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The process of removing issues automatically is known as Clean Up. This is a once only process and as such cannot be reversed. It is vital therefore that: 1. You take a backup first 2. That the ability to run the option is restricted to very few... Read More

Caseware Working Papers allows users to roll forward their Document References into next year's file. This saves re-referencing in the new year's file and can be particularly useful if also rolling forward external documents asÂ... Read More

When the Audit has been completed for the current year, complete a year end close remembering to change the file path to the server location and publish to the cloud next year’s audit file. 1. This tick box is automatically selected in the... Read More

The Record layout file option (available when importing from Excel) allows you to save the layout and settings specified for the input file, such as column selections and advanced specifications. You can save and re-use this layout for another... Read More

You can access the Issues pane via one of two methods: Method 1 Select the Issues option on the Working Papers toolbar:   Method 2 Open the View menu, expand the Show option and select Issues: Caseware splits Issues into different tabs, based on... Read More

The recalculate function can be used in the accounts to refresh all calculations within the document. If changes have been made in the working trial balance, or to calculations on the face of the accounts, these should Auto Recalculate providing... Read More

The Repair File option is located under the Tools tab of Working Papers.       Reindex all databases in this client file Select this option to rebuild the indices pointing to data in the database. If an index becomes damaged, this may result in... Read More

1. Click the template icon on the bottom right section of the window in Caseware Working Papers. 2. Clicking on this button will present two options. 3. Select the option to view the File Version as highlighted above. 4. This will open another... Read More

If a lead schedule is opening to a completely blank page, it may be due to the expansion on the bottom window pane.   1. Click on the grey bar at the top of the window and drag this down to show the lead schedule. Read More