How do I Edit or Delete Issues in the Financial Statements?

How do I Edit or Delete Issues in the Financial Statements?

To edit an issue, follow these steps:
  1. Click on the flag to view the details of the issue created.

  2. Click on the pen button.



  3. The issue dialog will display detailing the issue.



  4. Edit the issue as required, and click OK.


To delete an issue, follow these steps:
  1. Click on the flag to view the details of the issue created.

  2. Click on the bin button.



  3. In the ‘Confirm Deletion’ dialog, click Continue.



  4. The issue will be deleted from the ‘Issues’ tab.


    • Related Articles

    • How do I Edit or Delete a Watermark in the Financial Statements?

      By default, the watermark feature is turned on in the Cloud Financials template with the wording ‘Draft’. To configure the watermark settings in an engagement file, complete the following steps: Click the Document Settings button, and select Document ...
    • How do I Add Issues to the Financial Statements?

      Issues can be assigned at all levels throughout the financial statements, from a main statement all the way through to a note text section. The flag button represents an issue. To add an issue, complete the following steps: Click the flag button next ...
    • Cloud Financials Process Map

      The Cloud Financials process map attached below provides Caseware Cloud Financials users with an efficient and effective step-by-step approach to generating a set of financial statements. To go alongside the process map, we have a series of FAQs to ...
    • How do I Adjust the Print Settings for my Financial Statements?

      The financial statements have both global print settings and print settings for each statement area. To adjust the global print settings, complete the following steps: Click the Document Settings button and select Document Print Settings. The ‘Print ...
    • How do I Sort Content Within the Financial Statements?

      The Document Map provides the ability to navigate around the financial statements, however, it is also used to sort both statement areas and notes to the financial statements. To sort content within the financial statements, complete the following ...