Navigation & Tools

If you find the accounts are locked, despite the completion section of the Wizard having no dates or client approval copy sent, they may have been manually locked from the Digital Dashboard. While locked, Knowledge Library updates cannot be taken... Read More

For guidance on inserting objects please click here. When trying to insert an object, if the Object button is greyed out, please check the following. 1. Ensure that you are attempting this in a text area, with the cursor next to a Paragraph... Read More

For guidance on inserting an object, click here.   Object inserted into account not updating If you have inserted an Object within your accounts document, you may find that when amending this Object your changes don’t appear. 1. This can be... Read More

The articles below provide guidance on editing the presentation within your accounts. Wizard/Accounts Prep  Accounts Preparation Table  https://help.caseware.co.uk/article.php?id=409  How to complete the ’Accs Format’ section... Read More

Follow these steps to restore your accounts style settings to default:   1. Open the Style tab and click the Select Styles button:   2. From the dropdown menu, select Reapply, Default style sets to this document:   3. Select OK to confirm the... Read More

Table of Contents Toolbar buttons Keep together setting Inline page breaks Note specific options There will be several instances where you will be looking to remove a page break but are not sure how.  There are four main reasons that a page... Read More

When inserting text into a bullet point section the text section may not be in alignment with the first line of bullet point text.   1. Select the bullet point button and select customise to enter the customised bullet options.   2. Check the... Read More

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