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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 ...
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 ...