Creating Jobs & Preparing Workpapers
Understanding Job Dashboard
Job Dashboard The Job Dashboard in SMSF Sorted provides essential information for managing a job. It offers various details and functionalities to help you efficiently handle the job's activities. Here's an overview of the key components of the Job ...
Deleting Jobs
Introduction Here's how you can delete a job for your clients, follow the simple easy steps outlined below. How to Delete a Job Follow the steps mentioned below to Delete the Job. Step 1: Click on Clients > Manage Jobs > Queue Job(s)/My Job(s). Step ...
Creating a Wind-up Job
Introduction If you have a wind-up fund, you will first have to add a wind-up date in the accounting software. Here's how you can add wind-up date in the accounting firm and then process the wind-up job for the fund. Adding Wind-up Date in the ...
Creating Manual Job
Introduction If you are not using any accounting software for processing SMSF funds, you have an option to create manual jobs within SMSF Sorted. While creating a job for a manually added fund, you will not have an option of Create Job, instead you ...
How to Add Comments, Queries, and Review Points
Introduction Here's how you can Raise a Query, Review Points and Add Comments as and when required. Add Comments Step 1: Click Add Comments within the observation. Step 2: Enter your comment in the text box and click Save. Step 3: The comment icon ...
Downloading & Reviewing the Sorted Workpaper File
Introduction This article will showcase how to download the Sorted Workpaper files with supporting documents all in one single PDF file which will help to ease the review and storage of it. The Sorted Workpaper file will now be generated into a ...
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, ...
Importing & Re-importing Lead Schedule
Introduction Once you have successfully created a job, the next step is to import the lead schedule. You can Import Lead schedule directly from the Created Jobs page or you can also go to Clients > Manage Jobs > Process Job > Import Lead Schedule. ...
Creating Jobs
Introduction Here's how you can create a job for your clients, follow the simple easy outlined steps below. How to Create a Job Step 1: Click on Clients > Manage Clients. Step 2: Under the Action column, click the three-dot icon and select Create a ...
Understanding Global Dashboard
Introduction The Dashboard in the portal provides a quick overview of key information and actions. Here's a breakdown of what can be found and performed on this page: My Jobs This section displays the jobs with the stage they are in currently on your ...