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Adding and viewing Issues

Problem:

Am I able to able to create and view Issues in the financial statements?

Solution:

Issues can be assigned to any cell in the financial statements.

To add and display an Issue:

  1. Right-click on the cell and select Add New Issue | To Cell
  2. Complete the Issue in the New Issue dialog.
  3. The issue can be viewed by selecting the financial statements document in the issues pane. This will produce a circular red highlight around the cell with the assigned issue.

    Numerous issues can be highlighted at once by selecting View from the CaseView menu and selecting Highlight Issues.
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