To add a chart of accounts to the Document Manager

  1. While on the Document Manager, from the Document menu, click New.
  2. Select Automatic Document and click OK.
  3. Enter a unique document number.
  4. Enter a description for the chart of accounts.
  5. In the Document Type box, select Chart of Accounts.
  6. In the Format box, select the order for the chart of accounts.

Note: In the sample file, the chart of accounts document is in Accounting Documents folder within the Miscellaneous subfolder.

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

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Email: support@caseware.com

Phone: 416-867-9504

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