Create Multiple Sets of Financial Statements in One Engagement File

Create Multiple Sets of Financial Statements in One Engagement File

Multiple sets of financial statements can be created within the one CaseWare engagement file. 

The advantages are: 

- Having a set of financial statements for different entries that have been set up in the consolidation dialog.

- Having set of financial statements for different reporting dates (e.g. yearly and half-yearly)

Procedure: 

1. Click + Copy Statements button on the CaseWare toolbar. 


2. Click OK. 


3. The new set of financial statements is added below the last folder in the document manager.