What's New
Internal Comment in External Queries
Introduction We’re thrilled to bring two powerful updates to enhance your workflow and collaboration! Previously, jobs could only be created from the Sorted Enterprise portal while working in an Administrator and Accounting Firm ( Sorted Enterprise ) ...
Enhanced Import Functionality
Introduction We're excited to unveil the latest enhancements in our recent update, aimed at optimising your experience and improving workflow efficiency. Here are the details of enhanced features released in the recent update. Import - Reimport ...
Empowering Partners and Directors with New Sign-off Feature for Financials
Introducing Signoff 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 ...
SMSF Sorted Release v3.5.5- Integration with FYI & MS Plugin
We are happy to announce the latest SMSF Sorted release v3.5.5 This release covers below important topics: FYI Docs Integration FYI Docs is now integrated with Sorted Pro. This integration allows Sorted Pro users loading documents saved in FYI Docs ...
SMSF Sorted EOFY Updates- FY2023
End of the Year Updates for FY 2023 A few updates have been made in the current observations, they're as follows:- Lump Sum Payment If a lump sum payment is made and the member’s age is less than 59, the Lump Sum Payment observation will be reflected ...
Uploading Documents without OCR
This newly added feature will help you upload documents in their original form without running OCR on them. While uploading a document, you can click on the checkbox Auto OCR and unselect the option to upload the documents without running OCR on ...
SMSF Sorted Release v3.5
We are happy to announce the latest SMSF Sorted release v3.5. This release covers below important topics: Prepared By & Reviewed By Checkbox Selection at Heading Level We have enabled the selection of the Prepared By and Reviewed By check boxes at ...
SMSF Sorted Release v3.3
We are happy to announce the latest SMSF Sorted release v3.3. This release covers below important topics: Subscription Module: The subscription module has been made available to ease the billing and managing of the clients. Sorted Pro firms can now ...
DocuSign Integration
Overview This article explains how to configure SMSF Sorted with DocuSign as well as how to share documents for digital signing with trustees using DocuSign and sharing these back to the auditor. This integration does require the firm to already have ...
SMSF Sorted Release v3.2
We are happy to announce the latest SMSF Sorted release v3.2. This release covers below important points: True One Click Job Transfer to Auditor Sorted Lite users after preparing the workpapers in Sorted Lite can now submit the job to their auditors ...
SMSF Sorted Release v3.1.5
Creating Jobs in Bulk: The bulk jobs feature allows users to create jobs of a financial year for multiple clients in one go. Users can select 50 clients at a time and create the jobs for them with just a few clicks. One of the best part of this ...
SMSF Sorted Release v3.1.4
The latest SMSF Sorted release v3.1.4 includes below points: 1. EOFY Updates: 50% reduction in the minimum pension drawdowns extended to FY 2023 and hence pension workpapers in SMSF Sorted have been updated to consider this effect. Option to create ...
Audit Basic Portal for the Connected Auditors
Referenced Audit Workpaper Files Auditors connected with SMSF Sorted Accountants can now download the referenced audit workpaper files. The downloaded file contains the hyperlinks of the source documents tagged on the line items by the accountant. ...
SMSF Sorted Release v3.1.2
SMSF Sorted v3.1.2 release 1. Release of Referenced Audit Workpaper Files in Audit Basic Portal with Improved Look and Feel: Auditors using Audit Basic portal and are connected with SMSF Sorted accountants, will now have an option to download the ...
SMSF Sorted release 3.1
Release Contents We are pleased to announce the release of our new data Sync feature which will help maintain data across both SMSF Sorted and Sorted Lite. Accountants and Administrators can now upload and bookmark documents in either Sorted Lite or ...
SMSF Sorted release 3.0
Release Contents This latest release of SMSF Sorted delivers several new features including the ability to receive Audit Engagement & Trustee Representation letter templates from audit firms using our Cloudoffis Auditomation product, along with new ...
SMSF Sorted End of Financial Year Update 2021
Release Overview - End of Financial Year update (2021) The following updates have been released to SMSF Auditomation to ensure compliance with new rates, rules and regulations that come into effect on 1 July 2021 Work Test observation updated 50% ...
SMSF Sorted Release 2.6
Release Contents New in SMSF Sorted 2.6 Following on from our last release that introduced SMSF Sorted Workpapers, we are very pleased to release a further five workpapers. Please click on the links below for further details on each of these new ...
SMSF Sorted Release 2.5
Release Contents New in SMSF Sorted 2.5 We have introduced an exciting new financial workpapers feature to SMSF Sorted. As part of this initial release, workpapers will be available for Property, GST reconciliation, and Tax reconciliation These will ...
SMSF Sorted Release 2.3
Release Contents We have introduced new data export functionality from Manage Clients and Manage Jobs. This will provide support for those firms requiring regular data analysis from within SMSF Sorted. Functionality has been improved to allow bulk ...
SMSF Sorted Release 2.2
Release Contents To enhance data security, business codes are now required to be verified to ensure that data is only exchanged between the appropriate authorised businesses. Items in DMS can now be displayed in a list view. Further enhancements to ...
Why can't I see features from the new release?
Problem Cloudoffis have put a new release out with features in the release notes, but I can't see them when I log in. Resolution From time to time, data will be cached in your browser, and you will need to force a refresh. The diagram below outlines ...
SMSF Sorted Release 2.1
Release Contents Multi-Factor Authentication has been added to SMSF Sorted logins. This will require users to confirm their identity when logging in using a third-party application, such as Google Authenticator. Click here for more details in our ...
SMSF Sorted 2.0 Webinar (August 2020)
Sorted 2.0 Webinar August 2020 Click below to learn more about the SMSF Sorted 2.0.
SMSF Sorted Release 2.0.1
Patch Contents To improve workflow, adding a Query or Review Point has now been combined in the same menu option from the the ... menu in the Statement of Financial Position and Operating Statement screens. This will make switching between the two a ...
SMSF Sorted Release 2.0
SMSF Sorted Release 2.0 Re-Submit to Cloudoffis auditor When an SMSF Sorted job has been updated after being submitted to a Cloudoffis Auditor, a job can be Re-submitted to the auditor and they will now have the ability to re-import the changes to ...
SMSF Sorted Release 1.2
Release 1.2 This release includes phase 1 of improvements made within our DMS page, designed to add usability for locating funds and documents within the selected funds. We will continue to add filters, sort and further options within this page in ...
SMSF Sorted Release 1.1.2
SMSF Sorted Release 1.1.2 We are constantly improving our SMSF Sorted portals, release 1.1.2 includes additional tools and functions to increase usability and further increase our efficiency and accuracy. GST Status now reviewed and displayed during ...
SMSF Sorted - General Ledger Enhancement
SMSF Sorted General Ledger Enhancement
SMSF Sorted 2020 Release Summary
SMSF Sorted 2020 Release Summary As it was with Auditomation all of those years ago, following the initial release most release updates contain more tweaks/fixes than substantial enhancements. With this said, below is a summary of our initial ...
Cloudoffis SMSF Sorted & Class Integration Webinar
For more information and a demonstration of the power of integration with Class and Cloudoffis SMSF Sorted please view the below webinar held during the launch.