Michaela Greene
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Recent activity by Michaela Greene-
Accessing the client list
To access the client list, simply:From the Dashboard, click on the My Files tp the left and then select Clients; You will then be taken to the client list, as depicted below. From here you can se...
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Client list
A client list is simply a list of all your clients within BrightWorkpapers. It acts as a database with information on the client such as name, address, client type etc. It also lists all the files ...
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Manually Create SMSF Clients
For Class, BGL SimpleFund 360 and superMate clients you are able to take advantage of our Import Clients function. See here for instructions on importing clients from Class, BGL SimpleFund 360 and ...
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Adding and deleting staff on an engagement file
Before a staff member is able to access a file, they must have been added to the engagement team of the file. This provides an additional layer of protection to potentially sensitive client informa...
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Opening and closing a file
Opening and closing a file Contents 1.Opening a file 1. From the My Files page 2. From the Clients page 3.From the Workflow Manager page 2. Closing a file 1. Op...
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Searching for files
To search for a file already created, simply:Access the My Files page from the side menu by clicking on My FilesType in the name of the client in the search box;Select a single or multiple search f...
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Creating a new file
In this guide, we will be taking you through how to create a file on BrightWorkpapers. This will include the new File Template button, which will now make the process of selecting your template muc...
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Import Clients via CSV
To import clients into BrightWorkpapers, simply follow the steps below: Go to the Clients page and click on the "Import Clients" button Select the "Custom CSV" button in the window Upload the C...
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QuickBooks Online: Trial balance Import
To import a Trial Balance from QuickBooks Online simply; Select QBO as the import source 2. Type in your QuickBooks login details 3. Click Authorize4. Select the appropriate options and then pres...
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Xero: Journal Entries export
Xero Journal Integration VideoTo export your journal entry adjustments to Xero, simply: Select the adjustment section(s) that you want to export then click on the Export button > Export to Xero;Not...