Michaela Greene
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Recent activity by Michaela Greene-
Xero: Trial Balance import
To import a Trial Balance from Xero, follow the instructions below; Select "Connect to Xero" as the import source Enter your Xero account details and loginNote: Where applicable, you may be requir...
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BrightWorkpapers Word document Data fields
Data fields can be used to auto populate your firm or client information into your word documents. Please download our example document (see attached document at the end of this article) which in...
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Linking BrightWorkpapers and FYI Docs
In this article, we will run you through the steps of linking BrightWorkpapers and FYI Docs.This process only needs to be completed once by BrightWorkpapers user, whom is an active user within FYI ...
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Uploading documents from FYI Docs
Before following this process, please ensure you have first linked BrightWorkpapers and FYI Docs.The guide to doing this can be found below;Linking BrightWorkpapers and FYI DocsTo upload documents ...
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Confirm import of taxpayer data
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Connecting clients to ATOSA
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Setting up ATOSA connection
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Editing the figures in the Trial Balance
Trial Balance figures can be edited in the Working Trial Balance section.Edit the Account FiguresAccess Edit Mode in the Working Trial Balance screen; Enter the figures by typing into the boxes; C...
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Adding an account to the Trial Balance
New accounts can be added to the Trial Balance by using journal entries.Add an AccountSelect Journal Entries in a file; Complete the 'Journal Description' and select add; Select Adjusted as the ...
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Thomson Reuters XYZ Financial Accounts (Excel Export)
To export the Trial Balance to an Excel format which is compatible with Thomson Reuters XYZ Financial Accounts, simply:Access the Trial Balance by clicking on the icon in the functions tool bar; C...