Queries & Review Points
Using Queries & Review Points
Introduction While working on SMSF jobs, it is common to raise internal queries or respond to queries from auditors after job submission regarding financials or missing evidence. Additionally, you can leave internal notes, known as Review Points, ...
Using Review Points in SMSF Sorted
Overview This article will explain how to use Review Points on a job in SMSF Sorted. What are Review Points? Review Points are internal notes on a job. They must be referenced to a particular Observation, or to the Statement of Financial Position or ...
Filtering Queries in SMSF Sorted
Overview When using SMSF Sorted you will inevitably end up with a number of queries built up. This article explains how to filter to show those that are Sent, and those that are received, rather than one combined list. Query Filters With the release ...
Why am I getting so many email notifications for Queries and Review points?
Problem Every time I send a Query or Review Point, both the sender and recipient get an email. How do I minimise the emails? Resolution Email notifications are not currently configurable. From the Audit side, the auditor can opt to publish queries ...