Can Leadsheets compare to the preceding period in a Half-yearly file?

This FAQ illustrates the process of setting up Leadsheets, to compare the Current and preceding periods, in a Half-yearly file.

Note: For the half-yearly component to work in CaseWare, it requires the data has been imported correctly into the appropriate databases.

Follow the instruction below to setup the Leadsheets:

  1. Select the appropriate Leadsheet from the document manager.
  2. From the menus, select Document | Properties. The Document Properties will now open the selected document.
  3. Change Balances to Active/Comparative. This Balance source box will appear.
  4. Select the comparative component of choice.
  5. Click OK to save the Balance Source.
  6. Click OK to close the Document Properties.
  7. Open the Leadsheet.
Attached Files
There are no attachments for this article.
Related Articles
How to embed linked documents into the client directory?
Viewed 2145 times since Wed, Jun 18, 2014
How to Display/Hide Zero Balances within Trial Balance, Leadsheets and Review Documents
Viewed 26257 times since Wed, Jun 18, 2014
How to Export and Merge Documents into a PDF Document
Viewed 3949 times since Fri, Jun 20, 2014
How to Add a Reference to a Procedure within an Audit Program
Viewed 4780 times since Tue, Jun 17, 2014
How to use the Copy Components Feature
Viewed 10344 times since Thu, Jun 19, 2014