Prepared by, Reviewed by, and Audited by Sign offs
We've introduced a comprehensive feature on the Job, allowing users to effortlessly track individuals responsible for preparing, reviewing, and auditing audit files. Keep tracks on completion dates with ease, streamlining your process for sharing audit files with the ATO. Click
here to know more.
Review Point Management
Users can attach documents while addressing review points, additionally while addressing Review Point with No Action Required will have an option to provide comments. Enhance collaboration and clarity in your review process.
Email and Notification Integration
Specifically tailored for jobs received from Sorted Lite, our latest update ensures seamless communication with email and notification functionalities. Receive and send notifications about the actions performed through Sorted Lite.
Expanded Manual Upload Support
We've broadened our support for manual uploads, now accommodating trial balances downloaded from Class, BGL 360, and Supermate in PDF format. Enjoy increased flexibility and convenience when uploading data from your preferred platforms.
Draft Queries in Plan and Process
Keep your workflow organized with draft queries now visible in both Plan and Process buckets. Easily track and manage queries at every stage, enhancing efficiency and clarity in your project management process.
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.
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