Introduction to NotebuilderAdvanced

The Introduction to NotebuilderAdvanced course is a half-day course aimed at existing users of the AccountsAdvanced templates, including Company AccountsAdvanced, AccountsAdvanced IFRS and AccountsAdvanced Charity/Academy.

Pre-course requirements

Ahead of attending the session, we recommend completing the NotebuilderAdvanced Getting Started Guide, available from our help site.

Additionally, if you are new to Caseware we advise that you first complete the Introduction to AccountsAdvanced, and iXBRL in AccountsAdvanced courses.

Outlined agenda

During the course, we will learn about the key features

  • Multiple column creation
  • Multiple row creation
  • Row and column sort function
  • Row and cell calculation options
  • XBRL taxonomy selection for pre-tagging
    custom content
  • Saving custom Knowledge Libraries
  • Saving profiles

Exercise – Creating the Schedule to the Detailed Accounts

  • Building the structure
  • Setting the calculations
  • Presentation
  • Adding to the accounts

Who should attend?

Existing users of the AccountsAdvanced templates, including Company AccountsAdvanced, AccountsAdvanced IFRS and AccountsAdvanced Charity/Academy.

Introduction to NotebuilderAdvanced
Free
The Introduction to NotebuilderAdvanced course is a half-day course aimed at existing users of the AccountsAdvanced templates, including Company AccountsAdvanced, AccountsAdvanced IFRS and AccountsAdvanced Charity/Academy.
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