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.
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.