Creating multiple financial statements

If necessary, you can create multiple financial statements to meet your reporting requirements.


Any copy of the financial statements that you create will use the options that you have specified for the original financial statements.


  1. In Working Papers, click the Copy Statements button. This button is located on the Template Toolbar. If this toolbar is not visible, from the View menu, select Toolbars and Template Toolbar to display it.
  2. In the Create Financial Statements dialog, select the Financial Reports radio button. This will copy the original set of financial statements. (If you have created a copy of the financial statements, and want to make a copy of this copy, select its radio button instead.)

  3. Click OK and a dialog will appear indicating that statements are being copied. Click Cancel if you'd like to cancel the copying process.


The new copy of the financial statements is created.

Note: In the CaseView Document Properties dialog, you can specify the reporting period for your copy of the financial statements or change the specific entity in a consolidated file.