This series of getting started videos guides new CaseWare users through the steps that have proven to lead to successful implementation.
This is the most important part of the process. The more time you spend on understanding mapping and getting it right, the easier it is to prepare financial statements.
To better understand this process, here are the videos:
Principals of Mapping
Mapping the Trial Balance
Our financial statements are always up to date with compliance requirements – but because these change on an on-going basis, you will need to update your software periodically. Besides compliance, we also change the technology for enhanced usability and efficiencies – so staying on the latest version is not only for your compliance, but also ensures your user experience keeps getting better. Visit our downloads and updates page. In viewing the Introduction to Financial Statements, Drafting Financial Statements and Formatting the Financial Statements video series, you will:
Here are the videos to assist you with financial statements:
Introduction to financial statements
Drafting financial statements
Formatting the financial statements
CaseWare Working Papers Adjusting Journals are used to input and edit any adjustments that need to be made to the financial statements.
To better understand this process, here are the videos:
Posting Journal Entries
When a year-end close is performed, the client’s file is rolled over to the following year and a new file is created. No changes are however made to the original file.
The new file will:
Year-End Close
There are many ways you can get help on CaseWare and its add-on products.