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 Navigation & Tools

Black lines appearing in print preview

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

Entities appearing broken in Consolidation window

1. When looking at the Consolidation window, you may see that your entities appear broken. See example below:   This can occur if the actual subsidiary file has been moved from its original location, or it has been renamed in Windows. 2. To... Read More

How to access the Accounts Preparation Table

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

How to change the text style

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

How to check for Knowledge Library updates in the Accounts

1. Click the KL Update icon beneath the Tools tab. 2. Select Yes to the following message: 3. The available knowledge library updates will appear in a dialog similar to the one below. 4. Select the updates you wish to take and click OK to accept the... Read More

How to make text italic

You have the option to change a text style to italic (applying the change wherever that style appears throughout the face of the accounts) or to specific text. Setting a Style to Italic Follow these steps to set a text style to italic and apply the... Read More

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