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1: Ensure the Caseware file is closed. Select File and Rename File. 2: Use the dropdown arrow or the Browse option to select the file you wish to rename. 3: Type the new name of the file in the New name box. 4. If this is a manually... Read More

You have the option to repair a file when it is likely that the Caseware file database has become corrupt.The process will re-index and re-number all databases in the file, along with re-posting all entries and re-calculating balances. Before... Read More

To retain issues upon roll forward, follow either of the two processes highlighted below: Method 1 1. Access the Edit Issue dialogue by either: a) Navigating to the Document Manager, hovering over the Issue icon and selecting the relevant Issue: ... Read More

When differences occur on the face of the accounts, you have the option to run a Trial Balance Diagnostics Report to help identify the reason for the difference. The Trial Balance Diagnostics Report deals with areas where opening balance... Read More

Occasionally, a document in your client file may become corrupt. You may have issues opening a document or you may not have new mapping numbers. The Copy Components function allows you to copy components from a template/file into a file. 1. Go... Read More

Manually Save as Compressed 1. In Caseware Working Papers, select File and Save Compressed.     2. Choose to include the Sub Folders within the document, and .BAK files that link the document to SmartSync.   Note: We recommend not including .BAK... Read More

Follow these steps to see who has accessed a Caseware file: 1. Open the engagement file, navigate to the Engagement menu and select History:   2. The resulting dialogue contains timestamps for file events, including the initials of users accessing... Read More

1. Find the font you require from within the control panel under Control Panel\Appearance and Personalisation\Fonts. 2. Right click and select preview on the font. The font must be listed as a TrueType for this to work. 3. Copy the... Read More

For guidance on signing out a file, click here. 1. After completing work on your Signed out master copy, you will need to sign the file back in to update the Central Copy. 2. Once you are reconnected to the network, open the Signed out master copyÂ... Read More

The sign out process is to transfer a file from a network location to a hard drive on your local machine. 1. Launch Working Papers and click on the Sign In/Out option.    2. The Sign Out Engagement wizard will open. The location of the file... Read More