Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Moving From Audit (Aus) to Audit (Aus) 2.0 (EF17)
We have recently discontinued the Audit (Aus), Audit (Int), Review (Aus) and Review (Int) templates.It will therefore be necessary to update to our new Audit (Aus) 2.0, Audit (Int) 2.0, Review (Int...
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SMSF Fund List Import (SMSF1)
Connecting to Class, SuperMate or BGL360 to import a client Fund list, and auto-update fund detail.Note: The below video demonstrates the process for Class Super users, however the process is the s...
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BGL Desktop Trial Balance import (SMSF2)
Not yet followed by anyoneUsing the downloadable excel template to automap and import trial balance from BGL Simple Fund desktop.
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Importing an SMSF Trial Balance via Integration (Class) (SMSF3)
Learn how to import a trial balance for an SMSF via our integrations.
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Using the Workflow Manager (WFM1)
Watch how to be more productive in your file management by using Workflow Manager.
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Creating Custom Workflows (WFM2)
Create custom workflows to track the progress of your firm's files.
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Creating SMSF Administrators (SMSFA1)
How to add an SMSF Administrator, and the administrator file view screen.
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Administrator Users and Administrator Portal (SMSFA2)
Not yet followed by anyoneUsing the SMSF A1 workpaper to communicate and resolve queries, from both the auditors and the administrators view.
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Creating an SMSF Audit File (SMSFA3)
Creating an SMSF file from either the My Files page or the Client/Audit Files tab.
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Streamlining the Audit (SMSFA4)
Streamline the audit plan and risk assessment using workpapers B1 to B8.