Navigation & Tools

Types of returnSoft return (return symbol - ↵) - used for a continuation of text. Hard return (pilcrow - ¶) - defines where a paragraph starts and ends. CreationWhen in Enable editing, identify the type of marker being used.To create a soft return... Read More

You can view lead schedules directly from the Accounts 1. Select a figure and click on the Lead Sch icon beneath the Navigation tab.   2. The lead schedule will launch in a new window. 3. Double-click on a row to show further analysis. 4. You can... Read More

1. View the Adjusting Entries/Other Entries directly from the Accounts by clicking the AJ button beneath the Navigation tab.   2. Use the dropdown menu to view existing entries or click on New to create a new entry.   3. To view Other Entries,Â... Read More

To clear the following warning, follow the steps below, depending on whether using Default or Firm Styles:   If using Default Styles 1. On the Toolbar, select Style.    2. Choose Reapply Default Style sets.  If using a Firm Style 1.Â... Read More

Use the remove and replace function to revert a note, statement or report back to the default version after changes have been made. You can also use this function if calculations are not totaling as expected within a note.  Note: All customisations,... Read More

The housekeeping function removes unused sections from the accounts. Use the function when: A section not found error message occurs in the accounts A rounding difference banner displays at the top of the accounts, but there is no rounding... Read More

If you're unable to edit your accounts, check that Form Mode is not locked. 1. Navigate to the Home tab (in CaseView) and you will see a padlock marked Lock/Unlock: 2. If this option is highlighted, a user has set a password to lock the... Read More