Syncing from Sorted Lite when the Client and Job already exist in SMSF Sorted

Syncing from Sorted Lite when the Client and Job already exist in SMSF Sorted

Syncing from Sorted Lite when the Client and Job already exist in SMSF Sorted

Follow the steps below to Sync data from Sorted Lite if the client and job already exist in SMSF Sorted.

Step 1 - From Class, choose the fund ready to be transferred.  Navigate to Periodic Processing > Period Update and select the relevant financial year. 

Step 2 - Click "Finalise Workpaper".  


Step 3 - The Sorted Lite Workpaper screen will open.  Click "Re-import and Sync". 


NOTE  - If the lead schedules had not already been imported to SMSF Sorted from Class; the Sync feature will update the latest chart of accounts in Sorted Lite and SMSF Sorted and sync the data.
If the lead schedule had previously been imported in SMSF Sorted; and subsequent change made to the accounts in Class; the updated financial data needs to be re-imported in both the portals separately using               “Re-Import and Sync” button on both portals.

If you continue completing additional work in Sorted Lite after the initial transfer you can Sync these updates with SMSF Sorted.  
To do this, click the 'Sync' icon from any of these 4 locations: 

SMSF Sorted Job Dashboard


Sorted Lite DMS Screen


SMSF Sorted DMS Screen








Sorted Lite Generate Workpapers Screen

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