GAAP Financials Help Centre

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You are viewing the English version. Click the Enhancements tab to view or compare features. Current Version: GAAP Financials (U.S. Version) Available Update: 10.30 (Dec 05, 2012) Details: You MUST have the English version of Working Papers Version 2012 and CaseWare Financials 10.00 or higher for this download to work. This update is for those users with Working Papers version 2012.00.062r3 and higher. For Update Instructions, please click here FinancialsUS10.30Update.exe — 32.3 MB Download Now (Login Required) Download Instructions

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Enhancements

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Enhancements for GAAP Financials 10.30

Release Notes for CaseWare Financials 10.30 Rev A.pdf— application/pdf, 55Kb

Requirements

Articles

QuickVids

Getting Started

1. Installing Financials
2. Navigating the Firm Interface
3. Navigating the Engagement Interface
4. Creating Client Files
5. Updating Client Files

Customizing for the Firm: General Functionality

1. Knowledge Library: Overview
2. Knowledge Library: Creating Alternative Formats for Statements
3. Creating and Modifying Firm Style Sheets
4. Auto-Generate by Assurance Type and Reporting Period
5. Knowledge Library: Jump Functionality

Customizing for the Firm: Authoring Notes

1. Understanding the Knowledge Library Index
2. Understanding Note Alignment and Styles
3. Relationship Between Note Headings and the KLI
4. Ordering Notes in the KLI
5. Creating Alternative Formats for Notes
6. Creating Alternative Formats for Notes
7. Content Management for Notes

Working in the Financial Statements

1. Financial Statements: Adding Areas and Formats
2. Financial Statements: Populating Data
3. Financial Statements: Underlines
4. Financial Statements: Note Number Referencing
5. Financial Statements: Note Number Headings
6. Financial Statements: Subtotals
7. Financial Statements: Working with Styles
8. Financial Statements: Sorting
9. Financial Statements: Do-It-Yourself Tables
10. Statement of Cash Flows Worksheet
11. Financial Statements: Quarterly Reporting (See Multiple Financial Statements)
12. Financial Statements: Rounding Relations
13. Do-It-Yourself Tables Features
14. Line Properties: Input Override of Description
15. Keep Note Together
16. Custom Linkage Enhancement
17. Mapping and Style Purge
18. Navigation Quick Links
19. Skip Notes from Printing
20. Multiple Financial Statements (Detailed)
21. Advanced Table Indentation Strategy

New Features for 10.00

1. Add Notes Button
2. Insert via Browse New Notes Dialog
3. Jump to Note in Library
4. Table Resize Ruler
5. Multiple Notes Libraries
6. Auto-Generate Flag
7. Recover Hidden Paragraphs
8. Referencing Schedules
9. Keep Properties of Row
10. View Table Column Headings
11. Drill-down to Trial Balance
12. Rounding to 1's, 1000's, 1 000 000's
13. DIY - Period and Balance Selector
14. DIY - Skip and Hide Columns
15. Smart Subtotal Skipping
16. Skip and Hide on Paragraphs

New Features in Financials 10.25

1. Inserting an Unreconciled Difference Row
2. Balance Check for Financial Statements

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