Navigation & Tools

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

When using the Print Preview within the Accounts, you may receive an error message like the one below. This is caused by the Measurement Settings within Caseview. These settings should be set to Imperial (Inches). To change your measurement... Read More

If you find that the option to select Companies House filing is greyed out (once you have exported the iXBRL), check that these pre-requisites are completed to facilitate the online filing within Caseware.   1. Ensure that you have a cloud... Read More

1. If a row description is unable to be changed the Change style button can be used to amend the style to make it editable.   2. Select TextStdInput from the styles available.   3. This will then turn the row green and therefore make it editable... Read More

Headers can be attached to page breaks that have been inserted manually in the Enable Editing or Edit Text modes. For guidance on inserting page breaks in the Enable Editing or Edit Text modes please click here.   1. To attach a header to a page... Read More

Access the table via the Accs Prep button on the toolbar.    Alternatively, access it from the Wizard via the Accs Prep tab. For further guidance on the Accounts Preparation Table, click here. Read More

If you need to make a one-off change to a header, you can do so within the file that you are working on.   1. Ensure that Custom headers are selected in the Wizard, on the Style tab under Accs Format.       2. To find out the relevant header to... Read More

Once you have applied rounding on the Statement of Financial Position, the next step is to apply it to the corresponding note(s). Initially, rounding to be applied will appear as other unallocated at the bottom of the note. If the tick box is... Read More

Note: Any changes made to the text style will take effect throughout the accounts where that text style is applied. 1. Text styles can be modified via the Style tab of the accounts toolbar.     2. In the Dropdown menu, select the text style you... Read More

To change the text style, click on the text you wish to change and use the Change Style button under the Style tab on the toolbar. The text style applied to the area will be ticked. Select the required text style and click OK to confirm the... Read More