Updating Financials

Updating Financials involves using a patch to move the template up from one version to another. This process is slightly different depending on whether you are updating a template or updating a client files based on a template. One user in the firm (firm author) updates the firm's master template and then repackages the master template for distribution to users. Users then update their templates with this repackaged file. Client files are updated when they are accessed.

The latest update is available to all clients currently using version 15.00 or later. It requires Caseware Working Papers 2018.00.111 or later.

• Template Updates
• Updating the master template
• Updating client files
• Upgrading from an older version of Financials
• Troubleshooting Updates