Michaela Greene
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Articles
Recent activity by Michaela Greene-
Adding headings
There will be times when you wish to add new headings into your program or checklist and then add procedures under the heading or change the existing headings to better suit your firm's requirement...
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Adding procedures and sub-procedures
In a program or a checklist if you need to add additional procedures, or want to add sub-procedures under a pre-existing procedure it is quick and easy. New ProcedureTo add a new procedure:Ensure y...
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Deleting procedures
To delete an entire procedure from an audit program or checklist is easy, simply:Ensure you are in Edit Mode in the selected program or checklist;Identify the procedure you wish to delete;Click on ...
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Editing procedures
Once in Edit Mode, you can edit any of the text on screen, including titles, headers, procedures, and guidance information.To edit any of the text, simply:Ensure you are in Edit Mode in the selecte...
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Accessing Edit Mode
Before you can edit the procedures in programs and checklists, you will need to access the edit mode of the program or checklist. Access to Edit Mode is restricted to those roles granted access thr...
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Import documents requested by your audito
You can import documents from your year end file direct to the External firm portal. Login to the External Firm Portal and from the query page click on the BrightWorkpapers logo. (For information o...
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Download supporting documents
Note: This feature is specific to the External Queries work paper found in the Audit and SMSF Audit templates onlyBrightWorkpapers gives you the ability to download multiple supporting documents th...
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Send to Working Paper Index
BrightWorkpapers gives you the ability to send multiple supporting documents that have been uploaded by the External Firm in the External Firm Queries to the Working Paper Index. When the External ...
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Adding the External Firm Queries Workpaper
In order to send queries to an External Firm, your client's file must have an "External Firm Queries" workpaper. SMSF file templates (AU) have a set workpaper referenced A1 - Administrator Queries....
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A1 External Firm Portal - No Response Required
No Response RequiredTo ensure messages are displayed within the SMSF Dashboard, you must first create a file using the SMSF File Templates (AU) and link it to the appropriate external firm. Once th...