Michaela Greene
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Recent activity by Michaela Greene-
Send to Working Paper Index
BrightWorkpapers gives you the ability to send multiple supporting documents that have been uploaded by the External Firm in the External Firm Queries to the Working Paper Index. When the External ...
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Adding the External Firm Queries Workpaper
In order to send queries to an External Firm, your client's file must have an "External Firm Queries" workpaper. SMSF file templates (AU) have a set workpaper referenced A1 - Administrator Queries....
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A1 External Firm Portal - No Response Required
No Response RequiredTo ensure messages are displayed within the SMSF Dashboard, you must first create a file using the SMSF File Templates (AU) and link it to the appropriate external firm. Once th...
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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, ...