Client Management
Exporting Client List and Job List to Excel
Introduction To Export your Client List and Job List to Excel for reconciling your records and sharing it with higher authorities, follow the steps outlined below: Exporting Client List to Excel Step 1: Click on Clients > Manage Clients. Step 2: Now ...
Re-importing Clients
Introduction This article will take you through the steps to re-import clients from your accounting software for further processing. This process helps to re-import client details from your accounting software and keep them updated like Fund Name, ...
Deleting Clients
Introduction Here's how you can delete clients from the manage clients. How to Delete Clients Step 1: You can Delete clients from the Inactive Clients Tab, accessible through Clients > Manage Clients. Step 2: Click on Delete Client. Step 3: Select ...
Deactivating and Reactivating Clients
Introduction Below is the user guide to deactivate and reactive clients in SMSF Sorted. How to Deactivate Clients Step 1: Click on Clients > Manage Clients. Step 2: Under the Action column, click the three-dot icon and select Deactivate Client. Step ...
Adding Manual Clients
Introduction If you're not using any of the available accounting software but some other method or software for your accounting and fund processing, you can create client manually. Adding Manual Client Step 1: Click on Clients > Manage Clients. Step ...
Introduction to Manage Clients
Introduction In the Manage Clients section, you have a powerful set of tools to effectively oversee your clients. This comprehensive module facilitates actions such as creating bulk jobs, importing clients, and exporting data to Excel. You can also ...
Re-authorising Clients
Introduction Sometimes the authorisation expires of the accounting software from where the funds are imported in SMSF Sorted because of which accountants can not Re-Import the Client. To avoid this situation we have an option to Reauthorise Clients ...
Importing Clients in SMSF Sorted
Introduction This article will take you through the steps to import clients from your accounting software for further processing. This process helps to import client details from your accounting software like Fund Name, ABN and more. How to Import ...