Periodic reporting in Caseware

Why you should attend?

Use Caseware to its full potential by using it for annual as well as periodic reporting. This training will show you how to set up your CaseWare file so that you are able to produce statements for periods shorter than a year. We will also briefly show how to use the Caseware Connector to produce monthly management accounts.

Course overview:

• Setting up the file: 
• Reporting dates – engagement properties
• Information Store 
• Importing a monthly trial balance
• Reports 
• For the month ended
• For the quarter ended
• Introduction to Monthly Management Accounts 
• Monthly I/S
• Questions & Answers

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.