Navigation & Tools

Visit our Client Services YouTube Channel for more QuickVids. Read More

Navigate to the Table section of the Toolbar, and select Show CY Figures icon.   The current year figures will then populate as below.   To hide the current year figures on a note, click the Hide CY Figures on the Table section of the Toolbar.... Read More

By default, subtotals and subheaders on a section will show (providing that they are populated or contain a calculated total). 1. To hide a subtotal or subheader, select it and use the Show/Hide subheader/subtotal button under the Table section... Read More

You can review your accounts, or any document, in Print Preview. This gives a true view of what the document will look like once printed. Try not to rely on how the accounts look in Form mode, as this can often differ from the actual print. There... Read More

If you have a rounding error banner at the top of the accounts, yet no differences exist in the accounts, this is likely caused by content that is no longer required in the Accounts Preparation Table. Note: It is recommended that a backup of the... Read More

1. To insert an image a paragraph marker will need to be selected. This will then activate the Picture button on the Insert toolbar.    2. Once this is selected the option to Browse to a saved image and options for changing measurements of the... Read More

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