During your CaseWare file engagement update process, you would come across the need to update your Functionality and/or Content of your file.
What is the difference between the Functionality and the Content Update?
What is a Functionality Update?
The functionality update enables the engagement file to function properly with the installed templates. This MUSTbe updated for your engagement file to be working effectively.
What is a Content Update?
The content update loads the latest accounting standards, disclosures and new programs relevant in assisting you in your engagement. This is NOT A MANDATORY update and can be applied anytime applicable. (Note: The content update is normally performed when engagement files have been rolled forward.
Select the Existing Settings from the drop down box and select the appropriate setting that is applicable.
- Australia Audit Profile: Choose Functionality and Content (Australia).scp
- New Zealand Audit Profile: Choose Functionality and Content (New Zealand).scp
- Other Profiles: Choose Functionality only.scp
FinancialsIFRS content update
For University IFRS content updating - Check this article New and Updated Content New and updated content does not get automatically added/updated in your engagement file. It is up to the user to decide which sections, if any, they would like to ...
University FinancialsIFRS Content Update
New and Updated Content New and updated content does not get automatically added/updated in your engagement file. It is up to the user to decide which sections, if any, they would like to add/update. Turn Off Note Table of Contents (If present in ...
Staff update guide
Welcome to the Staff Update guide for the CaseWare Australia and New Zealand templates released in October 2021. Please download the Staff Update Guide Oct 2021 attached below to get a complete guide. The FAQ links below are also useful resources ...
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 ...
IFRS: Content Management Icons
To view the status of all note content within an engagement file after the latest template has been installed, select the Content Management Tab, and click on the Highlight button. One of the following icons will appear to the right of each sub-note ...