Contents & Information Page

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

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

If you wish to amend the layout of the Legal and Admin/Members' Information document, you can cycle various layout options within the Wizard. To access the Legal and Admin document, navigate to the General Information Wizard section,... 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

This article does not relate to IFRS file. Click here for sorted the contents page in an IFRS file.  1. Click on the sorting icon beneath the Presentation tab on the toolbar. 2. Select Contents Page ONLY (Manual sort) from the dropdown menu... 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