Manage Jobs
How To Create and Submit Manual Funds to Auditor
Introduction Follow the steps given below to create and submit manual fund from Sorted Basic connected portal: How to Create Manual Fund Follow the steps given below to create the Manual Fund. Step 1: After logging in to the portal, click on Clients ...
Re-assigning Client Contact - SMSF Sorted Basic
Introduction You can easily re-assign the client contact yourself by following these simple steps: How to Re-assign Client Contact Step 1: Click on Clients > Manage Jobs. Step 2: Now click on Submitted to Auditor(s) tab. Step 3: Click on the 3-dot ...
Quickstart guide for Sorted Basic ( Sorted Connected Portal)
This is only a Quickstart guide to get Funds to Audit, after registration of Sorted. Step2 Importing Clients we cover Class and BGL360 in detail Non Cloud based softwares import go here Step2.Creating Client & Audit Job for Manual Upload (non cloud ...
Submit to Auditor from SMSF Sorted Basic
Submit to Auditor from SMSF Sorted Basic From Manage Clients page > click on the ‘3 dot icon’ next to the fund and select Submit to Auditor option from the menu. A new screen will appear for you to enter the details of the audit Job. ...