Managing your SMSF Sorted Portal
How to sign off on financials
Introduction Ensuring financial statement accuracy is vital. We've added a new Sign-off feature to Sorted Pro’s Workflow, making it easier to track who has approved financials. Now, the person approving/signing off the financials can simply check the ...
Managing Staff
Introduction This guide explains how to manage your staff members within your organization. You can view, create, edit, and deactivate staff members, as well as explore their roles and permissions. Creating a New Staff Member Step 1: Click on Admin > ...
How to Efficiently Review with SMSF Sorted
Introduction In the dynamic world of SMSFs, staying organised and efficient is important. For reviewers using SMSF Sorted, a well-structured workflow can make all the difference in ensuring a thorough review of financial data and associated ...
Upgrading to Sorted Pro
Sorted Basic users can compare different plans of Sorted and upgrade to Sorted Pro using the below steps: The business admin and Super users can only view the Subscription page under their user profile. They can click on the Upgrade now button to ...
Subscription Module
The Subscription module has the below salient features and benefits: With the release of the Sorted subscription module, firms are not required to keep track of the used file out of the total available files. The firms are not required to purchase ...
Deactivating, Deleting and Reactivating a client
Outlines of this feature With this new feature, a firm can simply Deactivate and Delete any Client which is wound up or no longer active with the firm. Reduced charges are applicable for keeping the data of Inactive clients without deleting it. ...
Roll Forward a Document to Next Year
Roll Forward option allows users to roll forward a document to the next year job. This option would be very helpful when a document is relevant for multiple year jobs. Example: Docs like property valuation, title search, loan agreement etc. are ...
Tag & Save and Save Only Option
The option have been released as a part of SMSF Sorted v3.2 which provides the flexibility to users showing the docs on financials line items or not even after including the docs in the DMS of line item folders. Tag & Save Option While bookmarking a ...
Updating Company Details in Cloudoffis - SMSF Sorted
Change Request Form To update any of the details listed below, please fill out a Change Request Form. 1. Company Name 2. ABN 3. Business admin email address 4. Business name in the accounting software 5. Business code in the accounting software Fill ...
How to re-authorise the clients in SMSF Sorted?
Introduction To Re-authorise clients in SMSF Sorted, follow the steps given below: How to Re-Authorise Clients in SMSF Sorted? Step 1: Go to Clients > Manage Clients. Step 2: Click on the Re-Authorise button to re-authorise the client.
Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator
Introduction to SMSF Sorted for Accountants connected to SMSF Sorted Administrator SMSF Sorted Enterprise provides a platform to accountants where they can connect with Administrator Firms and review the Workpapers of outsourced jobs to Administrator ...
SMSF Sorted Lite - What does the "Re-import and Sync" button do?
What does the "Re-import and Sync" button do? Documents and Financial Data are transferred separately when Syncing data between Sorted Lite and SMSF Sorted Professional and Enterprise. Separating the transfer of this information means that you will ...
SMSF Sorted Lite - How to Link SMSF Sorted Professional or Enterprise to Sorted Lite
How to Link SMSF Sorted Professional or Enterprise to Sorted Lite If you have activated Sorted Lite in Class you can link this to your SMSF Sorted Professional or Enterprise Portal. Once linked, all users will have access to the Sync feature and will ...
How do I change my personal details in SMSF Sorted?
Overview Each staff member can update their name and phone details, as well as upload a profile photo. This article will outline how. Uploading your profile photo The file can be in JPG or PNG format, should be no larger than 500 x 500 pixels, and ...
Setup or Change your Firm Logo in SMSF Sorted
Overview This article with guide you through the requirements for logos in SMSF Sorted, and how to update from the default Cloudoffis logo. Requirements The file can be in JPG or PNG format, should be no larger than 500 x 500 pixels, and not exceed ...
What user roles are available in SMSF Sorted?
Overview This article will outline the various roles available in SMSF Sorted Roles The table below sets out the roles and permissions available in SMSF Sorted
How to verify a business code in SMSF Sorted
Overview From SMSF Sorted release 2.2 (October 2020) firms need to verify the business codes that are linked to ensure that data can be imported correctly. This verification may involve external firms if an SMSF Sorted site is connected to an ...
Setting up MFA in SMSF Sorted
Overview To provide better login security, we have introduced options for users to add Multi-Factor Authentication (MFA). MFA is not mandatory in the system, and users can opt-in at any time, and disable later if desired. Options Cloudoffis provides ...
Staff Creation, Roles & Permissions
Staff Creation, Roles & Permissions This guide contains steps to create new users. edit users and provides further details for the individual roles and permissions. Create New User This can only be performed by users with administration access (refer ...