Members Only - Subscription User Orders (Reporting)

Subscription User Orders (Reporting)

NOTE: This functionality is only available to those who have a current Smarter Document (Create) Subscription.

If you are a Manager or an Administrator within a business, you have the ability to view and report on the status of SMSF document orders, these can be either Saved or Completed orders. Additionally, who was the authorised staff member that created the document order.

This reporting area is located within the Smarter SMSF Document Platform, so login 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, and arrived at the Dashboard. Select 'My Account' and then 'User Orders (beta)'.

4. You have arrived at the 'Account Order History' screen and defaulted to the 'Saved' document orders view.

The screen displays your Company name. If you are using BGL360 the Firm Shortcode Name links your client data from BGL into the Smarter Document Platform. A list of associated staff who have access to ordering documents and their email is displayed. The table lists associated Roles - Parent (Admin/Mgr) and Child (Staff). The Parent role provides the ability to view document orders, who in the business created the document, saved the document order, and any completed (submitted) document orders. There can be more than one Parent Role in a business. 

Note: Only the Parent Role will have access 

5. Select the 'Completed' tab to view a list of staff who have submitted/completed document orders through the Smarter Platform.

6. You can select the 'Plus' green cross icon to view all the 'Completed' document orders the associated staff member has created and submitted. Alternatively, you can select the 'Saved' tab and then the 'Plus' green cross icon to view all the 'Saved' orders associated staff has created and saved. These staff may not have the experience or qualifications to complete and submit a document order. The Manager/ Administrator (Parent) can sign off and submit the document order.

The User Management area currently displays the Roles and team members who have been added to the reporting functionality, only by Smarter SMSF. Shortly, businesses will have their own ability to add additional staff as Invited Users. This guide will be updated when this function becomes available.

Another exciting extension to the Subscription User Orders reporting will be the  Usage Report. The ability to generate a report for a specific date range, the document name (type) and how many (count) of each type of document will be very powerful for business reporting. This will also provide businesses with the insight to top up their subscription totals to ensure they can continue to order documents.

This guide will be updated when this function becomes available.

Support for the Reporting and User listing

If you need any support regarding the User Orders (Reporting) - setup and the addition of team members, you can 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 ticket to deal with your enquiry).