Why you should attend?
Developed specifically for our SAIPA clients, SAIPA Fundamentals Webinar Series is an online version of our Caseware Fundamentals classroom training. It is divided into four, two hour sessions and is included in the SAIPA Online bundle.
The training series will cover everything from basic Caseware functionality, understanding and maintaining the Document Manager, right through to preparing your financial statements in Caseware.
The webinars also include topics relevant to the SAIPA practice and practical exercises ensuring you are equipped to put what you have learnt in practice. Perfect for improving your efficiency on Caseware – without having to leave the office.
Course overview:
Webinar 1: Back to Basics
- What is Caseware Working Papers and the difference between Caseware and CaseView
- The life cycle of an engagement file
- Creating a new file, getting started and work flow
- Engagement Properties & Information Store
- Import from Pastel
- Import from QuickBooks
- Import from Excel
- Mapping
Webinar 2: Preparing the Financial Statements
- Sign In/ Sign Out
- Working trial balance and its features
- Basic Intro to the Document manager
- How to Post a journal, how to import journals and where to find the journals automatic document
- How to bring in or create supporting documents, add email documents to the document manager
- How to cross reference, annotate, sign off, save or export
- Use 20.20 to illustrate features native to the lead sheet
Webinar 3: A focused look at the Financial Statements
- Opening the financial statements: Basic navigation mode and orientation mode
- Globally formatting the financial statements: document format, long lines, header and footer, print profile
- A look at each page/ statement of the financial statements and its related tips and tricks
- Insert feature and content tool bar
- Build a sub note in the “Trade and other receivables” using features shown
Webinar 4: Webinar 4: Balancing Financial Statements
- Balancing the Financial Statements: Balance sheet, Cash Flow Statement, Income statement vs NETINC & Opening Retained Earnings vs Prior Closing
- Year-end close
- Updating the Financial Statements
Please Note: The training delegate minimum requirement is 6 delegates, should we not meet this number the training will be rescheduled to the next training dates. If training is cancelled, we will inform you prior to the training date.
