On Demand Webinars
Weekly Webinars
We get a lot of questions about the following topics when setting up and drafting the financial statements in Caseware Working Papers. These webinar recordings will assist you with guidance on these steps and more.
Importing and Mapping - ▶ Watch Here
This webinar covers the following topics:
- Creating a New File From Client Data
- Importing a TB From Excel
- Regional and Balance Settings
- Renaming an Existing Caseware File
- Tips & Tricks For Mapping
- Creating a New Mapping Account
- How to Map The Working TB
- Creating New Mapping Numbers
- How to Export Your TB From Caseware To Excel
Balancing the Financials - ▶ Watch Here
This webinar covers the following topics:
- 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
Periodic Reporting - ▶ Watch Here
This webinar covers the following topics:
- 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
Formatting and Editing - ▶ Watch Here
This webinar covers the following topics:
- 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)
#GetAhead Weekly Webinar Series - ▶ Watch Here
This webinar covers the following product streams:
- Caseware Working Papers
- Caseware Cloud
- Financial Statements Templates
- Audit International
- Probe
