Michaela Greene
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Recent activity by Michaela Greene-
Adding Comments to Lead Schedule Summaries and Lead Schedules
To add comments to Lead Schedule Summary and Lead Schedule simply: Ensure you are in the Working Paper Index of the file; Select the Lead Schedule Summary or Lead Schedule; Next to the account yo...
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Lead Schedule Summaries
In addition to the Lead Schedules that you will see in BrightWorkpapers, you will also find Lead Schedule Summaries, which is a summary of a group of Lead Schedules.A summary of the features of a L...
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Lead Schedules
An example of the Lead Schedules included in BrightWorkpapers can be seen below: Referencing From a Lead ScheduleReferencing from the Lead Schedule is used to connect to supporting documents or ot...
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Display the Net Profit in a lead schedule
To display the net profit on an equity lead schedule, please:Access the Lead Schedule where you want the Net Profit to be displayedClick File | Edit Mode** Note: You will need appropriate permissio...
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Adding a new Lead Schedule to an existing Lead Schedule Summary
Adding your new Lead Schedule to an Existing Lead Schedule Summary will enable it to be displayed correctly in its sections, as well as grouping the Accounting structure items accurately. Adding a ...
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How to show/hide Lead Schedules within the Working Paper Index
To display the Lead Schedules within the Working Paper Index, please follow the steps below:Access the Working Paper IndexClick OptionsTick Show Lead Schedules To hide the Lead Schedules within th...
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Filtering the Review Points
The Review Points Summary can be filtered based on the following criteria: Assigned to; Assigned by (creator of review point); Status; and Type To filter the Review Points, simply: Open up the Rev...
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Viewing Review Points
There are numerous ways in which you can view the resolved and unresolved Review Points on a file. Contents Through the Review Points Summary Through the Working Paper Index Through the Review P...
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Resolving a Review Point
When a Review Point is added to a file, it will need to be marked as resolved before the partner can sign off on the report.Mark a Review Point as Resolved Access the Review Points Summary by click...
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Adding a Review Point
The default Review Points included in BrightWorkpapers are: Review Points The default type which any staff member is able to use. Audit Action Points A list of items that are required to be a...