Michaela Greene
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Recent activity by Michaela Greene-
Replacing a Document
In this guide, we will take you through the steps of how to replace a supporting document with a newer version.You are able to do this action via 2 methods; Replacing via the Working Paper Index; ...
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Renaming Workpapers
Renaming Workpapers and Supporting DocumentsSupporting documents that are uploaded to the working paper index will be named what they are called on the local computer prior to uploading. To change ...
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Uploading a support document
Uploading your file/s (Drag and drop)1. In the working paper index open the folder you wish to upload the supporting document in. 2. In your computer, select the file/s you wish to upload, left cl...
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Restoring Previous Versions of a Supporting Document
After uploading a support document, each time you do an edit a new version is created. This also allows you to restore to all previous versions of the document by using the version history found at...
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Summary of Adjusted and Unadjusted Misstatements
Included in BrightWorkpapers is a Summary of Adjusted Misstatements, as well as a Summary of Unadjusted Misstatements workpaper. This section will guide you on how to access and use these documents...
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Exporting Journal Entries
From within each of the Journal Entries pages (Journal Entries, Summary of Unadjusted Misstatements, and Summary of Adjusted Misstatements) you can easily export a list of your journal entries to a...
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Deleting a Journal
At any point during your audit or during the recording of a journal entry you can either delete a specific account selected in the journal or delete the entire journal.Deleting Specific Accounts fr...
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Changing Journals to/from Adjusted and Unadjusted
If you need to change a Journal Entry from Adjusted to Unadjusted or vice versa, this is easily done, simply: Access the Journal Entries module; Identify the journal you wish to change; Using the d...
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Adding a new account to the Trial Balance by Journal Entry
If the account you need to adjust is not listed in the client trial balance, you can easily add a new account during the Journal Entry process, as per the below instructions: Complete steps 1 throu...
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Processing a Journal Entry
Processing an Adjusted or Unadjusted Journal Entry in BrightWorkpapers is easy, simply: In the Working Paper Index of your file, click on the Journal Entries tab on the functions toolbar; Enter a...