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Creating and Opening Files

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  • Working Papers offers a client files interface that provides seamless access to client files and client data on your computer or company server.

  • When you open existing files and templates from prior versions of Working Papers for the first time they will be converted to your current version of Working Papers. Once converted, the files are no longer accessible from earlier versions of Working Papers.

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  • The New File From Client Data Wizard enables you to create a new client file from a client data file, an existing file, or a file from other accounting packages.

  • A detailed showing of the first screen you see once you start-u up CaseWare Working Papers.

  • The import feature is the fastest method to transfer your client’s data into the Working Papers file. Working Papers allows you to import general ledger detail or trial balance information from a variety of popular accounting software packages.