Navigation & Tools

In some cases you might get the error message The current cursor position style is not user definable when clicking on the change style icon beneath the Style tab.   This will either be because it is not possible to change the style on the... Read More

The Accounts Preparation Table is used to define the overall content of the financial statements. Table of Contents Navigating the Account Preparation Table Relevant To This Client Disclosure Override Reason Over-Ridden Lock Update Further options... Read More

When looking at a print preview of you accounts, you may find that there are bold black lines to the right of the page, see example below: These lines are caused by the Edit Pencil tool being switched on within CaseView.  These lines will not... Read More

You may find that a note does not build back in after performing a remove and replace on it. This is usually because the accounts have been locked, made evident by the padlock appearing in the toolbar. 1. To unlock the accounts, go to the... Read More

In Financials, certain cells have been created by Caseware to show date formats. For example: DATE1 clp13 Reads date for current year based on engagement profile. e.g. 31 December 2006 DATE2 itod(dmy(day(clp13),month(clp13),year... Read More

You can amend Header capitalisation by changing the text style properties.1. Select a header you wish to amend and double-click in the style dropdown box to load the style applied to the header.   2. Click on the icon to toggle between uppercase... Read More

CaseView has the option when first launched to display in imperial or metric units. Note: You must select imperial units for CaseView to function correctly. 1. Open a CaseView document (i.e. Accounts, Wizard) and selecting File, New.   2.... Read More

Sometimes within CaseView it will be necessary to create a cell, for example within a user inserted note. 1. Navigate to where you would like to create a cell. You must then turn on Enable Editing by selecting View, Enable Editing.     2. Click... Read More

1. Enter into Enable Editing mode, contact your primary Caseware user if you are unsure of the password. 2. Use the insert tab and click on the cell button in insert a new cell.   3. There will be a prompted to enter a cell name. We advise using a... Read More

When a new ePack is released, it is important to remember that simply installing the ePack won’t have any direct effect on a set of accounts. Therefore, we always recommend upgrading to the latest ePack release at the earliest convenience. In... Read More