How to get started on Bright Accounts Production

1. Accessing Bright Hub:

· Visit hub.brightsg.com.

· Log in with your email and password.

· If managing multiple organizations, select the appropriate one

that has your licence assigned to it.

2. Inviting Staff Members:

· Navigate to the "Members" section.

· Click "Invite" to add staff by entering their email,

assigning a role (User or Administrator), and selecting products for access.

· To assign Bright Accounts Production access to yourself, hover over your email, click "Manage," and adjust your access as needed.

3. Logging into Bright Accounts Production:

· You can log in directly from Hub or you can go to ap.brightsg.com.

· Enter your credentials to sign in., if you use other Bright Products

your email and password will be the same for all Bright sites.

4. Setting Staff Access Rights:

· In Bright Accounts Production, go to "Staff." In this

section you can navigate to each Staff Member and use the dropdown on the right-hand side to amend their access.

You have three options:

Practice Permissions- What access the Staff member will have to addin/deleting staff, adding/deleting business’ etc.
Staff Permissions- What access the Staff member have within each dataset. For example, access to the Chart of accounts, Journals, VAT returns.
Client Access: Once you have datasets added you will be able to choose which datasets the staff member should have access too.

5. Adding Clients:

You have two options to import data into Bright AP:

- Import Clients:

Imports are completed from the client listing screen when you login.

Use the "Import" feature to upload clients. This can be done from RAP, SAP and via an Excel template.
For RAP and SAP you will need to take a backup from the software and upload it. For the Client and Accounts Excel, you will need to download the provided template, ensure data accuracy, and upload it.

When importing from backup files for bookkeeping clients you will be prompted what data you wish to import from the file such as nominal balances for the applicable year and comparitives or all transactions from all years. Please note that if you do a full import it will require a bookkeeping license.

- Manual Entry:

You have the option to add a client manually. You have to Click "Add Client," input details like client name, code, country of incorporation, and financial year dates. You mayalso password-protect the client or flag them as a bookkeeping client if needed.

6. Quick Setup for New Clients:

After adding a client, complete the quick setup by entering:
- Company number and registered address.
- Directors' details.
- Company secretaries, if any.
- Bank information
- Principal activity and share classes.

7. Importing Trial Balance:

Navigate to the trial balance import section by going to Nominal Ledger> Trial Balance> TB Import
Select the accounting software source (e.g., Sage, Xero, TAS, QuickBooks).
Ensure your Excel file's columns match the required format: Code, Description, Debit, Credit.
Upload the file and map nominal codes as necessary.

8. Entering Journals:

Go to the "Nominal Ledger" tab and select "Journals” and then “New”
Choose the journal type (e.g., Journal, Opening Balance).
Input nominal codes, descriptions, and amounts.
Save the journal once entries are complete.

9. Producing Accounts:

Select "Produce Accounts" from the left-hand menu.

Double click on "Accounts" to view and review the generated financial statements. You can also use the dropdown at the side to view in PDF, Word and produce iXBRL file.

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