Profile
FYI
Introduction With this newly added feature, we have developed the functionality to Upload Documents directly from FYI Docs into SMSF Sorted and Save the Sorted Workpaper file into FYI Docs once generated. Configuration Step 1:- Once logged in to the ...
How to View and Edit Personal and Company Details
Introduction The Profile module is a central hub for managing your user-specific information and settings. It provides tools to customize and maintain personal and company-related details, ensuring the experience with the software is tailored to your ...
How to View the Monthly Invoice in SMSF Sorted?
Introduction An automated invoice is generated for the subscribers of SMSF Sorted at the end of each month. A copy of the invoice generated for each month is parked under the Subscription page of the company profile in Sorted. Please follow the below ...
Manage Notification Preferences
Introduction Manage Notification is a new feature to customise email and portal notification settings. With this feature, you can choose the activities for which you do not want to receive an E-mail or Portal notification. Setting Email and Portal ...