Setting up your file
165 articles across 16 sections.
Topics
4 articlesCaseWare Cloud
1 articlesTopics
1 articlesCompany Profile and Company Codes
27 articles- Completing the Company Profile
- Company Profile properties and options
- Defining Period Dates
- Working in a yearly file
- Working in a random file
- Changing the period date sequence
Importing data to set up your file
16 articles- Importing data to set up your file
- Time fields required for import components
- Time file setup prior to import
- Rules for importing clients and groups
- Rules for importing contacts
- About importing ASCII files
- About Record Layout Files
Staff list
21 articles- Overview
- Adding users from the Company Network into the Staff list
- Entering standard hours for staff members
- Increasing Staff Rates
Topics
1 articlesClients list
19 articles- Overview
- Adding a Client
- Client properties and options
- Modifying Client properties and options
- Entering customized codes in the Client List
- Assigning customized alternate codes to clients
- Renaming the alternate codes
- Inputting the default "attention" wording:
- Deleting a Client
Groups
15 articles- Assigning Clients to Groups
- Groups
- Client Groups
- Adding Client Groups
- Group properties and options
- Processing by Group
- To activate processing by group
- Group reports
- Deleting groups