Michaela Greene
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Articles
Recent activity by Michaela Greene-
Xero - Automated Workpapers
In this guide, we will take you through how to use the Xero Automated Workpapers.Please Note: Automated Workpapers is compatible with Exempt templates only, and a Xero Trial Balance is required to ...
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Class Super (API): Updating the Trial Balance
To update a trial balance from Class, 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; Click on the Impor...
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Class Super (API): Importing the Trial Balance
To import a trial balance from Class, 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: You can also ...
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Class Super (Zip File): Importing the Trial Balance and Reports
his is a help guide for firms who wish to import Clients from Class Super using a manual import process within the BrightWorkpapers application. For steps on how to Export Reports from Class Super,...
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Class Super (Zip File): Exporting the Trial Balance and Reports
MPORTANT: this article assumes that the Class Super Administrator has setup the required Report Packages in Class. For more information see Class Super (Zip File): Administrators guide to setting u...
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Class Super (Zip File): Importing Clients
This is a help guide for firms who wish to import Clients from Class Super using a manual import process within the BrightWorkpapers application. For steps on how to Export funds from Class Supe...
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Class Super (Zip File): Exporting Clients
IMPORTANT: this article assumes that the Class Super Administrator has setup the required Report Packages in Class. For more information see Class Super (Zip File): Administrators guide to setting ...
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Class Super (Zip File): Administrator's guide to setting up Report Packages
This guide walks the Class Super Administrator through setting up the required packages for the Auditor or Accountants to import into BrightWorkpapers.Please be advised that Auditors can run and im...
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Import Clients - Class, SimpleFund 360 and SuperMate
For Class, BGL SimpleFund 360 and SuperMate clients you are able to take advantage of our Import Clients function.Click here to watch a short video on how to use the Import Clients function for Cla...
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Import Clients - Class, SimpleFund 360 and SuperMate
For Class, BGL SimpleFund 360 and SuperMate clients you are able to take advantage of our Import Clients function.Click here to watch a short video on how to use the Import Clients function for Cla...