With quick-access workflow buckets, a user-friendly interface, and handy filters and shortcuts, keeping track of your funds—and who’s doing what with them—is super easy.
At a glance you can see:
-Whole workload—all funds—visible in one place
-Job queues
-Staff assigned
-Job status
-Percentage completed.
Move funds between “buckets” quickly and easily, tracking them as you go.
With SMSF Sorted Pro, your management improvement workflow can improve dramatically, saving you time and improving accuracy and consistency. You know only too well that internal manual review processes are clunky and slow. Upgrading to SMSF Sorted ...
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 ...
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 ...
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 ...
Tutorial Video Part 1 - Getting Started and Dashboard Overview This video provides an overview of the SMSF Sorted Dashboard and instructions on how to set up the portal for new users. To learn more about the process, explore best practices, and make ...