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How to insert a note number reference - with QuickVid

Note number references can be inserted into any user input text area in the Accounts.

1. Enable Editing mode, accessed via the View menu.

Contact your Caseware super user for the Enable Editing password if required.


2. Once in the Enable Editing mode, place the cursor where you require the reference and select Note Number Reference under the Insert tab.


3. This will open the below dialog and click New.


4. Then use the Cross-reference from: dropdown menu to select the note number you want to reference.

Click OK to confirm.


5. The note number reference will be added as below.

Note: Although the note number reference is in blue, it will still print as per the main note numbers.


For guidance on modifying a note number reference after it has been inserted, click here.

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