Michaela Greene
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Articles
Recent activity by Michaela Greene-
Adding new review point types
To add a custom review point type in an engagement file, simply:Ensure you are in the Working Paper Index of the client;Click on the Working Paper Index menu and select New Workpaper;On the New Wor...
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Reset Form
If during the customisation process you wish to start over and reset the program or checklist to the standard template before you begin customising the form, this is quick and easy to do. NOTE: Th...
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Reordering procedures
Once you have added your new headings, procedures, and sub-procedures you may wish to reorder them in the program or checklist you have customised.BrightWorkpapers utilises a simple drag and drop a...
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Adding headings
There will be times when you wish to add new headings into your program or checklist and then add procedures under the heading or change the existing headings to better suit your firm's requirement...
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Adding procedures and sub-procedures
In a program or a checklist if you need to add additional procedures, or want to add sub-procedures under a pre-existing procedure it is quick and easy. New ProcedureTo add a new procedure:Ensure y...
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Deleting procedures
To delete an entire procedure from an audit program or checklist is easy, simply:Ensure you are in Edit Mode in the selected program or checklist;Identify the procedure you wish to delete;Click on ...
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Editing procedures
Once in Edit Mode, you can edit any of the text on screen, including titles, headers, procedures, and guidance information.To edit any of the text, simply:Ensure you are in Edit Mode in the selecte...
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Accessing Edit Mode
Before you can edit the procedures in programs and checklists, you will need to access the edit mode of the program or checklist. Access to Edit Mode is restricted to those roles granted access thr...
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Import documents requested by your auditor
You can import documents from your year end file direct to the External firm portal. Login to the External Firm Portal and from the query page click on the BrightWorkpapers logo. (For information o...
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Download supporting documents
Note: This feature is specific to the External Queries work paper found in the Audit and SMSF Audit templates onlyBrightWorkpapers gives you the ability to download multiple supporting documents th...