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Administrator and Accounting Firm Workflow (Sorted Enterprise)
Introduction Cloudoffis SMSF Sorted offers a seamless integration feature where one accounting firm can connect with another for outsourcing purposes. This enables efficient collaboration between firms using SMSF Sorted Basic and SMSF Sorted ...
SMSF Sorted - Job Type Classification
Introduction The Job-Type field in the system is automatically prefilled based on certain conditions. This field specifies whether the job is a Year-End or Wind-Up job. For BGL360, Class, and Supermate Funds: Job-Type Auto-Fill: The Job-Type field ...
Downloading & Reviewing the Sorted Workpaper File
Introduction This article will showcase how to download the Sorted Workpaper files with supporting documents all in one single PDF and Zip file which will help to ease the review and storage. The Sorted Workpaper file can now be generated into a ...
How to Link SMSF Sorted Enterprise to Sorted Lite
Introduction If you have activated Sorted Lite in Class you can link this to your SMSF Sorted Enterprise portal. Once linked, all users will have access to the Sync feature and will be able to transfer data between Sorted Lite and SMSF Sorted. Note - ...
How to Connect to an External Auditor from SMSF Sorted
Introduction This article will outline how to connect to an external auditor from SMSF Sorted. How to Connect to an External Auditor from SMSF Sorted Step 1: From the Admin menu, select Connect, then click on Connect Audit Firm: Step 2: Enter the ABN ...
Customising your Dashboard View
Introduction This article looks at how to configure the view for an individual on the Business dashboard in SMSF Sorted. How to customise your dashboard view. Step 1: From the Business dashboard, click the Settings icon under the Profile icon in the ...
Resetting your password in SMSF Sorted
Introduction This article will guide you through the steps to reset your SMSF Sorted password. There are two scenarios, changing the password if the old password has been forgotten, or changing when the old password is known. How to Reset Password ...