Reports

You may wish to add further bullet points to the audit report. 1. Go into Enable editing mode from the View tab whilst having your cursor within the text section you want to add a bullet point to. Contact your Super User who will provide the... Read More

To add an extra report section in the Directors/Strategic Report, position the cursor on the existing report section prior to where you want the new section to go. 1. Click the icon green Add Note icon (on the Note tab) and choose Extra report... Read More

To change the professional body for the Accountants’ Report, click on the question mark next to Chartered accountants report options at the top. The below options will appear. Use the dropdown menu for Select your professional body, if... Read More

You may find that, when changing Lead Schedules to consolidated view, you receive the following error:  This is due to an abbreviation missing from either the parent or subsidiary(s) entity.   1. Go to the Engagement tab and select Consolidate. ... Read More

If the company is exempt from the requirement to have an audit and an Independent Assurance Report is not required, an Accountants Report can be activated. 1. This is driven from the options under the Audit requirement tab in the Start section of the... Read More

The need for a statutory Audit Report is automatically determined by the options selected within the Start section of the Wizard. The Wizard will compare the mapped trial balance against the published thresholds for annual turnover and gross assets.... Read More

Note: You can apply the below solution to the Strategic Report A blank page or a large gap in the Director’s Report is likely caused by there being a large section within the report. For example, the first page of the Director’s Report... Read More

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

You have the option to use a custom Accountants' Report, in place of the Caseware default report. Once created, you can use the custom report in all AccountsAdvanced files.1. To create the custom report, browse to the Caseware installation path... Read More

To close the spacing between name and address lines at foot of the audit report: 1. Click on the ? Signature options button: 2. Select Tick here to close up the address spacing. Alternatively, remove the tick to expand the address spacing. Read More