Optimiser 3: Directors' Report Overview

Optimiser 3: Directors' Report Overview

The Directors’ report optimiser provides automation to specific disclosures within the Directors’ report, where alternate wording is required.

To display the Directors’ report optimiser, complete the following:
  1. Open the Entity and reporting information optimiser.
  2. From the ‘Statement area selection’ dropdown list, scroll down and tick the checkbox next to Directors’ Report.

To use the Directors’ report optimiser, follow these steps:
  1. Click the Directors’ report optimiser in the optimisers section of your Documents screen.
  2. Each question in the optimiser has a default response assigned. Note: The two response options are: ‘Yes’ or ‘No’.

  3. Each question in the optimiser is linked to a specific disclosure in the Directors’ report. For example: Principal activities Note: There is no ability to navigate directly from the optimiser question to the disclosure in the Directors’ report.
  4. To change a default response to an optimiser question:

    1. Unclick the default button selection

    2. Click the preferred button response. Note: A signoff with the initials of the person making the selection will appear to the right of the button.

    3. Open the financial statements and navigate to the Directors’ report to view the selection change.

  5. Repeat Steps 4a - 4c for remaining questions.

    • Related Articles

    • 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 ...
    • 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 ...
    • What's New in Cloud Financials - Release Notes

      April 2024 Welcome to Caseware Cloud Financials April 2024 release, June 2024 content version 2.1547 (June 2023 content version 2.1353). Any changes to the templates will only be applicable for new engagements created after the release date of 18 ...
    • 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 ...
    • Optimiser 1: Entity and Reporting Information Overview

      The Entity and reporting information optimiser captures the entity settings and provides the reporting settings which are used to configure the financial statements being prepared. To use the Entity and reporting information optimiser, complete the ...