Support BrightWorkpapers
- Total activity 19
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 2
Articles
Recent activity by Support BrightWorkpapers-
Delete a Client (Company not user)
In this guide, we will take you through how to delete a client from your instance. Go to the Clients section Search for the name of your client using the search bar Click on your client and expa...
-
Export Review Points
In the system we do not have a way to export Review Points into an excel document. You can however use the Print View option and save Review Points in a PDF format.To do this; Go to your Review Poi...
-
Essential - Copy From Prior Year File
In Essential, you are able to copy workpapers from the prior year quickly and simply based on where a document previously sat.The guide below will show you have to do this.From the Trial Balance, l...
-
Essential - Removing Supporting Documents
In this guide, we will walk you through the process of quickly deleting and restoring a supporting document from the Trial Balance. Deleting a Supporting DocumentLocate the account your supporting ...
-
Essential - Adding a Note
In this guide, we will take you through how to add a note to a specific account in the Trial Balance.In the Trial Balance, select the 3 dots to the right of the account you wish to add a note.2. Se...
-
Essential - Office Online Quick Access
In this guide, we will take you through how to quickly access Office online for either a Word or an Excel document.1. Locate the account with the supporting document attached. Click the paperclip t...
-
Essentials - Adding Supporting Documents
In this guide, we will take you through uploading supporting documents directly into your Trial Balance.1. Locate your supporting document locally on your computer.2. Drag the Supporting Document o...
-
09/2026 - v26.9.2 Release notes
IntroThis release introduces a number of improvements and fixes across BrightWorkpapers. Everything below is live from 25 September 2026.New FeaturesExcel Connect: prior year figure retrievalExcel ...
-
09/2026 - v26.9.1 Release notes
IntroThis release brings a new way to rotate PDF pages directly in the document viewer, more reliable Xero ledger imports, and a number of display and workflow fixes across BrightWorkpapers. Everyt...
-
08/2026 - v26.8.2 Release notes
IntroThis release introduces Group Audit & Consolidation to BrightWorkpapers, alongside a set of smaller feature additions and reliability improvements across the UK, Ireland/EU and Australia.New F...