Entity Management

The Financials template is populated with several different entity types including, but not limited to, public companies, private limited companies, and partnerships. Content in the libraries can be tagged to automatically generate when end users select an entity type for the client file. Template authors can choose to include all entity types or selected entity types only.

Tagging the content with an entity type also serves as a filter in the financial statements so that end users are not overwhelmed with content options. By default, the base content authored by Caseware International is not tagged.