Michaela Greene
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Articles
Recent activity by Michaela Greene-
Adding In-Text Referencing and Data Fields
With the BrightWorkpapers In-Text Referencing and Data Fields tool you are able to create a hyperlink reference to any workpaper in the Working Paper Index or automatically import key client data d...
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Creating Risks
Inherent and control risk assessment workpaperYou will now see that following the release of our Enhanced Risk Management content, the way risks are created has changed.We now have the B30 workpape...
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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 ...