Michaela Greene
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Recent activity by Michaela Greene-
Risk - Filters
With the ability to now roll-forward risks from one year to another, we have introduced filters when viewing.Firstly go into the Risk section accessed from anywhere within your file; From within th...
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Flow Analysis
Flow Analysis (Beta)OverviewFlow Analysis is an analytics feature that visualises how transactions flow between accounts in your General Ledger. Using an interactive Sankey diagram, you can quickly...
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Risk Matrix (Beta)
OverviewThe Risk Matrix is a new analytics feature that provides a visual overview of your engagement's risk profile. Using a likelihood and magnitude scoring system, you can quickly assess, priori...
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Workpaper navigator
To access and use the workpaper navigator in BrightWorkpapers, simply: Access any workpaper from the Working Paper Index, including supporting documents; Hover over the appropriate directio...
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Completion statistics
BrightWorkpapers completion statistics in the Working Paper Index provides visibility over the Progress (for each Sign-Off status) and Completion of the file.In the Working Paper Index there are th...
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Editing references and descriptions
There may be times when you want to either renumber or rename a document or folder in the Working Paper Index. This is simple to do and the same process is applicable to any document or folder in t...
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Sort Working Paper Index
You can sort the Working Paper Index alphabetically with the click of a button.To sort the Working Paper Index, simply: From the Options drop down menu on the Working Paper Index, select the Sort W...
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Deleting and restoring a folder or document
You can delete any document or entire folder with a click of a button. If you mistakenly delete a file or folder it can then be easily restored to ensure that accidental deletions do not result in ...
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Folders
The Working Paper Index contains a series of folders which the respective areas of your engagement are stored, similar to a paper based file (e.g. planning, completion sections). Each folder is nam...
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File menu
Under the File menu is each of the following sub-menus and their function: Edit Mode Reset Form File Notes Activity Feeds Edit Sign-Off Roles Language & Regional Settings Engagement Team Permissio...