• Working with Client Files
  • Adding to an existing Working Papers client file
  • Creating a new client file from existing client data
  • Creating a new client file based on Financials
  • Using Financials and Audit in a Client File

Creating a new client file based on Financials

1. In CaseWare® Working Papers, select File and New, then select Create a new file. Click OK.

2. 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.

3. 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.

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