Articles Search Results

Click here for a full interactive on getting started with AuditAdvanced (HAT) templates. The following areas are covered within the guide: 1. Creating a file 2. File setup 3. Customising the TB 4. Importing 5. Mapping 6. Posting unrecorded audit... Read More

Click here for a full interactive user guide on getting started using the AuditAdvanced (Mercia) templates.  The following areas are covered within this guide: 1. Creating a file 2. File Setup 3. Customising the Trial Balance View 4. Importing 5.... Read More

Error MessagesIf you get the error messages below, where the custom headers on their PC have not been updated to the latest version.        In the case of a Directors' Report or Auditors’ Report in the Accounts that spans across... Read More

If you need to make a one-off change to a header, you can do so within the file that you are working on.   1. Ensure that Custom headers are selected in the Wizard, on the Style tab under Accs Format.       2. To find out the relevant header to... Read More

Types of returnSoft return (return symbol - ↵) - used for a continuation of text. Hard return (pilcrow - ¶) - defines where a paragraph starts and ends. CreationWhen in Enable editing, identify the type of marker being used.To create a soft return... Read More

Follow these steps to add a custom Procedure to a Work Programme in the Cloud Audit (Mercia) template: 1. Select the pencil icon in the top-right to activate Edit View and use the three dots to Add Procedure:   You also have the option to add a new... Read More

Please click here for a full interactive guide on getting started with Caseware Cloud Audit Customisation. The following areas are covered within this guide: (1) Introduction (2) What can you customise? (3) How to create a draft template (4) Version... Read More

Please find below a recording of our Cloud Audit Customisations webinar, held on 30th June 2022. Visit our Client Services YouTube Channel for more QuickVids. Read More

Please find below a recording of our Introduction to Cloud Audit Customisation webinar, held on 16th June 2022. For more videos, take a look at our Client Services YouTube channel and subscribe.  Read More

Caseware SmartSync files are continuously feeding data (that we call metadata) to the Caseware Cloud server to which they are assigned.  This is most noticeable with fields such as the Operating Name and Year End Date but it  extends throughout... Read More