- Fallback test account loaded.
The latest Caseware Africa template series offers a much greater level of automation that is hoped to allow firms the necessary flexibility without the need to go into design mode. Where earlier versions of the template do not support all of the firms needs, we wish to address this in the template as opposed to encouraging changes by the user.
Many firms support this approach and have requested that we do not make the design mode password available on this version.
An interim mode, called builder mode, allows a much greater level of quick and easy modification, without the required skill levels of design mode.
Recommendation
We recommend that:
- Firms attempt to do away with or at least limit their “personal preference” changes. This will result in far greater productivity and ease of use.
- If change is necessary, builder mode is used as the first port of call to make changes to areas not yet catered for by the template. A “Caseware champion” should perform these changes, so that it can be fed into the firm’s template and back to Caseware Africa.
- Firms do not allow users access to “Design mode”.
The approach for the latest templates is to provide users with the code for Builder mode to make necessary “obscure” changes. We want these requests to be reported to info@casewareafrica.com so that they can be built into the template where appropriate.
Access to Builder mode and Design mode is recorded
Any file that has had either Builder mode or Design mode enabled, is clearly marked as such on the Control page of the financial statements and elsewhere.
Important notes on Design mode changes
- Do not make changes that are already available via Firms Settings. If changes are made in Design mode that should have been made in Firm Settings (e.g. font type and size), these changes will be lost when a new file is created or when a file is Re-packaged as the global Firm settings is re-applied.
- If changes need to be made in design mode that are not included in Firms settings:
- These requests should be reported to casewareafrica.support@adaptit.com so that they can be built into the template where appropriate.
- The style sheet of the line being modified needs to be changed. The template is designed with specific style sheets. These style sheets apply certain pre-defined properties to lines or sections using the same style. Thus if changes are made in design mode without changing this style sheet, this could be lost when a new file is created or when a file is Repackaged.
Please note
The Design Mode password is provided upon receiving permission from the firm’s Partner, Director or Chief Financial Officer as there are risks associated with any modification made within design mode.
The understanding that access to Design Mode makes it difficult for us to support the file, as we cannot track the changes made or ascertain the cause of any errors to scripts resulting from changes to formula in design mode. Such changes may fall outside the scope of our support plan.
Please ensure that if the Design Mode password is changed from the one provided, it should be kept safe. This password is encrypted within the financial statements and will not be able to decrypted, unless the file is sent to Caseware International. The turn-around time is 1 – 2 weeks for decryption of the design mode password.
Please provide the information of the staff member in your organisation from whom approval has been obtained with regards to the design mode password.
Current Design Mode Status: enabled
Approved By: () on Thu Mar 05 00:00:00 GMT 2026
Password: daisy
