Primary Statements

By default, the accounts will show in whole pounds. To set the decimal places to one or two, click on the 1.0 or 1.00 icon beneath the Presentation tab. You also have the option to show figures to one or two decimal places, when rounding to... Read More

You have the option to indicate that the prior year figures have been restated within the column headers of notes and primary statements.  1. Click on a row within the statement or note and select the PY icon beneath the Table tab.   2. The prior... Read More

The Wizard provides the option of presenting your Balance Sheet in two different formats: Format 1 and Format 2. Format 1 is the standard Balance Sheet layout set by default within your accounts. Format 2 reorders the Balance Sheet so that Assets... Read More

You can add new sections into notes or financial statement in the accounts, with the exception of the SOCIE. A section consists of a subheading, rows and a subtotal. 1. Show all unused rows on the note via the Show all unused rows icon beneath the... Read More

Note number references can be inserted into any user input text area in the Accounts. 1. Enable Editing mode, accessed via the View menu. Contact your Caseware super user for the Enable Editing password if required.   2. Once in the Enable... Read More

You can insert a page break beneath the Net Assets total on the Balance Sheet, to split the statements over two pages. You can use this function to improve the presentation where part of the Balance Sheet, such as the signatory, shows on the next... Read More

You have the option to insert a page break after any row on the Cashflow Statement. 1. Select the row prior to where you want to insert a page break and click the Insert page break icon beneath the Note tab. 2. You will be able to see the page... Read More

You can insert new rows into all notes and financial statements, with the exception of the asset notes and SOCIE. 1. To insert a row, show all unused rows on the note via the Show unused rows icon below.   2. Click the insert new row icon.    ... 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

You have the option to insert text before, within or after a table. 1. Click on any row in the table and use the appropriate insert user text icon beneath the Note tab. 2. The far left icon will insert text before the table, the middle icon within... Read More