Michaela Greene
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Articles
Recent activity by Michaela Greene-
Updating the client name
Before continuing, it is important to note that you must have the Sign off, rename and delete files permission activated for your user role from the Roles and Permissions feature. If you do not hav...
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Changing the year end of a file
Changing the Year End of a file From time to time it may be required to change the year end of a file, whether it be a change in the year end, or as simple as an error when setting up the file. On ...
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Changing Your Currency
On BrightWorkpapers, you are able to change the currency seen within your files.As default your currency will be set to GBP, however you now have the ability to change this to the following;Austral...
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File Re-Allocation
Files can now be reallocated to different clients within BrightWorkpapers. We will now guide you through how to do this; 1. Enter the MyFiles page and search for your file;2. Select the Client Info...
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Assigning Staff Users To A FIle
In this guide, we will cover how you can assign and re-assign another staff users to a file. Assigning a staff user 1. Enter the Working Paper Index of the file you wish to assign a staff member to...
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Activating, suspending and deleting client users
The practitioner can control which Client Users have access to the Client Portal. Once a Client User has been created the practitioner can: Suspend the user login accountActivate a suspended login...
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Client Logins
Creating Client Logins allows the auditor, external examiner or administrator to provide access for client staff or trustees to access the Client Portal and respond to queries. Client Logins can be...
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Filtering the client list
Within your client list you can complete both basic and advanced searches of your clients.Contents Basic Search Advanced Search Basic SearchTo complete a basic search of your client list, simply: ...
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Updating client details
Once you have created a client, you can return to the client list at any time to update the details of a client or to add more comprehensive details as they become available. Please note, you may o...
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Creating a new client
Creating a New Client Manually Create Clients To create a new client, simply: 1. Access the Client list from the Dashboard by click MyFiles to the left, then select Clients on the next page; 2. Cl...