In some cases you might get the error message The current cursor position style is not user definable when clicking on the change style icon beneath the Style tab. This will either be because it is not possible to change the style on the... Read More
Navigation & Tools
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
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
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
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
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
If the trial balance is posted in pounds and pence or dollars and cents, there will potentially be small rounding differences that occur within the Accounts. To clear these rounding differences, you will need to set a rounding tolerance in the... Read More
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
A Knowledge Library (KL) is a section within the accounts such as a note or financial statement. The KL includes both the table and text content of a section. Select the section you wish to update and click the Sec Update icon beneath the Tools... Read More
Visit our Client Services YouTube Channel for more QuickVids. Read More