Creating Jobs & Preparing Workpapers
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, here's how you can create a wind-up job for that fund. To create a wind-up job for a fund in SMSF Sorted, you will first have to add a wind-up date in the accounting software. Here's how you can add wind-up ...
Creating Manual Job
Creating Job for Manual Fund While creating a job for a manually added fund, you will not have an option of Create Job, instead you will see Submit to Auditor option. Here's how you can create job for manually added funds. Step 1: Click on Clients > ...
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 steps below to create jobs. 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 ...
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 ...