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Setting global defaults for Time documents

Please be aware that any editing done from the Company Profile 4 Documents tab is a global change to the all documents generated by Time.

  1. On the File menu, click Company Profile
  2. Click the Documents tab.
  3. Select the number of staff roles (0 to 4) that will be working with this file and the type of work carried out by each role.
  4. Enter page layout options for printouts of automatic type documents.
  5. Under Wording of Text, specify how you would like each of the terms listed to appear on all of your CaseView and automatic documents, e.g., abbreviations, all capital letters.
  6. Specify options for printing client reports.
  7. Specify options for printing staff information.
  8. In the Tax Information section, set defaults for how primary tax is presented on invoices.
  9. Enter any user-defined information to appear on the bottom of invoices, statement or credit notes. This information can also be linked to alphanumeric cells in CaseView documents.

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.

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Email: support@caseware.com

Phone: 416-867-9504

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