Enter the two connection details I sent you when your account was set up. You only need to do this once on each device, then you sign in with your email and password.
⚠ Once this is connected, please don't go back into the Supabase website and change, delete, or recreate anything there yourself, even if something looks broken. Doing that can permanently lose your data. If anything here looks wrong or won't connect, contact Haylee rather than trying to fix it in Supabase directly.
Sign In
Sign in with your email and password.
Create your account
This creates your own sign-in for this practice's copy of Appsolutely Sorted.
Your account has an authenticator set up, so a code is needed to finish resetting your password. If you no longer have access to your authenticator app, this reset link can't complete the change on its own, contact support.
Scan this with Google Authenticator, Authy, or similar. This only happens once.
Can't scan? Enter this code manually:
Enter your code
From your authenticator app.
Subscription Terms and Privacy Policy
Before you start, please read and accept the Subscription Terms and Privacy Policy. They're short, in plain English, and cover your plan, billing, cancelling and how your data is looked after.
This helps us show the right tools in the sidebar. You can change this any time in Settings.
✨ Try Appsolutely Sorted
Have a look around a working copy of Sorted with sample clients, tasks, BAS entries and timesheets. Every feature is switched on. Nothing you do here is saved, and Reset puts the sample data back.
Next you'll pick how you work (Finance / Bookkeeping, Admin / VA, or both) so the demo shows the right menu.
✨ Demo: sample data only, nothing is saved. Like it? I'm interested
Appsolutely Sortedv8.9.4 · 26 Oct 2026BETA
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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.
Tag this to a period so applying it again for the same period, per client, gets caught as a duplicate instead of creating a second copy.
Timesheet
Meetings
Checklists
Recurring checklists for end-of-month, weekly, payroll, and custom workflows.
Reports
Custom rangeto
By Client
Client
Hours
Timesheet
All Sessions
Income & Rate Check — By Client
Client
Package
Income (mo. equiv.)
Hours (Actual / Est.)
Avg Hrs (3-Mo / 12-Mo)
Target $/hr
Actual $/hr
Gain/Loss $
Rate Check
Income is package amount (and any recurring extra charges) smoothed to a monthly-equivalent figure. One-off package fees and one-off extra charges aren't included in the monthly figures above. Gain/Loss $ compares actual income against what the logged hours should have earned at the target rate. Est. Hours comes from the "Estimated Monthly Hours" field on each client's profile. Avg Hrs (3-Mo / 12-Mo) is anchored to the current month (not whichever month you're browsing above) and averages over however much history exists if it's under 12 months — so recent pace, not a half-finished current month, is what should inform pricing.
Hours, Last 12 Months
Covers the 12 months up to and including the current month, regardless of which month you're browsing above. Includes any archived or paused client who logged hours in that period. 12-Mo Avg is hours per month over the completed months you've had each client (from their Since date or first logged hours, whichever is earlier), up to the last 11 completed months. The current month joins the average once it's over. A brand new client shows this month's hours until their first month is complete. The Total row's average is across all completed months. On a narrow screen only the most recent 6 months show, scroll the table sideways for the rest.
Clients
Client Database
Every enquiry, lead and past contact, not just current clients. Web-form enquiries land here too. Separate from the Clients tab, nothing here counts toward active client lists, checklists, or reports until it's converted.
New Entry
🔗 Linked to a client. Business, contact, email, mobile, DOB and ABN / TFN also update on their client record when you save.
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
▶
Click Copy, then paste (Ctrl/Cmd+V) straight into the signature box in Outlook or Gmail. Links stay clickable.
📎 PDF Documents
▶
Store your service/pricing PDFs here so you can attach them when copying an email template. Upload, delete or replace these any time your prices or packages change.
PDF uploads have been removed to keep the app fast and reliable, storing files this way was what caused local backups to run out of space. Use Hubdoc, Xero, or Google Drive for documents instead.
📋 Checklist Templates
▼
✉ Email Templates
▼
Save your onboarding, follow-up, birthday and other email templates here.
⭐ Session Note Library
▶
Saved notes show as autocomplete suggestions in the Timer, Clock Out and Manual Time fields. Tap ⭐ next to any note field to save it here.
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
Before you go — mind sharing a quick thought or two? It really helps.
New Checklist Template
Add Package
No file attached (PDF uploads removed)
New Client
Tick what this client needs — saving will automatically create (and keep updated) their copy of each. Unticking won't delete anything already created.
Tick any combination, controls what shows for this client on the BAS Portal tab. Leave both unticked for not registered/N/A.
Directors, sole traders, or partners under this entity, for tracking their own PAYG Income Tax obligations separately. Not separate clients, no login or billing of their own.
Checking connection…
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.
Nightly backups
One copy a night, kept for 14 days. Download one to keep, or send it to the subscriber to load with Settings → Account → Restore Backup.
Set up account
Changing this changes the email they sign in with, straight away.
Active at $0 with no trial end or billing date. They can change plan themselves, free. Untick to start charging again (then use Mark paid when they pay).
Set by Mark paid. Booked plan changes and cancellations start on this date, and it moves on a month by itself.
Leave blank to close the account straight away.
Email:
Temporary password:
This password is only shown now. Send the handover email before you close this.
Automatic local backups, taken every 2 hours on this device, independent of the cloud connection:
Plan & Licence
Feature Toggles
Service Profile
Controls which sections appear in your sidebar.
Tap any combination — no need to pick "Both," ticking two just works.
Microsoft Outlook Sync
Supabase Sync
📊 Subscriptions
Click a column heading to sort, click a row to edit. Monthly income counts Active paying subscribers that aren't cancelling. Prices include GST.
👥 Subscribers
Every account (yours too) is backed up each night and kept for 14 days. See your own backups
🗒 Admin log▸
📨 Interest Requests ▸
Everyone who's sent the "Interested in trying Sorted?" form, with their answers. Only your signed-in account can see these.
Requests
Tap Refresh to load.
🧪 Demo Feedback ▸
Anyone trialling the Demo also sees a Feedback button right on the demo banner, and gets prompted again when they exit — their answers land here.
Responses Received
Tap Refresh to load responses.
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.
Add BAS Entry
Total to pay$0.00
Sent to client to pay and Transfer set up: click to cycle blank, Yes, N/A. Use N/A for whichever one doesn't apply, it still counts as done.
Used for the Remind to sign flag, 14 days after this date if still unsigned.
Generate Full Year
Sets up every quarter and month needed for the year in one go, with due dates worked out. Anything that already exists is left alone.
Uses what's ticked for each client in 👥 Manage Clients: quarters for BAS or PAYG Income Tax, months for PAYG Withholding. Directors and other individuals are set up one client at a time.
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.
⚠ More Than One Saved Copy Found
This is a safety stop, not a problem with this device. Nothing has loaded and nothing will save until the extra copies are sorted out. Please don't try to fix this yourself in Supabase.
Manage BAS Clients
Tick which clients you lodge BAS/PAYG for. This decides who Generate Full Year sets up and who shows in the Not set up note. Unticking a type leaves any entries already made alone.
Edit Time Entry
Start Timer
⏰ Due Today & Overdue
✨ What's New
⏹ Clock Out
The time will be saved to this client instead.
Add a note, or use Skip & Save instead.
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.