• What's New - Financials 17.00
• Known issues
• Caseware Master Product & Services Agreement
• Videos

Videos

CaseWare provides you with an abundance of additional resources to support you and enhance your user experience. View any of the videos below to see demonstrations of common procedures in CaseWare® Financials. Remember to check this page frequently because the videos below are being updated! Check out all of our videos on our YouTube channel, CaseWareVids.

Note: Unless specified in the heading, the QuickVids in this list are applicable to all Financials products (IFRS, GAAP, GASB).

Getting Started

• Installing Financials
• Navigating the Firm Interface
• Navigating the User Interface
• Creating Client Files
• Updating Client Files

Template Authors

Standards

• Rounding to 1's, 1000's, 1 000 000's
• Advanced Table Indentation Strategy
• Rounding relations

Content Authoring

• Knowledge Libraries - Overview
• Creating Alternative Formats for Statements
• Balance Check for Financial Statements
• Do-It-Yourself Tables
• Inserting an Unreconciled Difference Row
• Keep Properties of Row
• Creating Alternative Formats for Notes
• Content Management for Notes
• Understanding the KLI
• Relationship between note headings and the KLI
• Understanding note alignment and styles
• Ordering Notes in the KLI

Users

Working in the Financial Statements

• Selecting the Financial Statement Areas Required
• Populating Data
• Subtotals
• Sorting
• Drill Down to Trial Balance
• Mapping and Style Purge

Formatting

• Borders and Underlines
• Working with Styles
• Note Number Headings
• Note Number References
• Referencing Schedules

Other

• Statement of Cash Flows Worksheet
• Quarterly Reporting
• Multiple Financial Statements

CaseWare Zone Videos

• Automating Statements
• Defining Default Content
• Inserting Columns into Income Statements
• Resource Center

This online help system applies to all Financials products. Not all features are available in all products.