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SMSF Sorted Release v3.3
We are happy to announce the latest SMSF Sorted release v3.3. This release covers below important topics: Subscription Module: The subscription module has been made available to ease the billing and managing of the clients. Sorted Pro firms can now ...
How to View the Monthly Invoice in SMSF Sorted?
Introduction An automated invoice is generated for the subscribers of SMSF Sorted at the end of each month. A copy of the invoice generated for each month is parked under the Subscription page of the company profile in Sorted. Please follow the below ...
How to Re-authorise Clients
Introduction Sometimes the authorisation expires of the accounting software from where the funds are imported in SMSF Sorted because of which accountants can not Re-Import the Client. To avoid this situation we have an option to Reauthorise Clients ...
Column selection in Maintain Jobs & Maintain Clients
Overview This article will explain how to limit the columns displayed in Maintain Jobs & Maintain Clients Column Selection Next to Search box on both Maintain Jobs and Maintain clients, there is a Column Filter icon available. Clicking on this icon ...
Filtering information for Maintain Clients & Maintain Jobs
Overview There is a lot of data available to SMSF Sorted users from the Maintain Clients and Maintain Jobs screens. This article will explain how to filter this data. Filtering selections From the Maintain Jobs or Maintain Clients pages, there is an ...