Michaela Greene
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Recent activity by Michaela Greene-
Recent Action's - Auditor
The SMSF Dashboard will give you insights into files that are in progress or awaiting action with any of your SMSF Audit files. To access this, follow these steps: Accessing The SMSF Dashboard - Au...
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Creating A Management Action
Creating A Management Action Within your file, navigate to the Review Points section. Once on the Review Points page, create a review point under RP1-3 - Management Letter Points. Note: The Managem...
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Lodging ACR's
Lodging An ACR Via The Completion & Archive SectionTo lodge an ACR within an SMSF file, open the relevant file, click the dropdown menu next to File, and select Completion & ArchiveOnce on the Comp...
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Creating A Query & Notifying The Administrator
To ensure that queries appear within the count on the SMSF dashboard, you must first create a file using the SMSF File Templates (AU) and ensure it is linked to your external firm. Once the file ha...
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Mapping Statuses To The SMSF Dashboard
To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, it may be necessary to map any unique statuses within your custom templates...
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Accessing The SMSF Dashboard - Auditor
The SMSF Dashboard will give you insights into files that are in progress or awaiting action with any of your SMSF Audit files. To access this, simply follow the steps below: Log In & Access Extern...
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Audits In Progress - Queries With Auditor
Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities. The SMSF Dashboard is split into 3 sections: Clients, ...
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External Firm Portal Guide
Contents Introducing BrightWorkpapers How does BrightWorkpapers affect me as the External Firm? How will BrightWorkpapers save me time? How and when do I access BrightWorkpapers? How do I respond ...
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Accessing, Editing and Deleting External Firms
Editing External Firms Deleting External Firms Editing External FirmsExternal Firms can be edited at any stage. Access the External Firms module from the My Files module; You will then be taken t...
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Activating, Suspending and Deleting External Firm Users
The practitioner can control which External Users have access to the External Firm Portal. Once an External Firm User has been created the practitioner can:Suspend the user login accountActivate a ...