Syncing SMSF Sorted Lite with Class

Introduction

To ensure all data within SMSF Sorted Lite is up-to-date with Class, it's crucial to do Sync with Class after making any changes to the Fund Details or Financials of a Job. Follow the steps below to sync with Class.

How to Sync with Class

Step 1 - Head over to the Job Dashboard from the Audit Console page.

Step 2 - Scroll down and click on Sync with Class.

Once done, you're all set to submit the job to the auditor now.

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