Michaela Greene
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Recent activity by Michaela Greene-
04/2024 UK Content Release Notes
BrightWorkpapers is pleased to announce the release of the following updates to content. HAT Template updates made as published by HAT. The updated template version is below HAT ATOL 2024.04 Cor...
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07/2024 UK Content Release Notes
Released 11th JulyMercia - The below templates have been updated to the latest version as published by Mercia. Additionally the below templates also now include a Z folder with Example Documents - ...
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Cannot see our latest Mercia content release notes?
To access our latest Mercia release notes, you will now access these from within the template resource section found on the dashboard or within a file.Please see the following guide on how to acce...
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A1 External Firm Portal
To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, we have created the 'Default Notification Team'Locating The Default Notific...
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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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Default Notification Team
To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, we have created the 'Default Notification Team' Locating The Default Notif...
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SMSF Notification Fallback System
To fully optimise the functionalities of the SMSF dashboard and enhance the efficiency of SMSF audit workflow management, we have created the SMSF Notification Fallback SystemThe SMSF Notification...
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Planning Lockdown - Firm Settings
To fully optimise our Audit functionalities and assist with planning compliance, we have created the 'Planning Lockdown' feature Locating and setting the severity of 'Planning Lockdown'To navigate ...
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Planning Lockdown - High Severity
To optimise our Audit functionality and support effective compliance, we have introduced the Planning Lockdown feature.Before Planning Lockdown can be used, the severity level must first be configu...
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Planning Lockdown - Medium Severity
To optimise our Audit functionality and support effective compliance, we have introduced the Planning Lockdown feature.Before Planning Lockdown can be used, the severity level must first be configu...