Free Monthly Webinars
We host free monthly webinars to assist with implementation, preparation, formatting tips and common support topics. Ensure you book now to take advantage of this free training resource. You can book for yourself or on behalf of you new starters/trainees by simply access the training calendar and completing the booking steps at no cost to your firm.
We highly recommend booking for these webinars during the year as it serves as a good refresher or getting started training for new users of CaseWare Working Papers. Each webinar also has a Q & A session with our CaseWare experts.
To book a webinar either click on the buttons below | click on Choose your dates below | Select the course date from the calendar then click Book Now. Alternatively, you can view our classroom and online training calendar from the Client Success Services page.
We also offer on-site training at your request, email info@casewareafrica.com for more information on availability and pricing.
The Caseware Africa Success Community How to acquire login credentials? My Software My Licenses Client Success Services How to manage users Installation Minimum requirements Error 1904 How to install the software using the installation wizard Silent Installation Registration How to register the software How to revoke licenses Firm Settings Activating a template – what to do when a template is “locked” What to do when a CaseView document is locked for editing Common Errors for Installation & Registration Error C100 Error 101 Error 106 Questions and Answers
- This webinar is aimed at anyone that needs to get the most out of Caseware Cloud. The type of person can be:
- An Administrator that needs to set up their Firm’s / Organisation’s instance of CaseWare Cloud
- The staff members that will use Caseware Cloud extensively.
Figures pulling through to the AFS after mapping
No figures pulling through
Incorrect figures pulling through
Determining the years to be disclosed
What to do when:
Incorrect figures pulling through
Determining the years to be disclosed
Adjusting Entries are not pulling through
Balance not pulling through from note
Balance not pulling through from manual input elsewhere
Trial Balance
Balance not pulling through from note
Balance not pulling through from manual input elsewhere
Reimporting a trial balance from Excel
Reimporting from accounting software
Resetting the trial balance
Questions and Answers
Reimporting from accounting software
Resetting the trial balance
Alignment in the financial statements
General formatting
Headers and Footers:
General formatting
- Formatting the entire document
- Settings & Format
- Date, time and number formats
- Signature/Narration areas 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)
- Balancing the Statement of Financial Position
- Balancing the Statement of Cash Flows
- Balancing the Statement of Financial Performance (I/S) so that Net Profit on I/S equals net income account
- Reconciling Opening Retained Earnings to equal closing of prior year
- 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
