Wizard

The Accounts Format (Accs Format) section of the Wizard is made up of four sections – Disclosure format, Terminology, Style and Final considerations. Table of Contents Disclosure format Accounts format Presentation Primary statement options... Read More

Table of Contents Auditors/Accountants Bankers & Solicitors Share structure Directors Employees tab The General Info section of the Wizard is split into five tabs as shown below.   Auditors/Accountants This tab will either show as... Read More

Table of Contents Engagement setup Company details  Accounting dates Company classification Audit requirement   Open the Wizard via the Digital Dashboard in Caseware Working Papers. Engagement setup The first tab in the Start section... Read More

The AccountsAdvanced template has the ability to set custom styles for the headers, footers and cover page. These custom styles can then be applied by the company and rolled out across all machines using the AccountsAdvanced template.  Note: It... Read More

To re-create your custom headers KL file you will need to re-name the existing file which can later be deleted. Note: Ensure CaseView is closed and browse to the Caseware installation path below C:\Program Files (x86)\CaseWare\Resources&... Read More

Clear rounding differences on primary statements and notes by setting a rounding tolerance in Accounts format section of the Wizard. 1. Use the shortcuts dropdown beneath the Navigation tab in the Accounts to access the Accounts format section of the... Read More

If your firm operates over more than one office, you can centrally record the name and address of each office in Caseware. You then have access to these details within each AccountsAdvanced file, saving you having to re-type them every time. 1. To... Read More

A draft watermark can be added to the accounts before they are finalised. 1. Open the Wizard, and navigate to the Completion tab.2. Select the Radio button for Draft Accounts. Another Radio button should appear beneath this, and should... Read More

The following issues may occur with the headers within a set of accounts: Headers are missing Changes to custom headers made in the Wizard are not pulling through to the Accounts Error messages showing where headers should be If you experience any... Read More

Enter the completion dates and signatures into the Completion section of the Wizard. You can access this directly from the accounts via the Navigation tab on the toolbar. Alternatively, you can access the Completion section from within the Wizard... Read More