Sorted Connect - Complimentary Portal for Connected Accountants
Troubleshooting- BGL360 returned an authority error, this is due to a change in access or fund ID's
Error Message: BGL360 returned an authority error, this is due to a change in access or fund ID's 1. Step: Update BGL 360 Integration page The following steps need to be completed in BGL SimpleFund 360. BGL Integration From BGL360, click the menu ...
Creating Sorted Basic portal for Accountant connected with Cloudoffis Auditors
Creating Portal for Connected Accountants Cloudoffis provides accountants with a platform to submit funds to audit with a Cloudoffis Auditor. The article below will guide Connected Accountants on creating their Sorted Basic portal(which is a ...
Uploading Documents and Sending them to the Auditor
Uploading Documents and Sending them to the Auditor Documents are transferred from the DMS on your Sorted portal. To send source documents to your auditor, click on "Upload Documents" in the Job Successfully Created screen. Alternatively, Click "DMS" ...
Viewing and Responding to Audit Queries
Viewing and Responding to Audit Queries If the auditor raises an audit query during their review, the staff member assigned to the audit on the Accounting Portal will receive a notification. The staff member should then log in to their SMSF ...
Creating Client & Audit Job for Manual Upload (non cloud based jobs)
Creating Client & Audit Job for Manual Upload (non cloud based jobs) The following instructions are for Accountants/Administrators (using non cloud based software) to create Clients and audit Jobs for their auditing firm within Cloudoffis. Creating ...
Deleting Documents for Sorted Connect Accountants
Deleting Documents for Sorted Connect Accountants Documents uploaded to the complimentary accounting portal can be deleted BEFORE they are submitted to the auditor. To delete a document, navigate to the DMS. Locate the fund and year from the list of ...
Receiving post audit reports from your Cloudoffis Auditor
Please find our guide on receiving post-audit letters & reports from your connected Cloudoffis Auditor here
How to Resubmit a Job to Audit?
How to Resubmit a Job to Audit? If your auditor has requested you re-submit a job to Audit, in order to re-submit the job, please complete the following steps. 1 - Navigate to Clients > Manage Jobs. 2 - Locate the relevant fund in the Submitted to ...
SMSF Sorted - Job Type Classification
SMSF Sorted - Job Type Classification Following release 3.1, the Job-Type field will automatically pre-fill for BGL360, Class and Supermate. Job-Type is either "Year-End" or "Wind-Up" BGL360, Class & Supermate Funds: If a fund has been marked as a ...
Introduction to Cloudoffis for Connected Accountants with Sorted Basic portal
Introduction to Cloudoffis for Connected Accountants Cloudoffis provides accountants with a platform to submit funds to audit with a Cloudoffis Auditor. The article below will guide Connected Accountants on importing funds from their accounting ...
Sorted Basic Portal for Accountants
Sorted Basic Portal for Accountants Through connect requests from Cloudoffis Auditomation Auditors or SMSF Sorted Accountants, a Sorted Basic portal can be created for the Accountants & Administrators. We have two types of Sorted Basic portals. ...
Automatic Reports List Sent From SMSF Sorted to Audit Portal (Class)
Automatic Reports Sent From SMSF Sorted to Audit Portal (Class) The below matrix lists all reports that are automatically imported and bookmarked to the relevant bucket or section in SMSF Sorted (when applicable to the fund), these are then ...