Why you should attend?
This intense course is designed to train and up-skill an individual to ensure the success of Caseware in your business.
Course overview:
What’s New in the latest versions of the software
- Caseware Firm Template\
- Create your own firm template
- Customising the Caseware Working Papers interface
- Customising the Document Manager
- Tags and the Filter feature
- Customising Lead Sheets
- Creating Placeholders
- Customising tick marks
- Tools | Options set up
Formatting and Configuring The Financial Statements
- Firm Settings Enable Special Features Statement
- Customising the Financial Statements in editing enabled mode
- Super Insert
- Inserting note and page number references
- Printing showing overrides
- Year vs. text headers
- Show and hide totals
- Create cell and link in edit mode
- Customising the Financial Statements in Design mode
Roll out the customized template
Package the template Package the template
Testing the Template
Updating the Firm Template
Repackage and Redistribute
Minimum requirements:
- Caseware Fundamentals / Strong experience on Caseware financial statements
- Passionate about CaseWare and CaseView
- Responsible for driving efficiency in the firm or entity
Efficiency drives profitability – this course is the best investment you can make for your firm!
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.
