Reports

1. To create a custom Report on Regularity, navigate to the …CaseWare/Resources/Knowledge Library/Charity/ folder and copy paste the file entitled Acad-AssuranceReportTemplate to the …CaseWare/Resources/Knowledge Library/Custom folder. You can... Read More

You may wish to add further bullet points to the audit report. 1. Go into Enable editing mode from the View tab whilst having your cursor within the text section you want to add a bullet point to. Contact your Super User who will provide the... Read More

To add an extra report section in the Directors/Strategic Report, position the cursor on the existing report section prior to where you want the new section to go. 1. Click the icon green Add Note icon (on the Note tab) and choose Extra report... Read More

An issue has been identified in which bullet points are not pulling through to the accounts, despite appearing in the custom audit KL.  1. To ensure these bullet points will pull through to the custom audit report using the Multilevel List button... Read More

Numeric These only allow figures in the cells. You get Numeric options as the second tab on the left hand side. Within this section you have the options to do the following. Display zero as: Zeros can be shown differently, as dashes, Nil or blank.... Read More

Note: You can apply the below solution to the Strategic Report A blank page or a large gap in the Director’s Report is likely caused by there being a large section within the report. For example, the first page of the Director’s Report... Read More

If you are using custom headers and have a Directors’ or Auditors’ Report that spans multiple pages, the continued headers on these pages might be shaded. To remove this, follow the below steps:   1. Open the Wizard and Navigate... Read More

If you have a pre-written Trustees’ Report that you would like to insert manually into the Accounts, use a Free Form Trustees Report. 1. Access this option via the Trustees’ report options help text.   2. Once ticked, this will bring... Read More

1. Select View and then Enable Editing. This will require a Password, from your firm's Super User.   2. Go to Presentation and select Edit. 3. In the text area, add a Hard Return after each Point, by pressing Enter.   4. Go toÂ... Read More

You have the option to change how the word Auditor is displayed in the Accounts, via the General Info section of the Wizard and under the Auditors tab. Use the dropdown menu to select the appropriate description. Please see below results for each... Read More