Creating a copy of a DIY table

Copying DIY tables within a set of financials

With the update to Financials 17 a new feature has been added which allows users to copy and paste their DIY tables within the financial statements.
This new feature will enable you to create a copy of a DIY table that you have created and subsequently insert that table into a different area in the financials.

In the financial statements, navigate to the DIY table that you want to copy. A good way to tell if a table is a DIY table is by right-clicking on the table and checking if the top of the menu mentions DIY.

After finding the DIY table, right-click on the table and select the option to Copy do-it-yourself table.


Navigate to the area in the financials where you want to add a copy of the table and right-click | Paste do-it-yourself table.

    • Related Articles

    • Managing Note Content within Cloud Financials

      Note content display within Cloud Financials The main note disclosures are grouped into the following categories: Balance Sheet Income Statement Other Notes that are linked to the two main statements, are set to only display if accounts are mapped to ...
    • How to add or remove a Note Reference in the Financial Statements

      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 ...
    • Cloud Financials questions

      Here are some questions that we have received in our launch webinar. General Questions What content is available in Cloud Financials? Currently, Cloud Financials supports the new AASB 1060, General Purpose and SDS content for: Companies - for profit ...
    • How to prepare an 18 Month period Financial Statement

      Prior year: 12 months ending 30 June XXXX Current year: 18 months ending 31 December XXXX  If there is a change in the entity's reporting date like shown above, there are three primary areas to set:  a. CaseWare file Setup b. Leadsheets / Automatic ...
    • What's New in Cloud Financials

      Release Notes - March 2022 Welcome to CaseWare Cloud Financials March 2022 release, content version 2.1138. Any changes of the template will only be applicable for new engagements created after the release date of 17 March 2022. Summary of the ...