Release notes for CaseWare® Financials US – February 2009
a) If any errors are displayed during installation please call CaseWare Technical Support in your country.
b) During installation, the master CaseWare® Financials files are updated automatically. Launch the Financials master file from CaseWare® Working Papers. Open the document VR – Version information on the document manager. Verify that the version number on the master file is shown as 7.50.132.
c) Please refer to the Financials Update documents for changes to the requirements and detailed instructions on updating the master firm file and each client file.
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Following are the enhancements and modifications made between version 7.00.134 and version 7.50.132:
· A new fully customizable table type is available in the notes, schedules and other statement areas. The DIY Table format allows you to customize the look and functionality of a table. Along with the usual menu options available to a CaseWare Financials table, the DIY format provides the following key options:
o Insert and deleting columns.
o Specify column type attributes.
o Modify reported period characteristics.
o Create your own custom column calculation.
o Customize table headings.
o Apply styles.
· The Do-It-Yourself Table menu options are available in any engagement file. The firm can also create customized firm DIY tables and add them to the firm libraries.
· Options added it the styles and formatting dialog to apply styles to:
o This column only - Styles can be applied to an entire column of a table.
o Include heading - When selected any style changes are also applied to the table heading.
o Apply to all tables in section - When selected all tables within a section are include in the style change.
· Drill down on an item in the cash flow statement will take you directly to the relevant area of the cash flow worksheet.
· Created a Firm option that allows users to suppress the note reference column globally for all statements and notes.
· Training material and guides are updated to cover all new enhancements.