Presentation: First Steps
The articles below provide guidance on editing the presentation within your accounts.
Wizard/Accounts Prep
| Accounts Preparation Table | https://help.caseware.co.uk/article.php?id=409 |
| How to complete the ’Accs Format’ section of the Wizard | https://help.caseware.co.uk/article.php?id=410 |
Accounting Policies
| How to insert an extra accounting policy - with QuickVid | https://help.caseware.co.uk/article.php?id=346 |
Figures
| Configure Rows | https://help.caseware.co.uk/article.php?id=76 |
| Custom Calculations | https://help.caseware.co.uk/article.php?id=436 |
| How to show/hide prior year figures throughout the accounts | https://help.caseware.co.uk/article.php?id=79 |
| How to show/hide prior year figures on a note or statement | https://help.caseware.co.uk/article.php?id=81 |
| How to show current year figures on a note | https://help.caseware.co.uk/article.php?id=413 |
Styles
| How can I amend text that cannot be overtyped? - with QuickVid | https://help.caseware.co.uk/article.php?id=157 |
Layout
| How to insert page breaks - with QuickVid | https://help.caseware.co.uk/article.php?id=85 |
| How to insert page break with user text | https://help.caseware.co.uk/article.php?id=278 |
| How to change the page orientation - with QuickVid | https://help.caseware.co.uk/article.php?id=136 |
| Sorting Sections within the Accounts (eg, Directors' Report) | https://help.caseware.co.uk/article.php?id=104 |
| When should I remove and replace a note? - with QuickVid | https://help.caseware.co.uk/article.php?id=46 |
Inserting/Editing Notes
- Related template: AccountsAdv IFRS, Charity/Academy, FRS101/102/105 LLP
- Software platform: Working Papers 2018, Working Papers 2019, Working Papers 2020, Working Papers 2021, Working Papers 2022