• Overview
• Verifying the year end date in the Company Profile
• Verify that the WIP opening balance agrees to last year's closing
• Verifying that the receivable balances match
• Verifying that the staff standard and work code rates have been increased

Verifying that the staff standard and work code rates have been increased

1. Open this year's file.
2. While on the Document Manager, scroll down to find the CaseWare Time documents folder.
3. Open the folder and double-click Staff, Work Code Rates Monitor to view the document.
4. On the File menu, click Print.
5. Open last year's file.
6. Repeat steps 2 and 3 to find the Staff, Work Code Rates Monitor report for last year.
7. Double-click to view the document.
8. On the File menu, click Print.
9. Compare the work code rates for each staff member, verifying that the rates have been increased.