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 Wizard

Adding an Extra Bank Account - with QuickVid

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

How to change how the word 'Auditor' is displayed

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

How to complete the General Info section of the Wizard

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

How to complete the Start section of the Wizard

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

How to disclose shares treated as debt

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

How to set a rounding tolerance in the Wizard

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

How to set the Accountant and Auditor firm names and addresses

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