How to Export the Financial Statements into Microsoft Word

How to Export the Financial Statements into Microsoft Word

To export Financial Statements to Microsoft Word, follow the procedure below:

1. Open your Financial Statements.

2. From the File tab, select Export > Rich Text Format.

3. In the File Name enter the name of the RTF file.

4. Click Save. 

    • Related Articles

    • 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 ...
    • 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 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 ...
    • 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 ...
    • 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 ...