Welcome to CaseWare Financials Help

How can we help you?

Getting Started

CaseWare Financials is designed to assist users in meeting industry, regulatory, and financial statement presentation and disclosure standards while enabling you to customize the financial statements to meet the needs of specific entities. Presentation styles and formats are separate from content and can be set globally to ensure that each individual financial statement incorporates your organization's standards.

To get started,

What's New

The latest version of Financials is 15.00. For more information, see What's New in Financials 15.00.

Firm Author Topics

Initial Template Customization

If you are the firm author who is responsible for creating the firm template(s) for your engagement, the topics in this section will help you get started working with Financials.

Organization Standards

In Financials, you can set the organization standards for the financial statements from within the CL - organization standards document.


As part of defining the standards for the client financial statements; there are options to help brand the financial statements for your organization. Template authors can manage the look and feel of the financial statements so that a consistent deliverable is provided across financial statements. Performing these tasks at the template level not only provides consistent deliverables, but reduces the amount of work that needs to be done in the client financial statements.

Content Creation and Editing

The topics in this section provide information about creating and editing the content that is contained in Financials.

Financial Statements and Worksheets

The financial statements document included with the template allows you to define and preview what the engagement team will work with when they create their engagement file.

Repackaging and Distribution

If any customizations have been made to the master Financials template, the Repackage function must be run and the resulting template package (.cwp) file must be distributed to your Users and installed on their workstations.

User Topics

Using Financials

If you are a user creating financial statements, the topics in this section will help you get started working with Financials.

First Time Setup

When you first start using Financials for a client, you will need to set up the client file to customize it for the client and the engagement.

Add, Remove, Update Content

Add and remove content, and control interactions with the content management system in the template.

Customize the Look and Feel

Customize the styles, formats, notes, and tables used within the financial statements.

Supporting Worksheets

Configure these documents to set up many of the values that will flow through the financial statements.


Work with multiple financial statements at once and manage knowledge sources.

Management Reporting

The Monthly Management Reporting feature will assist corporations and organizations to generate monthly management reports to stakeholders about the performance of the organization.

Contact Us

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


Email: support@caseware.com

Phone: 416-867-9504


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