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Adding page breaks to V3 accounts

Page breaks can be added in two ways in V3 accounts.  1. Manual page breaks. Click here for guidance.   2. Page breaks can be added in the right-click menu, by right-clicking the header and selecting Insert page break before. Read More

Adjusting text indent on the Reports and Accounting Policies

The indent of text beneath subheaders in the Reports and Accounting Policies can be adjusted as a whole. 1. Click on the text of one of the sections to be adjusted and click the AA style bar button.   2. Use the left arrow button to decrease text... Read More

Calculations for date cells

In Financials, certain cells have been created by Caseware to show date formats. For example: DATE1 clp13 Reads date for current year based on engagement profile. e.g. 31 December 2006 DATE2 itod(dmy(day(clp13),month(clp13),year... Read More

How to enter superscript text

Some users may wish to enter some text as superscript. For example: Administrative expenses2 To recreate this in CaseWare follow the steps below: 1. Go to the Profit and Loss section of your accounts. Go to View | Enable Editing to turn the... Read More

How to view Accounts in Print Preview

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

My inserted object won’t update

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

Why can't I edit my accounts?

If you're unable to edit your accounts, check that Form Mode is not locked. 1. Navigate to the Home tab (in CaseView) and you will see a padlock marked Lock/Unlock: 2. If this option is highlighted, a user has set a password to lock the... Read More