What is the Management Reporting template

What is the Management Reporting template

The Management Reporting template can produce monthly, quarterly and other periodic reports based on current year, prior year, budget and forecast data.

The template is an add-on which consists of two extra documents:


Profit and Loss Statement.


Balance Sheet.





    • Related Articles

    • Updating the Firm Settings Template

      This knowledge base will guide you on how you can apply the latest template update on your existing firm settings template. Same year release When Caseware releases an update to the same template, please follow these steps: Go to the Firm Settings | ...
    • Financials Template Process Map

      The Financials Process Map (attached below) provides FinancialsIFRS users with an efficient and effective step-by-step approach to generating a set of financial statements in year one, and rolling forward and updating them in year two onwards.
    • 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 ...
    • Detailed Trading Accounts in FInancials IFRS Template

      In the FinancialsIFRS template, users have the functionality to produce Detailed Trading Account statements as part of their Financial Report. These statements are primarily used when reporting on associations such as sporting clubs, which need to ...
    • How to prepare your engagement file for half-yearly financial reporting.

      The FinancialsIFRS Template can produce yearly and half-yearly reports. The following areas must be setup correctly to accommodate for a half-year file:   Engagement Properties 1. From the Engagement tab, select Properties > Reporting Dates tab. 2. ...