Custom Templates

• Quick Start guide to Custom Templates

Groups

• Running and tracking a group consolidation
• Understanding the consolidated Trial Balance and Consolidation Breakdown
• Setting up a Group Audit engagement file
• Group Audit & Consolidation: an overview
• Unlinking a Shared Workpaper
• Viewing Shared Workpapers

See all 8 articles

Getting Started

• Basics
• Profile Settings
• Top TIps
• Getting Started Guides
• Logging in

User access and permissions

• Adding and removing users
• Changing Access for External Users
• Roles and Permissions

Dashboard

• Activity Feeds
• Review Points
• Key Document Completion
• Your Files
• My Recent Files

Workflow Manager

• What is the Workflow Manager
• Creating custom status workflows
• How to use the Workflow Manager

Clients and files

• Import Clients
• Creating and accessing files
• Creating SMSF Clients
• Creating and updating clients
• Client and file maintenance

Integrations

• Universal
• AU Integrations - Trial Balance
• AU integrations - Report Pack
• AU Integrations - SMSF Client List
• AU Integrations - Class Super

Trial Balance

• Dual Codes
• Accessing and creating Custom Accounting Structure templates
• Mapping the Trial Balance
• Importing the Trial Balance as Custom CSV
• Editing Accounting Structures

Excel Connect

• Excel Connect

General Ledger

• Importing the General Ledger as Custom CSV

Working Paper Index

• Planning Lockdown
• Microsoft Office Online
• Recording and summarising Journal Entries
• Supporting Documents
• Copying Workpapers

Workflow

• How to import a Workflow
• How to set up a Workflow

File completion and archive

• Printing and storing a file offline
• File completion, archive and lock

Customising the Working Paper Index

• Customising programs and checklists
• Customising the Review Point types
• Creating Symlinks
• Creating new programs, checklists and forms
• Creating new Lead Schedule Summaries and Lead Schedules

SMSF Dashboard & Portal

• SMSF Dashboard Notifications
• SMSF Dashboard - Administrator
• External Firms and Users
• External Firm Portal
• SMSF Dashboard - Auditor

Client Portal

• Client Portal – For Staff
• Client Portal – For Your Clients

Firm templates

• Accessing and creating firm templates
• Edit Sign Off Roles & Statuses
• Customising template content
• Status Profiles & Industry Templates

Audit Content Packs | Exempt, General Audit and Review

• Audit Plan B40 (UK Only)
• B40 Audit Plan (UK Only)
• Using the Analytical Review workpapers
• Calculating Materiality
• C Folder - Internal Control Evaluation

Audit | SMSF & Audit | Trust Accounts (Australia Only)

• Audit | SMSF (Australia Only)
• Audit | Trust Accounts

Periodic Files

• Periodic Files

BrightWorkPapers Academy

• Accessing MyWorkpapers Academy
• MyWorkpapers Private Training Resources

Release notes

• Platform Updates
• UK Content Updates
• AU Content Updates