Michaela Greene
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Recent activity by Michaela Greene-
Editing a Step, Section or Task
There may be times when you need to edit the description of a Step, Section or Task added to the Workflow. This simple process is the same for each of the three levels of the Workflow. Open a previ...
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Adding Steps, Sections and Tasks
Adding Steps Access the Workflow within your file; Begin typing the name of the step in the box provided on the left hand side of the screen; Click Create; You will now see your new step in the St...
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How to import a Workflow
BrightWorkpapers allows you to import a Workflow from another client engagement file, firm template, or from an industry template.To import a Workflow:Select the Import Workflow button from the Wor...
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What is a Workflow
The Workflow is a helpful feature of BrightWorkpapers and allows firms to create a step-by-step guide for the audit or accounts team to follow, effectively allowing firms to hold the hand through ...
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Completion and Archive
The archive and lock feature in BrightWorkpapers allows you to set the file to lockdown after a predetermined number of days from the audit report signing date.This ensures that after the legislate...
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Fast Archive
From the top navigation bar, go to the File menu and select Completion and Archive;The audit partner can sign-off the engagement file. The date of partner sign-off populates to the below Step 3 ‘Au...
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Printing and storing a file offline
Once the file has been marked as completed and has been set for archive and lockdown, or at any stage during the engagement, you can print individual workpapers or the file in total to PDF or your ...
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Creating an Analytical Review - Ratio workpaper
To create a Ratio Analytical Review, 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 ...
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Creating an Analytical Review - Completion workpaper
To create a Preliminary Analytical Review, 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, ens...
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Creating an Analytical Review - Preliminary workpaper
To create a Preliminary Analytical Review, 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, ens...