Financials Release
Notes – January 2010
Financials Update 8.50 – Build 110
Please review the following information prior to opening Financials 8.50. It is recommended that you print a copy of this document and keep it for reference.
Enhancements
The following table lists all the enhancements in Financials 8.50 since its last release.
· Enhanced functionality to allow multiple rows to be highlighted and adjusted at once to:
o Delete multiple rows through the right-click menu or button.
o Skip multiple rows through the right-click menu.
o Create subtotals for selected rows with new “Quick Subtotal” button.
o Change Grouping for multiple rows through the right-click menu.
o Adjust “Vertical Alignment” for multiple rows and columns through the right-click menu.
· Enhanced notes and schedule tables to enable users to define cells in a note or schedule table that can be linked to any existing Financials table. Once defined the notes can be linked using the existing functionality “Link from… schedule/note/statement” functionality.
· Modified the additional column in the Financial Statements area formats to be populated based on any Working Papers Balance Type. Previously the only column balance available was the Budget amount. You are able to modify the additional column attributes for;
o Title column
o Balance type
o Period
· Changed drill-down to launch Working Papers Calculation Explorer. The calculation explorer allows you to drill down to the supporting balances and launch the applicable automatic documents in Working Papers.
· Updated the interface to include updated buttons, fonts and colors of key documents including the Financial Statements, Financials Statement Options, Knowledge Libraries and Firm Financial Options documents.
o Added to each document a distinctive icon to reflect the type of document. Easily identify when you are in the master template, the library files, worksheets, option documents and the financial statements.
· Enhanced CaseWare note heading titles in the notes knowledge library to allow the firm to modify the titles. The modified note heading titles appear in the financial statements.
· Added DIY tables to statement areas.
· Added DIY functionality to use Custom Balance for the Balance Type Field for any column.
· Designed an option under the “Options” menu to “Purge unused styles”. This removes the styles not used in the engagement Financial Statements which increases performance.
· Updated and reorganized the online help in many areas
· Updated training material and guides to cover new enhancements.
If you’ve found a problem that’s not listed in this section, please let us know by sending an email to support@caseware.com.