Michaela Greene
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Recent activity by Michaela Greene-
Adding a new Lead Schedule to an existing Lead Schedule Summary
Adding your new Lead Schedule to an Existing Lead Schedule Summary will enable it to be displayed correctly in its sections, as well as grouping the Accounting structure items accurately. Adding a ...
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How to show/hide Lead Schedules within the Working Paper Index
To display the Lead Schedules within the Working Paper Index, please follow the steps below:Access the Working Paper IndexClick OptionsTick Show Lead Schedules To hide the Lead Schedules within th...
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Filtering the Review Points
The Review Points Summary can be filtered based on the following criteria: Assigned to; Assigned by (creator of review point); Status; and Type To filter the Review Points, simply: Open up the Rev...
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Viewing Review Points
There are numerous ways in which you can view the resolved and unresolved Review Points on a file. Contents Through the Review Points Summary Through the Working Paper Index Through the Review P...
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Resolving a Review Point
When a Review Point is added to a file, it will need to be marked as resolved before the partner can sign off on the report.Mark a Review Point as Resolved Access the Review Points Summary by click...
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Adding a Review Point
The default Review Points included in BrightWorkpapers are: Review Points The default type which any staff member is able to use. Audit Action Points A list of items that are required to be a...
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Review Point Types Missing
If you are unable to add a review point into your file, this will be due to Review points missing from your file. On most occasions this is due to not selecting them during the roll-forward process...
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Changing the sign-off date and one click sign-off
Changing the sign-off date of workpapers is a restricted feature and by default is restricted to users with the Partner role from the Permissions menu. For more information on editing the Permissio...
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Sign-off and completion
Once a program, checklist or other document has been prepared, reviewed or completed there are functions available, as noted in the Completion Statistics chapter of this manual, to allow you to s...
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Adding comments
Open the program or checklist by left clicking on the program or checklist name or reference number; Identify the procedure you wish to add comments against; Click in the comments box provided an...