What's New in v5.5?

What's New in v5.5?

  1. Pre-defined Report Content in Post-Audit Reports:- 

Predefined report content is a newly added feature in report templates. It can be added to any post-audit report template with the help of placeholders. To know more, click here.

  1. Roll Forward Doc to next year:- 

It is a newly added feature to Roll Forward a required document for the coming year(s). If the Roll Forwarded document is tagged anywhere, it will also be ordered at the same place in the coming year(s). To know more, click here.

  1. Manage Notifications:- 

Manage Notification is a new feature to customize notification settings. With this feature, you can select for which activity you would like to receive an E-mail or Portal notification. To know more, click here.

  1. Share Post Audit Reports with the firm in Bulk:-

You can now share multiple post-audit reports for the jobs received from Sorted at once. Once the Post Audit Report is successfully generated, you can select the reports by clicking on the checkbox next to it and share all the reports together in bulk. To know more, click here.

  1. Alpha-numeric sorting in DMS

We have now organized all the documents in Alpha-Numeric order in DMS to make the document-locating process easy and fast. 

  1.  Prior Year Summary

A new feature has been added to view prior year Reports, Queries, Financials, etc. all at one glance as a Summary at fund-level. To know more, click here.

  1. Post Migration Update

With the relocation of the accountants to the Sorted Basic, we have made a few changes to the existing Auditomation platform. Below are the Changes which were made post-migration. To know more, click here.


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