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The following procedure preserves any content completed after updating the master template to version 15.00 with the original patch. Prerequisites: Download the 15.00 patch file. Copy the master library to a secure location. Procedure: In Working Papers, click Templates | FinancialsCAD and then Edit. Open CL Organization Standards. Click Knowled...

Updated:
Oct 26th, 2017

Affected version(s):
ASPE Financials 15.00

There are two ways of modifying the default text that appears in the footer area: Method 1 Open the Financial Statement Options document and navigate to General | Financial settings | Statement, notes and reports. Type the text you would like to display in the input cell for the options Text to appear in footer of each statements. Additional foote...

Updated:
May 03rd, 2017

Affected version(s):
All versions of Financials

ExaVault download links may require the use of Internet Explorer

Products: Audit, Financials, Review and Compilation, Time, Working Papers,
Categories: kb-1660

Updated: June 12, 2015 ExaVault download links may require the use of Internet Explorer Due to circumstances beyond CaseWare's control, you are currently required to use Internet Explorer to successfully download our software using CaseWare ExaVault link(s). We are continuing to monitor the situation and will provide updates when they are available...

Updated:
Jun 12th, 2015

Affected version(s):

Clear Browser Cache for 2015 Web Help

Products: Audit, Cloud, Connector, Financials, Review and Compilation, Time, Working Papers,

Updated: 6/2/2015 Affected CaseWare Products: All Affected CaseWare Version: 2015 The layout of the web help has changed for 2015, eliminating the use of framesets for better performance. As a result, all pages have been changed and updated with this new design. If you have visited the page before and the page displays errors, such as a 404 error,...

Updated:
Jun 02nd, 2015

Affected version(s):
2015

Updated: 10/7/2015 Affected Versions: Financials GASB 13.00 Question How do I recover my custom style sheet that has been overwritten after updating to Financials GASB 13.00 prior to September 28, 2015? Solution Open Working Papers and in the side panel select Templates. Select the template and click Edit. Open the CL – Firm financial options docu...

Updated:
Oct 07th, 2015

Affected version(s):
Financials GASB 13.00

Accounting Policy Note Headings No Longer Look the Same

Products: Financials,
Categories: kb-1703

Updated: December 1, 2015 Affected Version: Financials 13.00 Problem After updating to version 13.00 and inserting a new note, the note headings for my accounting policies don't look the same. Solution In version 13.00 of Financials, headings to accounting policies now have their own style.  This new style, ACP, will be applied when creating new...

Updated:
Dec 01st, 2015

Affected version(s):
Financials 13.00

Combined Audit International and Financials IFRS files

Products: Audit, Financials,
Categories: kb-1531

Affected Versions: Financials 11.00 and higher Audit 14.00 and higher Updated: September 30, 2014 CaseWare International's Audit and Financials IFRS templates can be combined into individual client files to provide an efficient process for completing engagement files. The two templates, however, do not contain the same mapping structure.  The Aud...

Updated:
May 02nd, 2017

Affected version(s):
Financials 11.00 and higher, Audit 14.00 and higher

Collaboration: Template Customization

Products: Audit, Financials,
Categories: kb-122

Updated: May 22, 2014. Overview The master template requires local installation to end users’ machines to support the proper function of client files. However, prior to distribution, the firm may wish to customize the template to suit the needs of the firm. Additionally, there may be multiple template authors working to customize the master templat...

Updated:
May 22nd, 2014

Affected version(s):

CaseWare Support Policy

Products: Audit, Financials, Working Papers,
Categories: kb-1482

It is CaseWare’s goal to provide clients with innovative products of the highest quality. To enable us to continue to improve our world-leading software, it is important that we only support a limited number of versions at one time; typically, the current shipping and one prior version. New features and enhancements, patch releases, hotfixes, techn...

Updated:
Nov 05th, 2018

Affected version(s):

How Can I Combine the Audit and Financials Template Into One Client File?

Products: Audit, Financials,
Categories: kb-439

Affected versions: Financials v.13 and higher, Audit v.18 and higher Updated: April 26, 2017 Question How do I combine the Audit and Financials template into one client file? Solution Documents from the Audit and Financials template can be incorporated together into client files, NOT master template files. Before combining documents from the two te...

Updated:
Apr 26th, 2017

Affected version(s):
Financials v.13 and higher, Audit v.18 and higher

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