Michaela Greene
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Articles
Recent activity by Michaela Greene-
Creating Excel Connect Fields
Excel Connect is used to populate your firm and client information, as well as Trial Balance, P&L, and Balance Sheet figures into your excel documents. For example, you can create an Excel workshe...
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Apply Datafields
Data fields can be used to auto populate your firm or client information into your excel documents. For example, you can create an Excel worksheet that provides information of your Clients, File's ...
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General Ledger CSV Import Template
Please use the CSV template below to load Trial Balances with transactions into your files: General Ledger Import Template.csv
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General Ledger Import Wizard (Custom CSV)
Step 1 - Open the General Ledger Import Wizard; 1. Open the Trial Balance in your file and select Import Trial Balance;2. Select the Custom CSV import option under the "Import Trial Balance with Tr...
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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...