm the Action.
Step 7: When all tasks are reviewed, the status can be updated to Peer Review Completed. This action will enable the Submit to Auditor button in SMSF Sorted Basic portal.
Step 8: Once the Peer Review is completed, the accountant using SMSF Sorted Enterprise can change the Job Status as Completed from their portal to enable Submit to Auditor button.
The job can be submitted to the auditor by either the firm using SMSF Sorted Basic or the firm using SMSF Sorted Enterprise.
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