Creating a Custom Date Cell - with QuickVid

1. Enter into Enable Editing mode, contact your primary Caseware user if you are unsure of the password.

2. Use the insert tab and click on the cell button in insert a new cell.

3. There will be a prompted to enter a cell name. We advise using a name such as USX1 as this cell reference is not used elsewhere in the accounts and increasing the end number for future cell names (USX2, USX3, Etc).

4. On the following screen the cell type will need to be amended to date and tick the box further down to make the cell input. Enter the value in the calculation field CLP13, which is the database code for the year-end date.

Note: The calculated value cell will produce a number but providing you have selected the cell type as date this will appear normally in the accounts.

5. Select the Date option on the left-hand side. Here you will be able to set the format that the date appears.

As standard, you can choose between a long date or a short date.

The sample cell will show what this will look like in the accounts.

6. For further customisation, you can untick the Use regional settings option to access the Date Style option.

Pre-defined options can be selected on a dropdown or amended to show as expected.

Below are examples of how the date would appear as standard:

and edited:

7. Select OK and the cell will appear. Once complete then delete the text the cell is replacing.

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