Michaela Greene
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Articles
Recent activity by Michaela Greene-
Importing a Trial Balance From Bright
To import a Trial Balance from Bright, follow the instructions below;Note: Please ensure the client name and all related dates match between the file in BrightWorkpapers and what is shown in Bright...
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Exporting the Trial balance to IRIS Accounts Production
This guide steps you through the process of exporting a Trial Balance from BrightWorkpapers into IRIS Accounts Production, using a range of popular bookkeeping packages. Export the Trial Balance fr...
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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...