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 If you're no longer working with a client and are certain they won’t return, you can choose to permanently delete the client from SMSF Sorted. Deleting a client will remove all associated data, and this information cannot be recovered. ...
Deactivating and Reactivating Clients
Introduction In SMSF Sorted, you can deactivate a client if you're no longer working on their job. Deactivating a client helps reduce your billing charges while still allowing you to retain their data at the lowest possible cost. Below is the ...
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 clients 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 ...