Members Only - Admin Console
Admin Console - Reporting
NOTE: This functionality is only available if you hold a current Smarter SMSF Document (Create) Subscription.
If you are a Manager or an Administrator within a business, you can view and report the status of SMSF document orders generated by your team. Document orders have the status of 'Saved' or 'Completed'.
The 'Parent' (Manager or Administrator) has the authority to view document orders that were created by an authorised staff member 'Child' and were saved pending sign-off and completion of the document order. The 'Child' - staff member may not have the experience to complete and submit the document order.
Note: If you require an additional team member to be added or removed, please contact us and advise the Role structure (i.e. Parent or Child view).
Yes, you can have more than one Parent associated with the document subscription.
The reporting area is located within the Smarter SMSF Document Platform. Log in and follow these instructions:
1. Go to the Smarter SMSF website: https://smartersmsf.com/, then from the top menu select 'Login' and then 'Platform Login'.
2. Enter your login details and click on the 'Log in' button.
3. You are now logged into the Smarter SMSF Document Platform, arriving at the Dashboard. From the top right of your screen hover your mouse over the four squares, the 'App Switcher'.
4. Then select 'Admin Console' from the drop-down menu.
5. The screen opens on the 'Account Order History' page with your Company name and the default tab displaying the 'Saved Orders' screen. This screen contains a list of the team members linked to the company document subscription and the associated 'Roles' (Parent or Child).
If you are using BGL360 the Firm Shortcode Name will link your client data across from BGL into the Smarter Document Platform.
6. Within the 'Saved Orders' tab, click the green cross 'Plus' symbol to expand the view of all the 'Saved orders'. This will provide a list of Saved documents that have not been submitted and are perhaps waiting for sign-off and final checking by the Admin 'Parent' user. The 'Child' user created the document order and saved it.
7. The 'Status' will display 'incomplete' and the 'Parent' user can click the 'View' button to open the Saved document order.
8. The Save Document order opens. Review the data entry fields before finalising and submitting the document order.
9. Select the 'Completed Orders' tab to view a list of all team members who have completed document orders through the Smarter Platform. Associated Roles of team members are also indicated.
10. Select the green 'Plus' symbol next to the relevant staff member to view all the 'Completed' document orders the selected staff member has created.
11. Select the 'View' icon to open a PDF document copy of the completed order. Useful if a team member is absent from the office and a copy is required for printing.
12. Company documents can also be viewed.
13. A list of the Company documents is displayed for selection.
Once a document has been submitted for order and generated, the document record becomes listed in the Completed documents table.
Any documents Saved during the creation or order process remain in the Saved document list table. This can create confusion, or the visual listing of saved documents can over time, become overwhelming and time-consuming to scroll through large lists of Saved document records that are no longer required.
14. Once a fund document has been generated and the copy is listed in the Completed orders table, any unwanted Saved documents can be deleted. From within the Saved Orders tab, select the individual or multiple Saved documents, Select All.
15. Click the Delete Selected button.
16. The 'User Management' page displays the 'Invited' and 'Invite User' tabs. Use this list to review who is associated with the document subscription and the 'Roles' assigned to each team member.
Functionality is being developed to allow the Account Holder of the document subscription, access to add or remove team members and assign Role types. In the short term, please submit a support request to add or remove team members. The additional information that currently requires review is any document orders created by a team member, may require transfer to an active team member, for historic record access.
17. Select the 'Usage Report' page. This page is a Dashboard for your document subscription.
The details of the document subscription include the Subscription Date of commencement, the Subscription Renewal Date (depending on monthly or yearly premium), the Subscription Anniversary Date, when the next subscription premium is due and the document counter will reset back to zero. The Subscription Type, the Create Counter indicates how many documents were purchased with the Subscription. The Document Created totals how many documents the team has generated since the last Subscription Anniversary Date. The Document Remaining displays how many documents remain available to be ordered from the total purchased at the last Subscription Anniversary Date.
18. You can search document records across all completed orders. Search an email of a team member linked to the document subscription.
19. Click the 'Filter & Sort' button to access additional search filters.
20. Download a report.
21. Select the 'Subscription Details' page. The default tab is the 'Document' summary table of Role types, team members and the number of documents ordered listed under the Individual Counter.
22. The 'CPD' tab displays a list of team members associated with the Business CPD subscription.
23. The 'Support' tab will indicate if a Technical 'Support' subscription is in place.
Further information about technical support is available at this address: https://smartersmsf.com/support/
If you need any support regarding your document subscription or the Admin Console, please get in contact with us in any of the following ways:
- By telephone on 1300 95 94 76
- By emailing us at support@smartersmsf.com (NB. This will log a support ticket and email you the number).