How do I export Data from a Leadsheet into a Microsoft Excel file?
Within CaseWare Working Papers,
Automatic Documents such as leadsheets are able to be exported into a Microsoft
Right click on the appropriate automatic document.
From the 'Right-click' menus, select Save as > Excel
File. The 'Save As' dialog will appear.
Browse to the relevant location.
Click the Save button.
Can CaseWare documents be exported to Microsoft Word & Excel
CaseWare Working Papers allows users to export CaseWare type documents to Microsoft products. Automatic Documents can be exported to Microsoft Excel. CaseView Documents can be exported to Microsoft Word. Automatic Documents To export automatic ...
Can I export my RRPT Risk Report to Microsoft Excel?
Unfortunately the RRPT Risk Report cannot be exported to Microsoft Excel. However, you can export any CaseView document to Microsoft Word. Follow the steps below to achieve this: 1. From the File tab, select Export > Rich Text Format. 2. In the ...
How can I use Microsoft Excel to tidy my ASCII Text files
A direct import from the client's accounting package into CaseWare is not always possible. Therefore, it may be necessary to import the trial balance using the ASCII text file method. It should always be possible to export your client’s trial balance ...
How to Export CaseWare Documents to a PDF or Excel Document
There are three methods available for the user to export documents to a non-CaseWare user for review. - Save as PDF File; - Save as Web Pages; or - Save as Excel File. Save as PDF File The Save as PDF File feature converts a copy of the entire ...
How to Export and Merge Documents into a PDF Document?
When performing interim or planning procedures in a CaseWare engagement file, users have the option to import a trial balance for that interim period (i.e. less that 12 months of data). Therefore all leadsheets, trial balance and analytical review ...