Reviewing Funds using SMSF Sorted
Observation Tolerance
Introduction Our new Observation Tolerance feature has been introduced to reduce unnecessary manual work when reviewing data imported from accounting softwares. This feature allows users to set acceptable variance limits for small discrepancies, such ...
Observations
Introduction Observations in SMSF Sorted are automated validations and checks designed to identify specific compliance situations that may require attention. These observations help ensure that funds are compliant and highlight any issues that need ...
How to sign off on financials
Introduction 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 check the ...
How to efficiently Review with SMSF Sorted
Introduction In the dynamic world of SMSFs, staying organised and efficient is important. For reviewers using SMSF Sorted, a well-structured workflow can make all the difference in ensuring a thorough review of financial data and associated ...