Watch this video for an overview of how to add an extra bank account to your company information page, in addition to the standard three accounts provided in the Wizard. Visit our Client Services YouTube Channel for more QuickVids. Read More
Wizard
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
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
If you have shares classified as debt under FRS102 Section 22, use the D30* mapping numbers (Shares treated as debt <1yr) or E30* mapping numbers (Shares treated as debt >1yr). 1. For Any class of share that is not being treated as debt, use... 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
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