Michaela Greene
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Articles
Recent activity by Michaela Greene-
SuperMate: Importing the Trial Balance
Before you begin the import process in BrightWorkpapers, ensure the financial year is closed in SuperMate for the fund you want to import. To import a trial balance from SuperMate, simply:Go to the...
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Custom Template Sign Offs
When creating a custom template for your firm, there is also the feature to create custom Sign-off roles, This can be done via 2 areas within the firm template portal. Area 1 - Main Page MenuIf you...
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Custom Template Statuses
When creating a custom template for your firm, there is also the feature to create custom statuses. This can be done via 2 areas within the firm template portal. Area 1 - Main Page MenuIf you move ...
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Updating firm settings
The settings menu allows you to manage and update the details of your firm. All of the information in the Firm Settings function can be edited by simply accessing the appropriate tab and updating t...
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Accessing firm settings
To access the firm settings: Click on the Tool icon drop-down menu in the top right-hand corner of the screen; Select the Settings button; You will now be taken to the firm details screen. You wil...
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Locked out and deactivated account
It is possible to deactivate your account by attempting to login up to eight times with the incorrect password.Once your account has been deactivated your Engagement Partner will have to reactivate...
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Two Factor Authentication (2FA) FAQ
What is 2FA?Two Factor Authentication, or 2FA, is an extra layer of protection used to ensure the security of online accounts beyond just a username and password. It works by using a second piece o...
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Multi Firm Access
BrightWorkpapers Muti firm access allows users with the same account in multiple firms, quick access, and navigation between firms. Notes: For Multi Firm access to work for your user role you must ...
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Single Sign on (SSO) via Microsoft
Logging inWhere your firm has set up SSO with Microsoft. Users set up within BrightWorkpapers are able to log in via their associated Microsoft 365 accountSimply click Sign in with Microsoft. Firs...
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SMSF Letter To Client (Administrator)
On Your Letterhead Dear xxxx, BrightWorkpapers - Cloud Auditing Software Implementation We are writing to you because we are implementing a new software application within our firm for completing ...