Michaela Greene
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Recent activity by Michaela Greene-
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...
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Referencing
Open the program or checklist by left clicking on the program or checklist name or reference number; Identify the procedure you wish to reference; Hover over the Ref column against the procedure...
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Completing procedures
Open the Folder and select the Workpaper by left-clicking on the Workpaper or the reference number. Identify the procedure or checklist item you wish to complete; Tick the Completed box to mark...
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Adding In-Text Referencing and Data Fields
With the BrightWorkpapers In-Text Referencing and Data Fields tool you are able to create a hyperlink reference to any workpaper in the Working Paper Index or automatically import key client data d...
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Creating Risks
Inherent and control risk assessment workpaperYou will now see that following the release of our Enhanced Risk Management content, the way risks are created has changed.We now have the B30 workpape...