Getting Started
SMSF Audit and SMSF Administrators (Australia Only)
SMSF Audit (Australia Only)
Engagement File
- Changing the year end of a file (Video tutorial)
- Restoring a folder or workpapers (Video tutorial)
- Updating your clients name (video tutorial)
- Unable to Roll Forward (Video tutorial)
- Updating your file name (Video tutorial)
- Repopulating the Audit Plan (Video tutorial)
Workflow Manager
Integration
- Importing a Trial Balance from Bright (Video turorial)
- Exporting journals from MWP to Bright (Video tutorial)
- Setting up IRIS branches (Video tutorial)
- Linking a client in IRIS to MWP (Video tutorial)
- Importing Journals to IRIS (Video tutorial)
- Importing a Trial Balance from IRIS (Video turorial)