Caseware Working Papers | How to avoid an error 32 when creating a new file based on client data?

Published: 21/06/2023

The process will take you up until the end whereupon you will see where caution should be taken to avoid this error.

The Create and import data option is used to:

Update an existing client file to the latest Caseware templates;
Update an existing client file to the latest FIRM template;
Update and perform a year-end-close on an existing client file simultaneously;
To change the disclosure of an existing client file, i.e. IFRS to SME or SME to IFRS.
An alternative to running the Update Wizard to update to the latest Caseware template is to create a new file from existing client data. This method will copy the following components from an existing client file:
- Working trial balance (including mapping)
- Firm settings (optional)
- Standing information in Information Store (optional)
To retain accounting data in an existing client file and to update the documents in the Document Manager from the latest template.

Steps to follow

Step 1 – Launch the Caseware Working Papers application by double-clicking on the Caseware Working Papers icon located on your Desktop. Click on the New tab located at the top left hand side of your screen. [IMAGE 1]

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Step 2 – Select the Caseware Template appropriate to this Caseware file, type in your file name and click on the Create and import data option. This will prompt the New file from client data wizard.

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Step 3 – The welcome screen from the New File from Client Data wizard will appear. You need to select any one of the three options from the Get Client Data From: list. In this example we will select the Existing File option and click on Next.

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Step 4 – From the Locate Client Data File dialogue browse to the existing file that should be updated.

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Step 5 – Navigate down until you come to the Caseware File. Click on Next.

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Step 6 – You will return to the New File from Client Data wizard where you will see the Existing File Path. Double check that you are happy with the file you have selected and click on Next.

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Step 7 – You have now come to the last screen in the New File from Client Data wizard. Click on the Finish button ONCE and pay careful attention to the steps that follow now as this will ensure you do not come across the Error 32 mentioned earlier.

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Step 8 – You will notice that Caseware will start to automatically Expand your file. Please be patient while this process takes place. It normally takes no more than 15 seconds. Please DO NOT click on the Finish button.

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Step 9 – You will be prompted to log into your Caseware file. Type in your username and password and click on OK. Please DO NOT click on the Finish button again.

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Step 10 – The Caseware files will start to copy from the pre-existing file into your new Caseware file. Please wait for this process to complete. It normally takes around 15 seconds.

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Step 11 – A second prompt will ask you to log into your Caseware file. Type in your username and password and click on OK. Please DO NOT click on the Finish button again.

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Step 12 – The On file new wizard screen will appear. Here you need to select the options relevant to your new Caseware file. You are essentially asked to confirm what information you want to copy across. As soon as you have made your selections, click on Continue and wait. Please DO NOT click on the Finish button again. Your screen should close automatically after a few seconds.

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Step 13 – The new Caseware file will display automatically. The process is now complete. Congratulations, you have successfully created a new Caseware File where you have imported existing data from another Caseware file. You may now continue with your audit.

Instructions:

In this document, you will be shown how to create a new Caseware File that is based on pre-existing data that will be extracted from an existing Caseware File. At the end of this process, there is an important warning to take note of to avoid an Error 32. This is a common error Caseware users encounter when they come to the end of the process. Below is an illustrated step-by-step guide on all the steps to follow when creating a new file and importing data.

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