How to total a Account Balances in a leadsheet or other automatic documents?

CaseWare allows users to calculate the totals of a number of selected rows in an Automatic Document.

Procedure: 

Step 1: Open any Automatic Document (with account information) in your engagement file. 

Step 2: Hold CTRL on your keyboard and use your mouse to select the required rows. 

Step 3: Hover the cursor over any of the selected rows and a sub-total will be displayed in a tooltip. 

 

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