File

Sets access rights for items on the File menu. Select those options you want users to be able to access (images\checkmar_shg.gif).

Commands

Company profile

Permits or restricts access to and modification of the company profile and firm default information.

Importing

If selected, the user can import client lists, accounts receivable opening balances, WIP opening balances and all other available components into the current file.

Export

If selected, the user can export data from Time to an ASCII file or the general ledger in Working Papers Total Engagement Office.

Year end close

If selected, the user can perform a year end close on the data file.

History manager

If selected, the user can save files to and access them from the Time History Manager.

Convert Currency

If selected, the user can convert amounts in the file to another currency.

Print batch

If selected, the user can print a batch of documents on the Document Manager.

Client batch email/print

If selected, the user can email or print a batch of documents for selected clients on the Document Manager.

Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.

Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:

  1. Your Client Number.
  2. The product version number, found by clicking the Help menu and selecting About.
  3. The type of computer hardware you are using.
  4. The software version number of MS-Windows.
  5. The exact wording of any messages that appear on your screen.
  6. A description of what happened and what you were doing when the problem occurred.
  7. A description of how you tried to solve the problem.

CaseWare Support

NORTH AMERICA

Email: support@caseware.com

Phone: 416-867-9504

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