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There is a way to change the text within the audit report headers to change the wording from the default shareholders to anything you want it to say.   1. In your accounts go to your Audit Report and click on AUDIT REPORT OPTIONS. 2. You will... Read More

1: Open the ? Audit Report Options at the top of Audit Report. 2: Tick the option to Print this report on your own letterhead. Read More

Option accessTo view the signature options on the Audit Report, click the question mark at the foot of the report.   Extra spacingHere, you have the option to adjust the number of space lines (before the signature) using the dropdown menu. Address... Read More

To close the spacing between name and address lines at foot of the audit report: 1. Click on the ? Signature options button: 2. Select Tick here to close up the address spacing. Alternatively, remove the tick to expand the address spacing. Read More

You may wish to add further bullet points to the audit report. 1. Go into Enable editing mode from the View tab whilst having your cursor within the text section you want to add a bullet point to. Contact your Super User who will provide the... Read More

If you need to insert or remove a page break before a section within the Audit Report, you can do so by right-clicking on the sub header and select to insert or remove a page break. Read More

1. Select the ? options at top of Audit Report. 2. Use the Amend text for Headers drop box to select the required wording.     3. Check the print preview to view the updated header. Read More

In order to roll forward a Cloud Audit engagement a new file will need to be created. 1. One method of doing so is to select the New button. 2. Select the entity relevant to the file you are rolling forward, the Carry Forward Data can be selected... Read More

Follow these steps to set up your Work Programmes within the Cloud Audit (Mercia) template: 1. The B40 Audit programmes required document confirms the audit areas that Caseware considers material, based on the figures in the B25:   2. If Caseware... Read More

Follow these steps for completing a returned client information request in the Cloud Audit templates: 1. From the Documents tab, open the Client information request document:   2. Once the client has responded to all questions, you will see a... Read More