CasewareDocs

Financial statements checklist (FI)

See Common Working Paper features to see information on features not specific to this working paper.

Number Name Description

Client Profile

Click to directly access Caseware engagement properties which includes client profile information.

Print reference column

Skip/print the reference column on the left side of the working paper.

Number of columns

Set the number of columns for all the sections. The default is 4.

Individual document sign-off

Turn on/off the document sign-off column.

Groups

Toggle sections on/off. Scroll down to the group and manually edit the header cell to rename groups. Use the buttons Select all groups and Deselect all groups to turn on/off all groups.

Sort Groups

Click button to sort the working paper groups.

Folder

Click on the folder to turn on/off each section.