Michaela Greene
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Recent activity by Michaela Greene-
Status Profiles Tab
To access the Firm templates, simply: Ensure you are on the application Dashboard; While on the dashboard select Manage Templates on the top navigation bar, ; You will then be taken to the Manag...
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Industry Template Tab
To access the Firm templates, simply: Ensure you are on the application Dashboard. Click on the Dashboard then select Manage Templates. You will then be taken to the Manage Templates module. Fr...
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Refresh Reports
Once the trial balance has been imported a list of reports that are available will display. It is not until the report has been sent to the Working Paper Index that the report is generated from Cla...
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Download Reports
Only reports that have been sent to the Working Paper Index can be downloaded. Consequently reports are also available for download from the Working Paper Index. Open the Report Pack from the Worki...
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Activating the Report Pack
SMSF users can now achieve additional time savings and increased efficiencies with the ability to import selected Reports directly from Class Super and BGL Simple Fund 360.Note: The four Reports th...
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Customising template content
Once you have added the folders and workpapers to your template you can customise the individual folder and workpaper names, reference, order, and content contained within them in the same way as y...
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Issues with the Trial Balance import from Class, BGL 360 or Supermate
Common issues experienced with a Trial Balance from Class, BGL 360 and Supermate are discussed below.Reimporting the Trial Balance from Class/Simplefund 360 or Supermate Issue Response The Admin...
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BGL SF360: Importing the Trial Balance
To import a trial balance from BGL Simple Fund 360, simply: Ensure you are in the Working Paper Index of the Fund you want to update the Trial Balance for; Click on the Trial Balance button;Note: ...
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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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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...