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
Contents & Information Page
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
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
If your Company Information page appears similar to the examples below, this is likely due to the Enable Editing and/or Edit Text functions being on in the file. Example – Gaps showing between each line Example – Gaps showing between each... Read More
The information displayed on the Company Information page is entered in Wizard and accessed via the Navigation tab in the accounts. DirectorsThe directors’ names and date of appointment/resignation are entered in the Directors tab in the... Read More