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Click here to view tips on how to create custom calculations in AccountsAdvanced.   Read More

Totals across rowsUsing formulas in tables is an easy way to automate tables. Totals going across rows in tables can be calculated in the following way: 1. Double click on the cell that is going to be used as the total for the row and select the... Read More

Custom notes are not covered by our standard referencing structure and will not work when trying to apply a note reference as shown here. 1. Select the {N#} you wish to apply the number to, select Style and then Change Style.   2. Select... Read More

To insert a custom note with numeric and alphanumeric content, a Data by column input note or 6-Col CY/PY input note can be used.  1. To insert the note, click on the add icon beneath the Note tab and select the note required note.   For... Read More

Customising the Issues Dialogue Caseware users now have the ability to customise the Issues dialogue by selecting which features should be present. 1. To customise the dialogue, right click on the Issues pane and select Settings then Cutomise Types.... Read More

1. Enter into Enable Editing mode, contact your primary Caseware user if you are unsure of the password. 2. Use the insert tab and click on the cell button in insert a new cell.   3. There will be a prompted to enter a cell name. We advise using a... Read More

In Caseware it is possible to create a cell and link it to an existing cell within the financial statements to pull through a specific figure. Before a cell is inserted, the cell number for the figure that needs to populate in the cell will locating... Read More

When a table is inserted using the Create\Edit Table option in Enable Editing mode, by default the text entered into the table will be underlined.   1. Place the cursor on the text and select Style Sheet beneath the Format dropdown menu.   ... Read More

The need for a statutory Audit Report is automatically determined by the options selected within the Start section of the Wizard. The Wizard will compare the mapped trial balance against the published thresholds for annual turnover and gross assets.... Read More

You have the option to use your own letterhead on the Audit or Accountants Report. 1. Click on the yellow question mark beneath the report title. 2. Tick the box to print this report on your own letterhead 3. The standard page header will be... Read More