Syncing SMSF Sorted Lite with Class

Syncing SMSF Sorted Lite with Class

Introduction

After making changes to the Fund Details or Financials of a job in Class, you don't need to manually update the information in SMSF Sorted Lite. Simply click Sync with Class, and the updates will be automatically reflected, saving you time and reducing manual effort.

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.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.