• Explore
    • What's new - Working Papers 2023
    • What's new - Connector 2023
    • Known issues
    • Caseware Master Product & Services Agreement
    • Frequently asked questions (FAQs)
    • Guides
    • Knowledge Base
    • Videos
  • Setup
    • Installation
      • System requirements
      • Anti-virus exceptions
      • Firewall settings
      • Registry settings
      • Working Papers: Getting started guide
      • Install Working Papers
      • Perform a silent installation
      • Set up Working Papers in a Citrix or terminal server environment
    • Interface
      • Ribbon
      • Docking frames
      • Find and replace
      • Keyboard shortcuts
      • Multiple languages
      • Protocols and jump codes
      • Spelling and dictionaries
      • Views and toolbars
      • Options
      • Customize the interface
      • Customize the Quick Access Toolbar
      • Customize columns
      • Customize fonts
      • Customize tables
    • Licenses and registration
      • About licensing
      • Network licenses
      • Standalone licenses
      • Time tampering
      • Electronic licensing guide
      • Network licensing guide
      • Renew a license
      • Revoke a license
    • Caseware Cloud
    • Caseware IDEA
      • Integrate Working Papers with SmartAnalyzer
      • Launch IDEA from Working Papers
    • Caseware SmartSync
      • About SmartSync
      • About SmartSync on Citrix and terminal servers
      • About SmartSync Server
      • Differences between SmartSync and non-SmartSync
      • Peer-to-peer synchronization
      • SmartSync extension index
      • Sync Log
      • Synchronization properties
      • Test SmartSync connectivity
      • Troubleshooting SmartSync
      • SmartSync: Getting started guide
      • Specify the default synchronization behavior
      • Create a sync copy
      • Manage sync copies
      • Manage the parent file
      • Lock documents for exclusive use
      • Repair a SmartSync file
      • Resolve synchronization conflicts
      • Work offline
    • Data Store Administration Tool
      • About the Data Store Administration Tool
      • Active Directory import filters
      • Data store maintenance
      • Security IDs
      • Data store settings
      • Data Store Administration Tool: Getting started guide
      • Install the Data Store Administration Tool
      • Connect to a data store
      • Create a data store
      • Create connection files
      • Export users and groups to Cloud
      • Integrate with Active Directory
      • Migrate a data store
    • Protection
      • About user identification
      • About global users and groups
      • Administrator options
      • Enable Cloud security
      • Enable protection
      • Manage users
      • Manage groups
      • Manage global users and groups
  • Engagements
    • Automatic documents
      • Automatic document formats and settings
      • Automatic document types
      • dBase filter
      • Financial ratios
      • Ratio classes
      • Define structures
      • Display graphs
      • Display materiality
    • Document Manager
      • Document Manager columns
      • Filters
      • Automatic document properties
      • CaseView properties
      • Folder properties
      • Manual, link, placeholder, Word and Excel properties
      • Add documents
      • Add images and PDFs
      • Add PPC content
      • Create a Document Library
      • Renumber documents
      • Scan documents as images or PDFs
      • Tag documents
      • Use the internal image viewer
    • Print and save
      • Advanced PDF options
      • Print file content
      • Save as Excel
      • Save as PDF
      • Save as a web page
      • Send as an email attachment
    • Create files
      • Cloud-based file storage
      • Engagement Properties
      • File conversion
      • File extension index
      • Create a new file
      • Create a file and import data
      • Copy Components
      • Open a file
      • Compress a file
      • Rename a file
    • Imports
      • Comparison report
      • Imports and Pervasive SQL
      • Imports and SQL Server
      • Software import index
      • Create a database backup file
      • Import from accounting software
      • Import from ASCII or Excel
      • Import from Caseware Working Papers
      • Import from Engagement CS
      • Import from ProSystem fx Engagement
      • Import from QuickBooks
      • Import from Sage 50 Accounting
      • Import from Working Paper Software
      • Import from XML
    • XBRL
      • About XBRL
      • Create a taxonomy repository
      • Assign taxonomy elements to map numbers
      • Import XBRL instance documents
    • Annotation
      • About annotation
      • Add a reference
      • Add document commentary
      • Annotate accounts
      • Annotate documents
      • Annotate images or PDFs
      • Create tickmarks
    • Issues
      • Issues pane
      • Customize issue types
      • Customize issue views
      • Report an issue
      • Resolve an issue
    • Roles
      • About roles
      • Add a role
      • Add a role set
      • Assign a role set to a document
      • Define role dependencies
      • Reverse a sign off
      • Sign off a document
    • Accounts and balances
      • Account / line properties
      • Account worksheet
      • Cash Flow worksheet
      • Foreign Exchange worksheet
      • Groupings worksheet
      • Performance Measures worksheet
      • Report settings
      • Report worksheet
      • Create a Control account
      • Create a Performance Measures account
      • Create a Prime Posting account
      • Create a Statement of Cash Flow account
      • Create custom balances
      • Enter balances
      • Enter foreign exchange rates
      • Renumber accounts
      • Split-up accounts
    • Journal entries
      • Adjusting Entry worksheet
      • Other Entries worksheet
      • Add an adjusting entry type
      • Create a new journal
      • Create a new tax code
      • Post an adjusting entry
      • Post a calculated adjusting entry
      • Post a transaction
      • Record other basis adjustments
      • Renumber adjusting entries
    • Mapping and grouping
      • About mapping
      • Group number properties
      • Groupings database
      • Map number properties
      • Mapping database
      • Mapping / Grouping Balances worksheet
      • Assign accounts to map and group numbers
      • Create group numbers
      • Create map numbers
      • Purge map numbers
      • Set up flips
      • Tag map and group numbers
  • Practice
    • Caseware Connector
      • Connector interface
      • Connector options
      • Registry settings
      • Rounding options
      • Connector: Getting started guide
      • Install Connector
      • Connect to Working Papers
      • Convert DDE to UDF
      • Convert third-party links
      • DDE functions
      • Function arguments
      • UDF functions
      • Link paths
      • Select a linkage protocol
      • Create a linkage
      • Recalculate linkages
      • Unlink Connector linkages
      • Link CaseView data to Word or Excel
      • Drill down
      • Document references
      • Page and note number references
      • Tickmark references
      • Common issues in Excel
      • Common issues in Word
      • Error messages
      • Fix broken links
      • Protected documents
      • Re-enable Connector
    • Backup and repair
      • Database files
      • Diagnostic reports
      • Diagnostic formats
      • Registry repair for upgraded operating systems
      • Back up a file
      • Perform a cleanup
      • Perform Maintenance
      • Repair a file
    • Caseware Tracker
      • Tracker interface
      • Manage files
      • Manage SmartSync Servers
      • Manage views
    • Access
      • About check in / out
      • About sign in / out
      • Check out documents and entries
      • Check in documents and entries
      • Sign out a file
      • Sign in a file
      • Undo a check out
      • Undo a sign out
    • Consolidation
      • About consolidation
      • Consolidations in SmartSync
      • Divisions and subdivisions
      • Add an entity
      • Assign accounts to entities
      • Customize automatic documents
      • Eliminate entries
      • Import accounting records
      • Perform a consolidation
    • History and milestones
      • About history and milestones
      • Compare milestones
      • Configure file history
      • Generate milestones
    • Lock down
      • About lock down
      • Lock down passwords
      • Monitor lock down status
      • Lock down a file
      • Add documents after lock down
      • Create a reviewer copy
      • Unlock a locked down file
    • Year end close
      • Year end close options
      • Retained earnings account distribution
      • Perform a year end close
      • Select items to roll forward
    • Tax - Canada
      • GIFI flip codes
      • Assign GIFI codes
      • Export to GIFI
      • Export to ProFile
      • Export to TaxPrep
    • Tax - USA
      • Assign M3 codes
      • Export to CCH ProSystem fx Tax
      • Export to GoSystem Tax
      • Export to Lacerte Tax
      • Export to ProSeries (TurboTax)
      • Export to UltraTax CS
    • Tax codes and exports
      • Tax worksheet
      • Assign tax export codes
      • Export adjusting entries
      • Export to AlphaTax
      • Export to BankLink
      • Export to Batch PDF
      • Export to Caseware IDEA
      • Specify tax information
    • Templates
      • About templates
      • Template updates
      • Template versions
      • Customize the Template toolbar
      • Install a template package
      • Manage templates
      • Package template files
  • Related Help
    • Audit
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  • All Files
  • Explore
    • What's new - Working Papers 2023
    • What's new - Connector 2023
    • Known issues
    • Caseware Master Product & Services Agreement
    • Frequently asked questions (FAQs)
    • Guides
    • Knowledge Base
    • Videos
  • Setup
  • Engagements
  • Practice
You are here: Explore

Explore

Find out what's new in our latest release, or explore other resources to help you get started.

Releases

  • What's new - Working Papers 2023
  • What's new - Connector 2023
  • Known issues

Resources

  • Caseware Master Product & Services Agreement
  • Frequently asked questions (FAQs)
  • Guides
  • Videos

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