Sorted Lite Tutorial Video
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FAQs: SMSF Sorted Lite
Introduction We’ve developed the following frequently asked questions to assist you and your team with your upgrade experience from Sorted Basic to Sorted Lite. What is Sorted Lite? Sorted Lite is a software powered by Cloudoffis that integrates with ...
Activating SMSF Sorted Lite
Introduction The first step to get started with the Sorted Lite is to activate the Sorted Lite in Class Super. The activation can be done by following the given steps. How to Activate Sorted Lite Step 1: Once you have logged in to the Class Super, ...
Managing Open Queries in SMSF Sorted Lite
Introduction Efficiently manage open queries in SMSF Sorted Lite. Access essential information about funds with pending queries, including fund names, codes, ABNs, and audit statuses. This streamlined process allows you to promptly respond to queries ...
Syncing SMSF Sorted Lite with Class
Introduction After making changes to the Fund Details or Financials of a job in Class, you don't need to manually update the information in SMSF Sorted Lite. Simply click Sync with Class, and the updates will be automatically reflected, saving you ...
Audit Stages in SMSF Sorted Lite
Introduction In SMSF Sorted Lite, the audit process goes through several stages, each indicating the progress of the audit. Here are the five audit stages: Stages Submitted: This is the initial stage when the fund has been submitted to the auditor. ...