Practice management for VAs & bookkeepers.

How do you use Sorted?

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✨ Try Appsolutely Sorted

You're about to explore a fully working demo with realistic sample data. Nothing you do here is saved to any database.

By continuing you agree this is a demo environment with sample data only.

© Appsolute Admin. Appsolutely Sorted — including its design, features and underlying code — is proprietary and provided for demonstration purposes only. It may not be copied, reproduced, reverse-engineered or redistributed without written permission.

tracking
What's On
To Do
Notes
Manage Check-In Items

Set each client's Daily Check-In items and default days here. Today's unticked items show up on the To Do page automatically, filter to Check-Ins there to action them day to day, this is just for setting them up.

Add Reminder

Pops up with a snooze option whenever you open the app, once it's due, while this tab/app is open, not a phone-locked push notification.

New Item
Pick more than one and each gets its own independent copy, tick one off without touching the others.
Timesheet
Meetings
Checklists

Recurring checklists for end-of-month, weekly, payroll, and custom workflows.

Reports
Custom range to
By Client
Client Hours Timesheet
All Sessions
Clients
Archive
▼ To Do

Completed tasks — tap to reopen.

▼ Meetings
▼ Checklists

Archived checklist periods — a record of what was completed and when.

▼ Payroll Periods

Archived payroll checklist periods, across all clients.

▼ Clients

Archived clients — restoring brings them back into every active list.

Feature Guide

Everything the app can do, kept up to date as new things ship. The star in the nav clears once you've had a look.

Help
Missing Documents
Onboarding
Package Library
Templates
✍ Email Signature
▶
📎 PDF Documents
▶
📋 Checklist Templates
▼
✉ Email Templates
▼

Save your onboarding, follow-up, birthday and other email templates here.

⭐ Session Note Library
▶
Libraries
Task Library

Reusable task text that appears as suggestions when adding a To Do item.

Onboarding Pipeline

The stages new clients move through on the Onboarding board.

Missing Docs Description Library

Reusable descriptions that appear as suggestions when adding a Missing Docs item.

BAS Portal
💳 Payment Plan
Reminders & CPE
New Reminder
New CPE Entry
Import CPE Entries from CSV

Pick your CSV, then match each of its columns to the right field below. Rows that can't be matched to a valid date and hours will be skipped.

Client Log
New Consult Entry
No file attached (PDF uploads removed)
📚 Starter Library

Ready-made email templates and checklists to get you started. Click Use This → to add a copy to your own Templates above, then customise it.

Payroll

Create a payroll checklist for each client. Resets each pay cycle — previous runs are saved to Archive.

New Task
Task Library
New Meeting
Demo Feedback
New Checklist Template
Add Package
No file attached (PDF uploads removed)
New Client
Log Manual Time
Import Timesheet CSV

For For migrating historical entries — one CSV per client.
Format: DD/MM/YYYY,HH:MM,HH:MM,Notes
e.g. 18/12/2025,15:35,15:50,Bank rec
Notes optional. Also accepts YYYY-MM-DD.

Settings
Account
Microsoft Outlook Sync
Plan & Licence
Feature Toggles
Supabase Sync
Service Profile

Controls which sections appear in your sidebar.

Tap any combination — no need to pick "Both," ticking two just works.
🧪 Demo Feedback ▸
👥 Who's Registered ▸
Data Backup
Automatic local backups, taken every 2 hours on this device, independent of the cloud connection:
Missing Docs Library

These are the suggestions that appear when filling in Description and "What I Need" fields on a Missing Documents list.

Descriptions
What I Need
Add Note
New Missing Documents List
Log Correspondence
Set Follow-up Reminder
🎉 New Client Added!

Would you like to create an onboarding checklist for ?

Daily Summary

Copy and paste into an email or message.

Add Task to Session
New Email Template

Tip: use [First Name], [Client Name], [Date], [Your Name] as placeholders. If you attach a PDF, copying the template will also download it for you to drag into your email.

New BAS Entry
Checklist
Sent to Client to Pay (if applicable)
Generate Full Year

Creates every period for a whole year in one go, so you're not setting each one up individually. Periods that already exist for this client/type/date are skipped, not duplicated. Amounts are left blank to fill in as each period comes up, except PAYG Income Tax which carries the same instalment amount across all periods, matching how it already carries forward quarter to quarter.

New Payment Plan

Saving builds an even instalment schedule across the number of instalments you set, spaced by the frequency chosen. Editing the total or instalment count after instalments have been marked paid will rebuild the schedule, so double check paid instalments before changing these.

⚠ Connection Lost

This device couldn't reach your Supabase project just now. To protect your data, nothing you do here will be saved to the cloud until it reconnects, everything is being kept safely on this device only in the meantime.

Please don't try to fix this by reconnecting or changing your Supabase URL/key yourself. Close this message and contact Haylee, she can check what's actually happening on the Supabase side safely.

Most often this is because the Supabase project has gone to sleep from inactivity and just needs a minute, or your internet dropped out.

Manage BAS Clients

Tick which clients you lodge BAS/PAYG for — this controls who shows up on this page. Unticking both just removes them from here, it doesn't touch anything they already have on file.

Edit Time Entry
Start Timer
⏰ Due Today & Overdue
✨ What's New
⏹ Clock Out
New Payroll Checklist
Tick / N-A columns cycle blank → ✓ → ✕ when clicked. Number/Text columns let you type a value directly (e.g. a dollar amount for Uniform Allowance).
✏ Edit Onboarding Pipeline

Add, remove or rename stages and their sub-tasks. Changes apply going forward.