Creating a new client file based on Financials
In CaseWare® Working Papers, select File and New, then select Create a new file. Click OK.
Type a name for your client file and select the Financials file as the base file. All components of the Financials template are copied automatically to your new client file.
After the copying is completed, the Engagement Properties dialog is displayed. Select the beginning and ending dates for your client's fiscal year. Click OK.