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File Preparation

Working Papers offers several features to import, export, and copy data from your existing client files into Working Papers.

  • Engagement Properties dialog provides information about a client that is pertinent to the functioning of the working paper file.

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

  • The Copy Components Wizard allows you to copy components from a source file to a destination file.

  • The CaseWare Working Papers import feature allows you to import your client's data into Working Papers from other accounting and working paper software, from an existing Working Papers client file, and from external files in any of the supported formats.