Michaela Greene
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Articles
Recent activity by Michaela Greene-
Creating a blank workpaper
To create a new blank workpaper, simply: Ensure you are in the Working Paper Index;Click on the Working Paper Index drop-down arrow and select New Workpaper;Fill in the required fields displayed, e...
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Creating a new Symlink
To create a new Symlink, simply:Ensure you are in the Working Paper Index;Click on the Working Paper Index menu, and select New Workpaper;Fill in the required fields displayed, ensuring that the Ty...
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Types of Symlinks
The types of SymLinks provided in BrightWorkpapers include: Materiality Working Trial Balance Full Profit and Loss Full Balance Sheet Journal Entries Unadjusted Differences Summary Adjusted Differe...
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Adding new review point types
To add a custom review point type in an engagement file, simply:Ensure you are in the Working Paper Index of the client;Click on the Working Paper Index menu and select New Workpaper;On the New Wor...
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Reset Form
If during the customisation process you wish to start over and reset the program or checklist to the standard template before you begin customising the form, this is quick and easy to do. NOTE: Th...
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Reordering procedures
Once you have added your new headings, procedures, and sub-procedures you may wish to reorder them in the program or checklist you have customised.BrightWorkpapers utilises a simple drag and drop a...
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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...