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If you require customised report content to be used in multiple files, custom report sections can be created, saved and built into multiple AccountsAdvanced files. Custom report sections must first be inserted into an existing set of accounts, click... Read More

1. To create a custom Report on Regularity, navigate to the …CaseWare/Resources/Knowledge Library/Charity/ folder and copy paste the file entitled Acad-AssuranceReportTemplate to the …CaseWare/Resources/Knowledge Library/Custom folder. You can... Read More

Please find below a recording of our Custom Reports webinar, held on 13th March 2024. Session Highlights How to enable custom reports within computer settings Creating custom reports Customising reports Distributing custom reports to colleagues ... Read More

Please click here for guidance on creating a Custom Directors Report.   Read More

If you have a pre-written Trustees’ Report that you would like to insert manually into the Accounts, use a Free Form Trustees Report. 1. Access this option via the Trustees’ report options help text.   2. Once ticked, this will bring... Read More

Lead Schedule References In Your Trial Balance By default your Working Papers file will have LS references pre-populated linking your mapped figures or selected LS references to the lead schedule. The available referencing systems are shown in the... Read More

Table of Contents Process Locking custom Casview files Formatting Text Additional Information   The Accounts template allows custom styles to be set and applied by the firm across all machines using the template. Customising includes... Read More

If you are using a custom Cover Page that is not tagged and require the Cover Page to be tagged in a single set of accounts, apply the tags shown below. 1. Open the tagging dialog by clicking on tags via the Tools menu.   2. Click OK.   3.... Read More

1. Create a new file. Base this upon the relevant default Caseware template and save it into your templates directory: C:\Program Files\CaseWare\Templates   Note: Templates with an 'S'. There is another folder calledÂ... Read More

The AccountsAdvanced template has the ability to set custom styles for the headers, footers and cover page. These custom styles can then be applied by the company and rolled out across all machines using the AccountsAdvanced template.  Note: It... Read More