Cloudoffis Suite | Clients

Clients
How to Import & Re-import Clients
Introduction Here's how you can Import and Reimport clients in Sorted. How to Import Clients Step 1: Click on Clients > Manage Clients > Import Clients. Step 2: Choose from four options to import jobs from Class, BGL 360, SuperMate, or manual upload. ...
How to Create Bulk Jobs
Introduction The Bulk Jobs feature streamlines the process of creating jobs for multiple clients within a financial year. This allows you to select up to 50 clients simultaneously and generate jobs for them with just a few clicks. One of the notable ...

Cloudoffis Suite | Clients | Knowledge Base