Understanding Job Stage Synchronisation between Sorted and Auditomation
Introduction
Sorted and Auditomation are integrated and designed to streamline SMSF accounting and auditing processes. This integration allows users to track the status of a job created for a financial year (FY) across both platforms. This article explains how job stages in Sorted correspond to job stages in Auditomation, helping you easily understand and manage your workflow.
Note: The Stage synchronisation remains similar in Sorted Pro, Basic, Lite and Enterprise.
Job Stage Mapping
Here's a quick reference to understand how job stages in Sorted map to job stages in Auditomation:
Submitted (Sorted) ↔ Received and Assigned (Auditomation)
- When a job is in the Submitted stage in Sorted, it will appear as Received and Assigned in Auditomation.
Audit in Progress (Sorted) ↔ Multiple Stages (Auditomation)
- If a job is Audit in Progress in Sorted, it can be in one of the following stages in Auditomation:
- Job Started
- Waiting for Preparer
- Waiting for Manager
- Waiting for Auditor
- Review Completed
- Reports Sent for Signature
- Reports Signed
Waiting for Client (Auditomation) ↔ Waiting for Response (Sorted)
- When a job is in the Waiting for Client stage in Auditomation, it will be shown as Waiting for Response in Sorted.
Completed (Auditomation) ↔ Completed (Sorted)
- A job marked as Completed in Auditomation will appear as Completed in Sorted.
On Hold (Both Portals)
- If a job is On Hold in Auditomation, it will also be displayed as On Hold in Sorted.
How to Track Job Stages
In Sorted:
- Total number of jobs for each stage/status are displayed on the dashboard.
- Navigate to the Audit Jobs tab to specifically track job stages in the auditor's portal, differentiating them from the accountant's own jobs.
- To view the status of all jobs together, go to the Job Dashboard. This view helps accountants keep track of the job's progress and identify any pending actions.
In Auditomation:
- Total number of jobs for each stage/status are displayed on the dashboard.
- To view the status of all jobs together, go to the Fund Dashboard. This view provides detailed information on job status and required actions, helping auditors manage their workflow efficiently.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.
Related Articles
Understanding Job Dashboard
Job Dashboard The Job Dashboard in SMSF Sorted provides essential information for managing a job. It offers various details and functionalities to help you efficiently handle the job's activities. Here's an overview of the key components of the Job ...Understanding Global Dashboard
Introduction The Dashboard in the portal provides a quick overview of key information and actions. Here's a breakdown of what can be found and performed on this page: My Jobs This section displays the jobs with the stage they are in currently on your ...SMSF Sorted - Tutorial Video Part 5 - Reporting and Tracking a Job Status
Tutorial Video Part 5 - Reporting and Tracking a Job Status This video demonstrates how to track a job's status and generate job reports from the SMSF Sorted portal. To learn more about the process, explore best practices, and make the most of our ...SMSF Sorted release 3.1
Introduction We are pleased to announce that we’ve added some new features in SMSF Sorted to make your workflow easier. Now, the Job-Type will pre-fill automatically from your accounting software, you can use Notify Assignees to quickly follow up on ...How to efficiently Review with SMSF Sorted
Introduction In the dynamic world of SMSFs, staying organised and efficient is important. For reviewers using SMSF Sorted, a well-structured workflow can make all the difference in ensuring a thorough review of financial data and associated ...