Formatting Articles
How to show/hide Watermarks
Viewed 18072 times since Mon, May 5, 2014
The Financial Statements allows the user to display a draft watermark on their accounts. This is a default setting.Procedure: Step 1: From the ribbon, select Home | in the Operations group | Print > Print Options. Step 2: In the Print Options... Read More
How to add/remove a Note Reference in the Financial Statements
Viewed 10851 times since Mon, May 26, 2014
To add/remove a note reference in the Statement of the Financial Position: 1. Using your mouse, select anywhere within the Statement of the Financial Position. 2. From the Statements to the Financial Position tab, select Options and tick Note... Read More
How to Add and Remove Subtotals
Viewed 9600 times since Thu, Jun 12, 2014
 Procedure - Insert a Subtotal:  Step 1: Click on any row within the table. Step 2: From the ribbon, select Home tab| in Tables Area | Subtotal > Add to display the dialog. It is also available from Table Tools tab | Subtotal > Add. ... Read More
How to Print/Hide Page Numbers
Viewed 9375 times since Fri, Jun 13, 2014
Print Page Numbers: From the ribbon, select Home | in the Operations group | Print > Print Options to display the Print Options dialogue. Tick the Page number in checkbox and select either Header or Footer from the picklist. Click the... Read More
Creating or Modifying a Header or Footer
Viewed 8210 times since Fri, Jun 23, 2017
Procedure: Step 1: Within CaseView Ribbon > Views tab, tick the Style Window checkbox. Step 2: A Style window would appear at the left side of your Financial Statements. This will reflect the type of headings attached to your financial... Read More
How do I Show/Hide Columns for Tables?
Viewed 8160 times since Thu, Jun 12, 2014
All tables in the FinancialIFRS have the functionality to have columns hidden if they are not required. There are two methods to turn columns on/off.   Method 1 Step 1: Right click on the column, and select "Show/hide columns".   Method 2 Step 1... Read More
How to Create and Apply Rounding Relations
Viewed 8033 times since Tue, Jun 17, 2014
Rounding relations is a tool in the Financial Reporting template. It is used to correct rounding differences in the financial statements.  Specifically, a rounding relation compares two balances in the accounts ('Cell 1' and 'Cell 2&... Read More
How to Link a Note from the Balance Sheet or Income Statement
Viewed 6949 times since Fri, Jun 13, 2014
The totals of certain notes can be linked to the Income Statement and Balance Sheet. To Link: Right click on the appropriate line item and select Link | Link From Note... to display the 'Link from Note' dialog. Scroll to the relevant... Read More
How do I Add/Remove Underlines within Tables?
Viewed 6635 times since Fri, May 2, 2014
There are two methods to insert and remove underlines within tables. Method 1: Step 1: Click on a row that requires the underline Step 2: From the ribbon, select Home| in the Format group > Row.  Step 3: Select the columns you wish to... Read More
How to sort Accounting Policies in the Financial Statements
Viewed 6595 times since Mon, May 26, 2014
In financial statements based on the Financials IFRS template, it is possible to sort the accounting policy notes as follows: Procedure: 1. Right-click on the Note title of the Accounting Policy. 2. Select Sort Notes under {Note Name} >... Read More
How to Print/Hide the Date and Time in the Footer of the IFRS Financials
Viewed 6328 times since Mon, May 5, 2014
To Enable/Disable the date & time in the footer: From the ribbon, select Home | in the Operations group | Print > Print Options.  Tick the Current date and time in footer to print the date and time in the footer. Click OK. Read More
How to Display/Hide the Currency Sign in Tables
Viewed 6267 times since Thu, Jun 12, 2014
To display and hide the currency sign within tables, follow the procedure below: Procedure: 1. From the ribbon, select Global Setup | in the Currency group > Display to open the Display dialogue.   2. To display the currency sign, tick... Read More
How to Align Tables in Financials
Viewed 5063 times since Fri, May 2, 2014
Sometimes upon reviewing the print preview, you may find tables not aligning.The Financial Statements work on the following rules with table indentation: 0.00cm – Statements 0.70cm – Notes to the Financial Statements 1.70cm – Sub notes  ... Read More
How to insert a paragraph before/after a Statement/Note table
Viewed 4793 times since Fri, May 2, 2014
To insert a paragraph before or after a table, open the Financial Statements and complete the following steps:  Right click on the table you wish to insert a paragraph before or after. Select Add paragraph before table / Add paragraph after table.... Read More
How to Format Tables in Financial Statements
Viewed 4520 times since Fri, May 2, 2014
Procedure: 1. Right click in the body of the table you wish to format 2. Choose Table Properties. i. It is also available from the ribbons via: ii. Table Tools | in the Operations group > Edit > Table to display the Table Column... Read More
How to Sort within the Directors’ Report
Viewed 3868 times since Thu, Jun 12, 2014
Sorting within the Directors' Report is possible at the 'area' level and also at the 'section' level within an 'area'. To sort at the 'area' level, open the Financial Statements and complete the following... Read More
How to modify the font size for the entire Financial Statements
Viewed 3774 times since Fri, May 2, 2014
Procedure:  How to modify the font size for the entire Financial Statements Open the Financial Statements and complete the following steps:  From the ribbon, select Home | in the Format group > Modify Styles or Format | in the Styles... Read More
How to display the Automatic Page Breaks
Viewed 3383 times since Fri, May 9, 2014
When working in the financial statements, it is possible to go to Print Preview to see where your page breaks are going to appear. However, there is a faster option to show where your automatic page breaks are in your financial statements. Please... Read More
Inserting Note References into Paragraphs
Viewed 3244 times since Tue, Jul 19, 2016
Procedure:  Step 1: Double click on the note number to be referenced in the paragraph. Step 2: Copy the Cross-reference ID, and click the Cancel button in the dialog.  Step 3: Navigate back to the paragraph where the note number is to be inserted,... Read More
How to Print/Hide Table Headings for Note Tables
Viewed 3127 times since Fri, Jun 13, 2014
By default, Note table headings are designed to print only if the table contains data.However, they can also be set to not print, or always print, regardless of table content. Procedure: 1. Open the Financial Statement and select your relevant Note... Read More
How do I reorder a Table in Ascending/Descending Order?
Viewed 2995 times since Fri, Jun 13, 2014
When you start modifying tables within the Financial Statements, you may wish to sort a table in ascending/descending order for presentation purposes. Procedure: Step 1: Select the Description column of the table you wish to reorder. Step 2: From... Read More
How to delete a Note in the Financial Statements
Viewed 2947 times since Fri, Jun 13, 2014
There are three methods to delete a note. Method 1: Right click on the note heading and select Configure > Delete Note - [heading name].  Method 2: From the ribbon, select Content Management | in the Content group | Delete > Notes to... Read More
How to drill down a single cell using the Filtered Trial Balance
Viewed 2877 times since Fri, Jun 13, 2014
Procedure: Users are able to drill down a balance in a table to the working trial balance to see what accounts make up the total. Go to a mapped row in the Financial Statements Right click on the balance and choose Drill-down for filtered trial... Read More
How can I re-size table columns within a Statement/Note table?
Viewed 2845 times since Fri, May 2, 2014
Resizing all the table columns in the Financial Statements can be a tedious task. There are three methods to assist in this: Method 1: Step 1: Select Home | in the View group > Show Ruler in the ribbon to display the ruler.  Step 2: Click... Read More
How to insert a New Note within an Existing Note within the Financial Statements
Viewed 2809 times since Fri, Jun 13, 2014
In addition to generic notes, all note formats can be inserted into an existing note within the financials.(Note: This is only applicable at the sub note level)To insert a note, open the Financial Statements and complete the following steps: Right... Read More
How to hide Rows/Columns in all Tables that contain no data
Viewed 2793 times since Fri, Jun 13, 2014
It is possible to hide rows and columns in all tables throughout the financial statements to better reflect the printed version.Open the Financial Statements and complete the following step: From the ribbon, select Home | in the View group >... Read More
How do I Sort the Parent and Consolidated Movement in Carrying Amount Tables?
Viewed 2783 times since Fri, Jun 13, 2014
Please note: This feature is not available for University template engagements. Open the Financial Statements and complete the following steps: Right click on the sub note heading and select Configure | Sort Notes Under Movements in Carrying... Read More
How to separate the Detailed Profit & Loss Statement from the Schedules area of the Financial Statements
Viewed 2762 times since Fri, Jun 13, 2014
By default, the Detailed Profit & Loss Statement is inserted into the Schedules area of the Financial Statements.  Prerequisite:  Have the detailed Profit and Loss Statement inserted into the financial statements. Please see FAQ 12 for... Read More
How to Remove Bold Formatting for all Current Year Figures
Viewed 2725 times since Fri, May 2, 2014
Procedures: Open the Financial Statements and complete the following steps:  Select Home | in the Format group > Modify styles to launch the Styles and Formatting dialogue.  From the Properties menu, select Entire Document.  Untick the Bold... Read More
How to Delete Content within the Directors’ Report
Viewed 2692 times since Thu, Jun 12, 2014
There are two methods that can be used to delete content within the directors' report.Method 1:Open the Financial Statements and complete the following steps: From the ribbon menu, select Content Management | in the Content group |... Read More
How do I Sort the Directors Names within the Directors’ Report?
Viewed 2677 times since Thu, Jun 12, 2014
Note: If your Directors Information note already consist of a Sort Directors button, use the button to sort directors positioning. Open the Financial Statements and complete the following steps: From the ribbon, select Navigate | in the... Read More
How do I adjust the space above the Independent Audit Report in the Financials?
Viewed 2652 times since Mon, May 5, 2014
The Independent Audit Report contains 5cm spacing above the heading by default. This spacing has been provided so the report can be printed with a company letterhead. To adjust the spacing, open the Financial Statements and complete the following... Read More
How to Display/Hide Earnings per Share Information within the Income Statement?
Viewed 2630 times since Thu, May 1, 2014
Procedure:  Step 1: Ensure your cursor is selected anywhere within the Statement of Profit and Loss. Step 2: A context sensitive Statement setup tab would appear in the Financials Ribbon. Step 3: Under the Statement of Profit and Loss tab,... Read More
How to create Single Footers for Each Statement
Viewed 2605 times since Fri, May 9, 2014
To create a single footer for each statement, open your FSIFRS Financial Statement document and follow these steps: From the Document tab, select Modify. In the 'Header/Footer' dialog, under the Type section, tick Footer and select... Read More
How to Insert New Row into Table
Viewed 2589 times since Fri, Jun 13, 2014
Procedure:  Step 1: Right-click on the row from which the new row/rows are to be inserted from, and select New Row. Step 2: Select or enter the number of rows to be added, and click OK. Note: To delete rows, select Delete Row from the right... Read More
Inserting New Notes into Financials
Viewed 2585 times since Fri, Jun 13, 2014
Procedure: From ribbon, select Content Management | in the Browse Note Library group > New. Tick the checkbox in the Choose column for each note that you want to insert.  Click OK. Read More
How to realign Paragraphs/Tables that are not indented Correctly
Viewed 2559 times since Fri, Jun 13, 2014
To realign paragraphs and tables throughout the financial statements, from the ribbon, select  Format tab | in the Refresh Area > Note Indents. The tool will go through the financial statements and re-align the paragraphs and tables. Read More
How to insert an External Section & Document into the Financial Statements
Viewed 2552 times since Wed, Oct 26, 2016
External documents such as Microsoft Word or PDF Documents can be inserted into your Financial Statements for added reference or for different sections in your Financial Statements. External documents can also have its own separate financial... Read More
How to Overwrite Descriptions of a line item in a table
Viewed 2541 times since Fri, May 9, 2014
By default, all descriptions are overwrite-enabled. Select a green input cell from the description column and type into the formula bar at the top to overwrite. Press OK to confirm.  A message will appear asking if you would like to update all... Read More
How do I Display Text in the Footer of Each of the Main Statements?
Viewed 2537 times since Thu, May 1, 2014
Open the Financial Statements and complete the following steps: From the ribbon select the context sensitive Statement setup tab | in the Headers and Footers group > Text. In the Text dialogue box. Enter the text you want to appear in the footer... Read More
How do I Create a Collapsible Sub-total?
Viewed 2523 times since Mon, Jul 21, 2014
Procedure: Step 1: Go to the table where you want to insert sub total Step 2: From the ribbon select Home | in the Tables group | Sub-Total > Add or select Table Tools | in the Operation group | Sub-Total > Add Step 3: The Select Rows... Read More
How to Hide/Skip Paragraphs
Viewed 2510 times since Mon, May 5, 2014
Paragraphs within notes can be selectively skipped from printing without having to delete them from the note.  To skip a paragraph within a note: right mouse click on the relevant paragraph and select ON.  Note: The content is colour coded to the... Read More
How to disable Rounding for a Column in my Financial Statements
Viewed 2501 times since Thu, Jun 12, 2014
Procedure:  Step 1: Click in the column you want to remove the rounding.  Step 2: From the ribbon, select Home | in the Tables group  > Columns, the Table Column Properties dialogue will launch.  The Table Properties can also be accessed... Read More
How to change the Alignment of Dashes in my Tables?
Viewed 2488 times since Mon, Sep 21, 2015
In the Financial Statements, if a line item has a zero balance, by default it will display as a dash in the table. The alignment of these dashes throughout the document is set to centred by default. To change its position, follow the procedure below... Read More
How to Display/Hide the Percentage Column within the Statements/Schedules
Viewed 2452 times since Fri, Jun 13, 2014
Select the appropriate statement or schedule and complete the following steps: Display:Ensure cursor is selected within the Statement/Schedule you wish to display the percentage column. From the ribbon, select the context sensitive statement setup... Read More
Quick Tip Vid - How do I sort in the Financial Statements?
Viewed 2428 times since Wed, Mar 25, 2015
This video demonstrates how to sort lines within tables, statement headings, statement areas, notes and schedules. Read More
How to hide Note Names and/or Note Numbers
Viewed 2423 times since Tue, May 27, 2014
Procedure:  If you would like to remove a note number or note name within the financial statements, it should be hidden, rather than deleted. On the relevant note heading, right-mouse click and choose the appropriate option from the '... Read More
How to insert a Budget Column into a Financial statement
Viewed 2408 times since Fri, Jun 13, 2014
Prior to commencing, please ensure the budget data for the correct period is imported and mapped. Open the Financial Statements and complete the following steps: Select the statement you wish to have the budget column with your cursor. From the... Read More
Quick Tip Vid - How do I make my note landscape?
Viewed 2403 times since Wed, Apr 1, 2015
Here is a quick vid on how to insert notes in the Financial Statements. Note: You will require a password to view this video. Please contact support on 03 9660 4688 or support@caseware.com.au. Read More
How to Hide/Skip Notes in the Financial Statements
Viewed 2398 times since Mon, May 5, 2014
The 'Skip Note' feature allows a note or sub-note to be skipped from printing without being deleted from the accounts.  Procedure: To access this feature, right-mouse click on the note or sub-note heading and select Skip Note.    Note:... Read More
How to Hide/display the Map number and Line source columns
Viewed 2394 times since Fri, Jun 13, 2014
Open the Financial Statements and complete the following step: From the ribbon select, Home | in the View group > select . The Hide map number/Line source column feature will be turned on/off. The screenshots below show a sample table... Read More
How can I Skip a Total Row if it’s only Totalling One Balance?
Viewed 2333 times since Fri, May 2, 2014
There are two methods to skip a table row. Method 1: Step 1: Click on any cell in the subtotal/total row. Step 2: From the ribbon, select Home | in the Tables group > Print Row.  Step 3: Select the option Print if more than one balance in... Read More
How to change the way zeros are displayed in the Financial Statements
Viewed 2283 times since Fri, Jun 13, 2014
Open the Financial Statements and complete the following steps: From the ribbon, select Format | in the Cell Setup group > Modify cell group > Numeric to open the Cell Groups dialog box. In the Numeric tab select one of the... Read More
How do I Print a Zero Balance Row?
Viewed 2268 times since Fri, May 2, 2014
Open the Financial Statements and complete the following steps:  Select the zero balance row(s) within the table. Right click and select Row Properties > Print options. In the Row Print Options dialog, select Print Always option. Click OK.... Read More
How to Remove Paragraph Markers in the Financial Statements
Viewed 2164 times since Fri, Jun 13, 2014
Open the Financial Statements and complete the following steps: From the 'CaseView' menu select View | Preferences to display the 'Display Preferences' dialog box. Within 'Paragraphs' untick the Display Markers... Read More
How do I remove Table Heading Borders?
Viewed 2144 times since Fri, May 2, 2014
Procedure: Step 1: Click within the relevant table with the table headings borders you wish to remove.  Step 2: From the Financial ribbon, select Home| in the Format group > Header. Step 3: Click the Deselect All button, and then click OK. Read More
How to save Format Settings applied to a Financial Statement Table
Viewed 2087 times since Fri, Jun 13, 2014
To ensure that any of the following type of formatting/settings applied to a row are retained: input linkages; decimals; alignment; and numeric values Procedure: From the ribbon, select Table Tools | the Row Properties group > Attributes... Read More
How to Display Note Numbers in the Description column
Viewed 2067 times since Fri, Jun 13, 2014
Open the Financial Statements and complete the following steps: To display in Description column : From the ribbon, select Global setup | in the Tables group > Note number in description column in the drop-down.   To display in Separate... Read More
How to add a new customised area to the Financial Statements
Viewed 2062 times since Thu, Jun 12, 2014
If all existing areas within the Financial Statements are not suitable, then a new User Defined area can be created and customised to suit reporting needs.To add a new area, open the Financial Statements and complete the following steps: From the... Read More
How to Prevent Columns for a Specific Row from printing?
Viewed 2038 times since Fri, Jun 13, 2014
To prevent data for specific columns within a row from printing, open the Financial Statements and complete the following steps: Click on the specific row within the table From the ribbon select Table Tools | in the Row Properties group >... Read More
How to Underline Numeric Columns in all tables
Viewed 1998 times since Fri, Jun 13, 2014
Open the Financial Statements and complete the following steps: From the ribbon select Global Setup | in the Tables group > Underline settings drop-down. From the drop-down, ensure Underline all columns is Unticked. Read More
How do I remove gridlines from a table?
Viewed 1903 times since Fri, Jun 13, 2014
Gridlines are available to assist in the resizing of table columns. To toggle the gridlines on and off, do the following: From the View tab, select Preferences to display the 'Display Preferences' dialog. Within the 'Tables'... Read More
How do I enable Notes to the Financial Statements carry forward?
Viewed 1897 times since Mon, Feb 6, 2017
Click anywhere within the Notes area of the financial statements. From the ribbon, select the Notes to the Financial Statements tab. Click the Enable carryforward checkbox From the dropdown box select the appropriate option.   Note This will... Read More
Creating and Attaching a Landscape Footer
Viewed 1869 times since Wed, Oct 26, 2016
Landscape Note To make your note landscape, click here to view FAQ 480. Procedure: Creating a Footer Step 1: From the CaseView ribbon Document tab, select Modify > Footer 1 from the Headers/Footers area. Step 2: Highlight and copy (Ctrl... Read More
How do I reference Statement/Note table values in paragraph cells?
Viewed 1867 times since Tue, Jul 19, 2016
1. From the Financials ribbon, select the Home tab and click the Show Cell Numbers in Tooltips button.    2. Navigate to the table and cell you wish to reference in the cell, and hover over the cell until the tool tip containing the table and... Read More
How do I add a note reference on a subtotal row?
Viewed 1795 times since Thu, Sep 24, 2015
In the Financial Statements, subtotal rows do not have note references by default. However you can add a note reference to subtotal rows by following these steps: Right click on the subtotal row and select Row Properties | Attributes In the '... Read More
How to modify the Formatting of the Note Numbers?
Viewed 1537 times since Tue, May 30, 2017
Procedure: 1. Click anywhere within the Notes to the financial statements. 2. Select the Note Tools tab. 3. Click the Modify Headings button. 4. Within the Heading display options dialog, select the required format options for all note levels... Read More
How do I make Global Formatting changes to Financial Statements?
Viewed 1426 times since Fri, Jun 9, 2017
Procedure: Step 1: Within the CaseView ribbon, select Style Window.  Step 2: This will bring up a column illustrating all the type of styles attached to your financial statements.  Step 3: To change the style of all "Nt Text Level1"... Read More
How to insert customised font styles into CaseWare
Viewed 1379 times since Tue, Oct 24, 2017
The existing fonts style in CaseWare are the similar fonts styles in the Font Windows installed already on your computer. If you would like to use your customised fonts that are not readily available in CaseWare, you would need to install your... Read More
Remove Duplicated Note Headings
Viewed 1364 times since Wed, May 31, 2017
If your financial statement headings are being duplicated automatically like shown below, please follow the steps below. Procedure:  Before following the instructions below, it is recommended to make a backup of your engagement file. This is an... Read More
How do I insert a Table of Content for Notes?
Viewed 1361 times since Mon, Jun 5, 2017
Procedure:  1. In the financial statements, click anywhere in the Table of Contents.  2. A Table of Contents tab will appear in the Financials Ribbon. 3. From the Table of Contents tab, select Setup. 4. From the Note TOC Setup dialog make the... Read More
How to add Decimals into Financial Balances?
Viewed 1350 times since Thu, Jul 27, 2017
In order to allow decimals to be displayed in the financial statement balances, the table column settings need to be changed.  Procedure: Step 1: Right click on the relevant table and select Table Properties. Step 2: Select Column Options, and... Read More
How do I use the Linkage Feature in a DIY Table?
Viewed 1304 times since Tue, May 30, 2017
To utilise the linkage feature in a DIY table:From 1. From the row type drop down, select Linkage. 2. Right click on the table and select Edit do-it-yourself table. 3. Double click on the cell that is required to have a linked formula assigned. 4.... Read More
How do I restore Default Formatting to my Financial Statements?
Viewed 1224 times since Thu, Nov 2, 2017
If your Financial Statements over time has been subject to heavy customisation, you can revert the formatting of your Financial Statements back to its default presentation. Follow the guide below. Procedure: 1. From the Financial Ribbons, select... Read More
Merge Do-It-Yourself Table Headings
Viewed 1168 times since Tue, Jul 11, 2017
To merge DIY table headings such as the one shown above, follow the steps below. 1. After inserting your DIY table, right-click in it and select Edit Do-It-Yourself Table. This will switch on the Editing mode, and various cell numbers would... Read More