Michaela Greene
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Articles
Recent activity by Michaela Greene-
Assigning Client Checklists
We have now added a feature that allows you to assign specific checklists to your client users via the client portal. In the below guide, we will cover exactly how this can be done; Assigning the p...
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Drafting, releasing and archiving templates
Each template in the manage templates module can either be set as: Draft This is the status of the template which should be used when the template is in development / being customised for your fir...
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Creating new templates
To create a new Firm template, simply: Go to the "Manage Templates" module from the Dashboard Bar; Click on "New Template" to expand the New Template form section; Type the name of the new temp...
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Manage Templates - updates 03/2022
"Manage Templates" page allows users to create their own Firm Templates to be used for their clients' files. Users can personalise and add their own contents that suits their firm/clients.Historica...
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Accessing the Firm Template module
To access the Firm templates, simply:Ensure you are on the application Dashboard; On the top navigation bar, select Manage Templates;You will then be taken to the Manage Templates module.Here, yo...
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Profit & Loss and Balance Sheet
Included in the Working Paper Index is a fully automated summary of Profit & Loss and summary Balance Sheet based on the imported and mapped client Trial Balance. These documents are 'live' and can...
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Trial Balance format
Once you have exported the client trial balance to an appropriate format, we recommend that you complete the following checks to ensure the validity of the data: Ensure the account number, account ...
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Software compatible with BrightWorkpapers
Below is a listing of some of the common accounting software platforms which are compatible with the BrightWorkpapers trial balance integration function: Xero QuickBooks Class SUper BGL Supermate B...
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B5.2 Materiality (AU)
Calculating materiality is one of the fundamental concepts in auditing. BrightWorkpapers materiality workpaper provides you with an automated, but highly flexible workpaper, ensuring that you can e...
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B4.2 Preliminary Analytical Review - Ratio
The Preliminary Analytical Review - Ratio document allows you to create your own ratios using the data stored within your client's trial balance. Within the one workpaper, you can create an unlim...