Subscription Module

Subscription Module

The Subscription module has the below salient features and benefits:
  1. With the release of the Sorted subscription module, firms are not required to keep track of the used file out of the total available files.
  2. The firms are not required to purchase any top-up files as the maximum limit of importing clients has been removed now. This will ease the top and renewal requirements as the monthly billing is in place on a due basis.
  3. Instead of purchasing the files at the time of onboarding or at the time of renewals, firms now can import as many files as they have from accounting software and pay for their usage at the end of each month.
  4. At the end of each month, an invoice will be automatically generated based on the Active and Inactive clients a firm has. The invoice is also reflected on the Subscription page of business admins and super users. Please refer to the below image for various features available on the Subscription page.


Note: The Subscription page can only be viewed by the business admin and the super users of a firm.
 


    • Related Articles

    • 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 ...
    • Auditomation Subscription Renewal

      Renewal Process Please follow the bellow steps to renew the subscription: Login from the Company Admin's login credentials Click on profile (extreme right at the top) -> Click on Subscription Click on Renew button  (Renew button is available from the ...
    • 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 ...
    • Manage Invoice

      Introduction Managing Invoices allows auditors to generate, share, and track invoices for completed jobs with their clients/firms. Here's more information about Manage Invoices: To generate and share invoices with firms, access the Manage Invoice ...
    • 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 ...