Installation and Setup

To find out your machine's locking code, open Working Papers and select Licensing from the side menu:     The About Licensing window will display with your locking code under License Status:   If your copy of Working Papers is not... Read More

Below is a list of URLs that your IT department will need to allow in order for CaseView to connect to the Online Taxonomies, Companies House and HMRC: Taxonomies – (for tagging) http://xbrl.frc.org.uk https://xbrl.frc.org.uk http://www.xbrl.org... Read More

On the New Server 1. Install Caseware Working Papers. 2. Install the Caseware templates that are relevant to your firm (contact Technical Support if you are unsure). For Caseware Working Papers program & template installation guidance, clickÂ... Read More

1. Backup the database on the old SQL server.   2. The backup can be located in c:\Program Files\Microsoft SQL Server\MSSQL10.IRISPRACTICE\MSSQL\Backup\   3. Copy this to the same location on the new SQL server. 4. On... Read More

Once the licence has been applied to the network licence manager, using the steps that can be found here. The license will need be be applied a one machine by selecting the radio button for Caseware Network Licence Server and entering the server... Read More

1. In order to check what ePacks you have installed, select the Home icon to navigate to your Digital Dashboard.   2. Once the Digital Dashboard has loaded, use the Other docs dropdown menu to select Support information.   3. The dashboard will... Read More

To check the Caseware Working Papers version, click on Help beneath the File menu in Caseware. The version number will display towards the foot of the page.  For guidance on checking your template versions click here. Visit our Client Services... Read More

1. Run Caseware Working Papers from the icon on your Desktop (or from Start>All Programs>CaseWare Applications).2. Click New and the Create a New File screen will display. 3. Type in the file name in the field shown below. This can be an entity... Read More

If a custom template has been created on one machine and are ready to distribute to other colleagues, Caseware offers a packaging process.   In this example, it will show distributing a Custom Company Template to the rest of the company using the... Read More

Zero balances can be displayed and printed in the trial balance and lead schedules if required. 1. Open Options via the Tools tab.   2. On the Documents tab tick to display/print zero balances in the Trial balance/lead sheets/analytical review... Read More