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 steps:
Using the Document Map vertical scroll bar, navigate to the statement area / note that needs to be sorted.
Within the Document Map, to the right of the statement area / note name, click the vertical sort button, hold and drag up or down to the required position.
Unclick the vertical sort button.
Note: The Table of contents is automatically updated when statement areas are sorted.
Note numbers are automatically updated when notes are sorted.
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 ...
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 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 ...
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 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 ...