Checklist with Y/N & checkmark (JZPCA)

See Common Working Paper Features for information on features not specific to this working paper.

Number Name Description

Sort Procedures

Sort the procedure sections. There can be up to 30 sections.

Page Size

Select between letter or legal size paper.

Roll forward options

Set whether a column retains or clears its data on CaseView rollforward.

Additional Resource Centre Options *Not shown

The Resource centre module version of the working paper has additional options.

  • Display/Hide the Summary of Balances section - Two year variance analysis and One to five year comparison can be shown/hidden individually.

  • Options to retain or clear data on rollforward in:

    • Summary of balances

    • Columns in the procedure tables

  • Number of procedure sections available (1-30)

  • Display/Hide/Print Instructions section before the first procedure section

  • Set the conclusion paragraph to skip or print

  • Include a sign off area at the bottom checklist

Summary of balance(s)

The summary of balances(s) is off by default. It needs to be activated in the Resource Centre options area. (See above)

Summary of balance(s) column settings

Toggle Change $ and Change % on/off on the two year variance table. Set the 5 year comparison to between 1-5 year columns.

Section

Click on the folder to turn a section on/off.

Y/N

Double-click to toggle between Y,N, and N/A.

W/P ref.

Click on the dropdown to select on documents available in the Caseware document manager. Double-click on the cell to open the document shown in the cell.

Hide columns to right of the description

Right-click on the express menu to access this option. This option hides all the columns to the right of the description column. This is useful for creating heading lines.