Michaela Greene
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Recent activity by Michaela Greene-
Folders
The Working Paper Index contains a series of folders which the respective areas of your engagement are stored, similar to a paper based file (e.g. planning, completion sections). Each folder is nam...
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File menu
Under the File menu is each of the following sub-menus and their function: Edit Mode Reset Form File Notes Activity Feeds Edit Sign-Off Roles Language & Regional Settings Engagement Team Permissio...
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Functions toolbar
When logged into a specific file, at the top of the screen you will see the functions toolbar. This toolbar provides you with quick access to some of the more commonly used features and functions i...
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Accessing File Details
To access you file details directly from the Working Paper Index, please follow the below guide; 1.From the Working Paper Index select the File Dropdown and select File Details. 2. You will then be...
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Customiser - Year-End Generic Pack
The Customiser for the Year End Generic pack is located by accessing it from the Working Paper Index The Customiser for Year-End Generic has a 'no' default response and only displays standard secti...
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Creating your firm Tickmarks
In addition to the standard Tickmarks provide, you can also create Tickmarks for your firm through the firm settings:To create your own firm Tickmarks, simply:Navigate to the firm settings from you...
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Managing Tickmarks
Managing your firm Tickmarks is an easy process through your firm settings.To access the Tickmark settings, simply:Navigate to the firm settings from your toolbar; 2. Select the Tickmarks menu t...
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How to add and remove Tickmarks
Tickmarks can be added to any Lead Schedule within BrightWorkpapers. Contents How to add a Tickmark How to remove a Tickmark To add a Tickmark Open up your Lead Schedule; Identify the account r...
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Standard Tickmarks
Within each Lead Schedule you will also find Tickmarks which are symbols that you can assign to individual account rows to indicate that you have performed a certain procedure. If you hover over th...
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Copying workpapers from other files
Copying workpapers from other files.If you ever forget to bring through a specific document from a rolled-forward file or are even just looking for a specific document to add to your file, the Copy...