Michaela Greene
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Articles
Recent activity by Michaela Greene-
Exporting Journal Entries To Bright
To export your journal entry adjustments to Bright: 1. Select the adjustment section(s) that you want to export then click on the Export button > Export to Bright; Note: You will not be able to ex...
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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 ...