Michaela Greene
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Recent activity by Michaela Greene-
Accessing the Accounting Structure Custom templates
To access the Accounting Structure menu, simply:Ensure you are on the Dashboard;On the top navigation bar, click on the Dashboard drop down arrow and select Accounting Structure; You will then be ...
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How to create a dual codes file
With the BrightWorkpapers Dual Codes feature, you can import figures from your clients bookkeeping system into BrightWorkpapers. These codes can then be converted into your alternative accounts pro...
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Creating Excel Connect Fields
Excel Connect is used to populate your firm and client information, as well as Trial Balance, P&L, and Balance Sheet figures into your excel documents. For example, you can create an Excel workshe...
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Apply Datafields
Data fields can be used to auto populate your firm or client information into your excel documents. For example, you can create an Excel worksheet that provides information of your Clients, File's ...
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General Ledger CSV Import Template
Please use the CSV template below to load Trial Balances with transactions into your files: General Ledger Import Template.csv
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General Ledger Import Wizard (Custom CSV)
Step 1 - Open the General Ledger Import Wizard; 1. Open the Trial Balance in your file and select Import Trial Balance;2. Select the Custom CSV import option under the "Import Trial Balance with Tr...
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Accessing the General Ledger
To access the General Ledger; 1. From within the client file, click on the Trial Balance dropdown and select General Ledger; 2. The general ledger transactions will be displayed; 3. From the top o...
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Xero General Ledger Import
In this article, we will show you how to import the General Ledger from Xero to BrightWorkpapers.1. Select Import from the Trial Balance page:2. Select "Connect to Xero" 3. Enter your Xero details ...
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How to Import Report Packs from Class and Simplefund 360
Contents Accessing the Report Pack Send to WPI Individually Send to WPI Bulk Send to WPI Refresh Reports Report Pack Listing SMSF users can now achieve additional time savings and increased effi...
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Bulk sign-off - Lead Schedule Summaries
BrightWorkpapers gives users the ability to bulk sign-off Lead Schedules within the Lead Schedule Summary.Some firms may perform all of their working at the Lead Schedule Summary level and conseque...