Michaela Greene
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Articles
Recent activity by Michaela Greene-
SuperMate: Importing the Trial Balance
Before you begin the import process in BrightWorkpapers, ensure the financial year is closed in SuperMate for the fund you want to import. To import a trial balance from SuperMate, simply: Go to th...
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Custom Template Sign Offs
When creating a custom template for your firm, there is also the feature to create custom Sign-off roles, This can be done via 2 areas within the firm template portal. Area 1 - Main Page MenuIf you...
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Custom Template Statuses
When creating a custom template for your firm, there is also the feature to create custom statuses. This can be done via 2 areas within the firm template portal. Area 1 - Main Page MenuIf you move ...
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Updating firm settings
The settings menu allows you to manage and update the details of your firm. All of the information in the Firm Settings function can be edited by simply accessing the appropriate tab and updating t...
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Accessing firm settings
To access the firm settings: Click on the Tool icon drop-down menu in the top right-hand corner of the screen; Select the Settings button; You will now be taken to the firm details screen. You wil...
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Locked out and deactivated account
It is possible to deactivate your account by attempting to login up to eight times with the incorrect password.Once your account has been deactivated your Engagement Partner will have to reactivate...
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Logging in for the First Time
BrightWorkpapers restricts the access of users to a firm's account through its online login process. Each user of the firm has their own unique username and password to access the firm site, with e...
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Troubleshooting: Password Resets
Not receiving password reset emails Password reset link in the email is inactive New password not accepted If you have problems with resetting your password, this article explains some common scen...
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Two-Factor Authentication
1. Overview2. Two Factor Authentication Settings3. Logging in with Two Factor Authentication OverviewTwo Factor Authentication (or 2FA) is an additional layer of security that helps to further prot...
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Two Factor Authentication (2FA) FAQ
What is 2FA?Two Factor Authentication, or 2FA, is an extra layer of protection used to ensure the security of online accounts beyond just a username and password. It works by using a second piece o...