Tag & Save and Save Only Option

Tag & Save and Save Only Option

The option have been released as a part of SMSF Sorted v3.2 which provides the flexibility to users showing the docs on financials line items or not even after including the docs in the DMS of line item folders.

Tag & Save Option

  1. While bookmarking a document if user selects Tag & Save option then:
    1. The document will be saved in the DMS of that line item. 
    2. The document also appears on the line item of statement of financial position or operating statement where it has been tagged. Please refer to the below images of bookmarking, DMS and line item of financials. 

      Bookmarking Screen:

      DMS of Line Item Screen:

      Financials Line Item:

Save Only Option

  1. While bookmarking a document if user selects Save Only option then:
    1. The document will be saved in the DMS of that line item.
    2. However the document will not appears on the line item of statement of financial position or operating statement. Please refer to the below images of bookmarking, DMS and line item of financials.
  1. Use Case Examples: 
    1. User has got monthly 12 monthly bank statements, he wants to include all 12 docs in workpapers folder but does not want to show all of them on the statement of financial position line item(rather than he wants only June statement showing the closing bank balance to appear on the statement of financial position line item. To do this user can use Tag & Save option for June statement and use Save only option for other 11docs.
    2. ​Similarly users can include all individual property expense invoices in the workpapers folder and tag the  annual expenses summary doc to reflect only the summary document on the financial line item. 

      Bookmarking Screen:

      DMS of Line Item Screen:

      Financials Line Item:


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