Help Videos

Getting Started

• Importing Your Prior Year Figures by CSV (Video tutorial)
• Importing a Trial Balance via CSV (Video tutorial)
• The Dashboard (GS1)
• Adding Clients (GS2)
• Navigating the My Files Page (GS3)

SMSF Audit and SMSF Administrators (Australia Only)

• SMSF Fund List Import (SMSF1)
• BGL Desktop Trial Balance import (SMSF2)
• Importing an SMSF Trial Balance via Integration (Class) (SMSF3)

SMSF Audit (Australia Only)

• Creating SMSF Administrators (SMSFA1)
• Administrator Users and Administrator Portal (SMSFA2)
• Creating an SMSF Audit File (SMSFA3)
• Streamlining the Audit (SMSFA4)
• Customising and Completing the Audit Program (SMSFA5)

Engagement File

• Repopulating the Audit Plan (Video tutorial)
• Adding missing sections to the Audit Plan
• Adding Missing Review Points (Video tutorial)
• Deleting a Supporting Document (Video tutorial)
• Using Statuses (Video tutorial)
• Re-allocating a file (Video tutorial)

See all 26 articles

Workflow Manager

• Using the Workflow Manager (WFM1)
• Creating Custom Workflows (WFM2)

Integration

• Importing a Trial Balance from Bright (Video turorial)
• Exporting journals from MWP to Bright (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)
• Connecting IRIS and MWP (Video tutorial)

See all 8 articles