Formatting and Editing your Financial Statements

Why you should attend?

Most of our frequently asked questions are centered around formatting and editing the financial statements within Caseware. Based on this we have set up live webinars to address many of the questions we get. Please note that in these live webinars you will be able to ask questions too.

Course overview:

Alignment in the financial statements

General formatting

• Formatting the entire document
• Settings & Format
• Date, time and number formats
• Signature/Narration areas in the financials

Removing blank spaces in the financials

Headers and Footers:

• Formatting headers
• Normal attachment of headers – year/text header on the notes to the AFS
• Attaching a header (Brief intro to Design Mode – refer to consulting for customisations)

Questions and 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.

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