Michaela Greene
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Articles
Recent activity by Michaela Greene-
Changing External firms for External firm users
To add or remove an External firm user follow the simple instructions below:Go to the User Access Module; Ensure you are on the External firm users tab;When in the External firm users tab the Exte...
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Creating External Firm Users
To create an External firm user follow the simple instructions below; Creating a user from the External Firms module Creating a user from the User Access module Creating a user from the External Fi...
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Creating a new External Firm
To create a new External Firm in BrightWorkpapers, simply: Ensure you are on the Dashboard; click on the My Files menu and select External Firms; Click on the Add New External Firm button; Fill ...
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Managing External Firm Users
The practitioner can control which External Users have access to the External Firm Portal. Once an External Firm User has been created the practitioner can:Suspend the user login accountActivate a ...
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Audits Completed - No Actions
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Audits Completed - Management Actions
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Audits Completed - ACR's
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Import From BrightWorkpapers
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities.From here, you will need to click the SMSF Clients butt...
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Audits In Progress - Recent Action's
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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Responding to Queries & Uploading Documents Requested By Your Auditor
To access outstanding open queries within a file, the administrator must click on the relevant file name. From there, they can respond to queries or upload the documents requested by the auditor. R...