Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
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.
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Customising and Completing the Audit Program (SMSFA5)
Streamline the SMSF audit plan and risk assessment using the A2 Audit Program and customiser.