Michaela Greene
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Recent activity by Michaela Greene-
Accessing the General Ledger
To access the General Ledger; 1. From within the client file, click on the Trial Balance dropdown and select General Ledger; 2. The general ledger transactions will be displayed; 3. From the top o...
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Xero General Ledger Import
In this article, we will show you how to import the General Ledger from Xero to BrightWorkpapers.1. Select Import from the Trial Balance page:2. Select "Connect to Xero" 3. Enter your Xero details ...
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How to Import Report Packs from Class and Simplefund 360
Contents Accessing the Report Pack Send to WPI Individually Send to WPI Bulk Send to WPI Refresh Reports Report Pack Listing SMSF users can now achieve additional time savings and increased effi...
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Bulk sign-off - Lead Schedule Summaries
BrightWorkpapers gives users the ability to bulk sign-off Lead Schedules within the Lead Schedule Summary.Some firms may perform all of their working at the Lead Schedule Summary level and conseque...
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Bulk referencing and annotations
If you have a supporting document, comment, or tick mark which applies to more than one account in your Lead Schedule then you can benefit from the multiple account selector in BrightWorkpapers, al...
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Adding supporting documentation to Lead Schedule Summaries and Lead Schedules
To add supporting documents to Lead Schedule Summary and Lead Schedule, simply: Ensure you are in Working Paper Index of the file; Select the Lead Schedule Summary or Lead Schedule; Open the File...
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Adding Comments to Lead Schedule Summaries and Lead Schedules
To add comments to Lead Schedule Summary and Lead Schedule simply: Ensure you are in the Working Paper Index of the file; Select the Lead Schedule Summary or Lead Schedule; Next to the account yo...
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Lead Schedule Summaries
In addition to the Lead Schedules that you will see in BrightWorkpapers, you will also find Lead Schedule Summaries, which is a summary of a group of Lead Schedules.A summary of the features of a L...
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Lead Schedules
An example of the Lead Schedules included in BrightWorkpapers can be seen below: Referencing From a Lead ScheduleReferencing from the Lead Schedule is used to connect to supporting documents or ot...
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Display the Net Profit in a lead schedule
To display the net profit on an equity lead schedule, please:Access the Lead Schedule where you want the Net Profit to be displayedClick File | Edit Mode** Note: You will need appropriate permissio...