Michaela Greene
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Articles
Recent activity by Michaela Greene-
Creating a new Lead Schedule Summary
Create a New Lead Schedule SummaryEnsure you are in the Working Paper Index;Click on the Working Paper Index menu and select New Workpaper;Fill in the required fields displayed, ensuring that the T...
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Adding new procedures, sub-procedures and headings
Once you have added your new section in your workpaper, you can add new headings, procedures, and sub-procedures in the same way in which you have added them when editing an existing program or che...
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Types of sections
There are several different types of sections that can be added to a new workpaper, providing you with a flexible set of 'building blocks' to choose from to customise your new workpaper. The type...
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Adding new sections
Before you can add procedures, sub-procedures, and headings in the new workpaper, you must add the new type of section which you wish to be used. The type of section selected will determine the typ...
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Creating a blank workpaper
To create a new blank workpaper, simply: Ensure you are in the Working Paper Index;Click on the Working Paper Index drop-down arrow and select New Workpaper;Fill in the required fields displayed, e...
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Creating a new Symlink
To create a new Symlink, simply:Ensure you are in the Working Paper Index;Click on the Working Paper Index menu, and select New Workpaper;Fill in the required fields displayed, ensuring that the Ty...
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Types of Symlinks
The types of SymLinks provided in BrightWorkpapers include: Materiality Working Trial Balance Full Profit and Loss Full Balance Sheet Journal Entries Unadjusted Differences Summary Adjusted Differe...
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Adding new review point types
To add a custom review point type in an engagement file, simply:Ensure you are in the Working Paper Index of the client;Click on the Working Paper Index menu and select New Workpaper;On the New Wor...
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Reset Form
If during the customisation process you wish to start over and reset the program or checklist to the standard template before you begin customising the form, this is quick and easy to do. NOTE: Th...
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Reordering procedures
Once you have added your new headings, procedures, and sub-procedures you may wish to reorder them in the program or checklist you have customised.BrightWorkpapers utilises a simple drag and drop a...