If have created your own primary statement, such as a Balance Sheet, Profit & Loss Accounts, Cash Flow Statement etc. While also having switched Caseware's default off, you will need to add these custom primary statements onto your Contents... Read More
Contents & Information Page
You have the option to increase/decrease spacing between the lines on the Contents Page. 1. To increase row spacing, click the Increase row spacing icon on the Contents Page. 2. The option to increase row spacing can be used twice, with maximum... Read More
Follow these steps to sort the contents page in an IFRS set of accounts: 1. Open the to Tools tab and select Sort: 2. Within the Section Sort dialogue, ensure the Sort group is sent to Contents1 and the Sort order is set to Manual: 3. In the... Read More
You may find that your Contents Page does not reference every Financial Statement or Report page. For example, the Balance Sheet below falls on both pages 7 and 8 but the Contents Page only references page 7. This is caused by the deletion of... Read More
You may find that the page references on the Contents Page do not pick up the global font you have selected. To change the font of this section to match your global font, you will need to amend the style sheet. 1. Go into Enable Editing mode. (Please... Read More
You can insert a page break before and/or after any note, financial statement, accounting policy or report section. 1. Click anywhere within the note and select the Insert page break before this note icon beneath the Note tab to insert a page break... Read More
Show or hide the Auditors details on the Company information page by using the options in the Wizard. 1. Access the Wizard via the Accounts using the Wizard icon beneath the Navigation tab. 2. Select the Auditors tab in the General Info section... Read More
You can sort the Contents Page to before the Company Information page by clicking on the Sort options icon beneath the Presentation tab. 1. From the dropdown, select Financial statements. 2. Select a section and use the Move up / Move down... Read More
Tick the option on the bottom of the Contents Page for Detailed Accounts. The numbering will follow from the main pages. Please see our Client Services YouTube Channel for more QuickVids. Read More
The page numbers within the accounts are driven by the Page Footers, to refresh these: 1. Open the Wizard, go to Accounts Format, and then to the Style tab. 2. In the Presentation Style (Advanced) section, select the radial button for Standard ... Read More