Michaela Greene
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Recent activity by Michaela Greene-
Deleting a supporting document
The following describes the process to delete a document in the Working Paper Index. To delete a document, simply: In the Working Paper Index, identify the document you want to delete; Hover your c...
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How to show hidden workpapers
In this guide, we will show you how to display hidden workpapers; Select options from the Working Paper Index; Tick show inactive workpapers Hidden workpaper will then display in the folders;...
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Replacing a Document
In this guide, we will take you through the steps of how to replace a supporting document with a newer version.You are able to do this action via 2 methods; Replacing via the Working Paper Index; ...
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Renaming Workpapers
Renaming Workpapers and Supporting DocumentsSupporting documents that are uploaded to the working paper index will be named what they are called on the local computer prior to uploading. To change ...
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Uploading a support document
Uploading your file/s (Drag and drop)1. In the working paper index open the folder you wish to upload the supporting document in. 2. In your computer, select the file/s you wish to upload, left cl...
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Restoring Previous Versions of a Supporting Document
After uploading a support document, each time you do an edit a new version is created. This also allows you to restore to all previous versions of the document by using the version history found at...
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Summary of Adjusted and Unadjusted Misstatements
Included in BrightWorkpapers is a Summary of Adjusted Misstatements, as well as a Summary of Unadjusted Misstatements workpaper. This section will guide you on how to access and use these documents...
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Exporting Journal Entries
From within each of the Journal Entries pages (Journal Entries, Summary of Unadjusted Misstatements, and Summary of Adjusted Misstatements) you can easily export a list of your journal entries to a...
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Deleting a Journal
At any point during your audit or during the recording of a journal entry you can either delete a specific account selected in the journal or delete the entire journal.Deleting Specific Accounts fr...
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Changing Journals to/from Adjusted and Unadjusted
If you need to change a Journal Entry from Adjusted to Unadjusted or vice versa, this is easily done, simply: Access the Journal Entries module; Identify the journal you wish to change; Using the d...