Generating Workpapers and Submitting a Fund to Audit
How can I cancel the job submitted to the auditor?
If the accountant accidently submits a job to the auditor, the audit job submission can be cancelled using below steps. Note: The audit job submission can be cancelled only in those scenarios when the job is accidently submitted to the auditor and ...
How to submit an SMSF Sorted job to an Auditor
Overview This article outlines the steps to send a completed job to a connected Auditor. We will also outline the process of sending a file to a non-connected Auditor. Submitting to a connected Auditor This section will look at how the ...
What documents are included when generating the Sorted File?
Overview When a job is completed in SMSF Sorted, a Sorted file can be generated to send to an auditor, either as a direct connection to the auditor using Cloudoffis, or sending the collated zip file via other means. Workflow Generate/Regenerate ...
How a connected business can submit a job to Audit
Overview Some firms may be connected to an external Accountant or Administrator, and do work for those external businesses. Jobs for these external businesses can now be submitted to audit by those businesses directly once the work has been marked as ...
I have completed a job in SMSF Sorted, but don't have the Submit to Audit button available. The button is available to other users.
Problem I have completed a job in SMSF Sorted, but don't have the Submit to Audit button available. The button is available to other users. Resolution Check the role assigned to the user for the job. If the user is assigned as Preparer only on the ...
When I generate my Sorted File, why are certain documents not being included.
Problem Not all of the tagged documents in the Sorted File are being included when I click the Generate Sorted File button Resolution The tagged documents include files that are not in PDF file format. Prior to the 2.0.1 release, this led to the ...
Generate Sorted File won't work
Problem When I click on Generate Sorted File, no file is created, and the system looks like it's still generating the file Cause The display has timed out. Hit F5 to refresh your browser. If this is still unsuccessful after a couple of minutes, ...
SMSF Sorted - Report Auto-Tagging Feature
SMSF Sorted Auto-Tagging Feature The video below demonstrates how Cloudoffis will automatically tag accounting software reports to relevant sections within SMSF Sorted.