Create Clients/Jobs
How to Re-authorise Clients
Introduction Sometimes the Authorization expires of the accounting software from where the funds are imported in SMSF Sorted because of which accountants can not Re-Import the Client. To avoid this situation we have an option to Reauthorise Clients ...
How to submit an SMSF Sorted(Basic) job to an Auditor?
Please follow the below-mentioned steps to send the job to the Auditor from Sorted Basic to Auditomation: 1. Clients > Manage Clients > Action 3 dots(of respective Job) > Submit to Auditor 2. Select "Financial Year*" and then click on "Next" 3. Click ...
How to create a wind-up job for the year?
How to create a wind-up job for the year? Please follow the below steps: 1. Enter the Windup date in Class/BGL360 (Skip to 2nd step if already entered). a) Class - Dashboard > Fund > Fund Details > Edit > End Date > Save b) BGL 360 - Dashboard > Fund ...
Syncing from Sorted Lite when the Client and Job already exist in SMSF Sorted
Syncing from Sorted Lite when the Client and Job already exist in SMSF Sorted Follow the steps below to Sync data from Sorted Lite if the client and job already exist in SMSF Sorted. Step 1 - From Class, choose the fund ready to be transferred. ...
Syncing from Sorted Lite before the Client or Job is created in SMSF Sorted
Syncing from Sorted Lite before the Client or Job is created in SMSF Sorted Follow the steps below to Sync data from Sorted Lite if the client or job has not yet been created in SMSF Sorted. Step 1 - From Class, choose the fund ready to be ...
Creating a Job
Creating a Job Once you have imported your funds from BGL360 or Class you can create a Job to prepare and finalize the accounts. If you require assistance importing your funds, please refer to either: - Importing a fund from BGL360; or - Importing a ...
I can't create a new job in SMSF Sorted, and keep getting an error message
Overview This article will look at troubleshooting steps you can take if you are unable to create a job for a client that has already been imported into SMSF Sorted. Reimport client Typically, reimporting the client from Class Super or BGL ...
How to import a client from Class into SMSF Sorted
Overview This article will take you through the steps to import a new client into SMSF Sorted from Class Importing clients from Class From the Business level dashboard, navigate to Clients > Manage Clients Click Import Clients, then select Import ...
How to import a client from BGL SimpleFund360 into SMSF Sorted
Overview This article will take you through the steps to import a new client into SMSF Sorted from BGL SimpleFund360 Importing clients from BGL SimpleFund360 From the Business level dashboard, navigate to Clients > Manage Clients Click Import ...
How to reimport a client into SMSF Sorted
Overview After importing a client into SMSF Sorted, you may note that some data is missing, such as Fund ABN, GST Status or a member's Date of Birth. This information comes from the data in Class or BGL, and should be updated in the administration ...
How do I import clients into SMSF Sorted from another business I have access to in Class?
Problem Our firm has just taken over another Class practice, but they aren't currently using SMSF Sorted. Can I import the new clients into SMSF Sorted? Resolution Provided your Class login has access to both businesses, you would go through the same ...
Can I change the year on a job in SMSF Sorted?
Problem I created a job in SMSF Sorted in the wrong year. Can I change the year? Resolution No. Once a job is created for a year, that year cannot be changed. The job would need to be deleted, and a job for the correct year created. Any documents ...
Why can't I find Peer Review in the Change Status options?
Please Note- This function is only available to SMSF Sorted firms using the Enterprise edition. Problem I can't select Peer Review as an option when I update the status of a job. Solution To enable the Peer Review status options, your business must ...
I can't reimport fund data from Class
Problem Fund data won't import from Class Solution Check fund period update has been run and the fund has not been suspended/deleted in Class.
I created a job by mistake. How do I delete it?
Problem I created a job by mistake. How do I delete it? Resolution From the main Dashboard, select Clients > Manage jobs Right-click the ... icon under Action Select Delete Job. The Delete Job confirmation appears Click Delete to remove the job All ...