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CaseView for Windows - FAQ's

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  1. questionCaseView slowdown after the upgrade 2009
    After our Upgrading Caseware Working Papers from 2008 to 2009, performance of processes involving CaseView documents may have deteriorated. Processes which normally take a few seconds may be as long as a minute. Solution: Please use these instructions with the help of an IT administrator to pr ...
  2. questionRetrieving corrupt CaseView Documents
    Problem: Is it possible to retrieve a copy of a CaseView document if it is overwritten erroneously during a copy template or if it has become corrupt? Solution: Please use these instructions with the help of an IT administrator to prevent data loss In the client file folder, each saved C ...
  3. questionHow do I split the CaseView screen?
    In CaseView, you have the ability to split the screen horizontally and vertically. This is particularly useful for view wide or long tables. To split the screen, select Window | Split Horizontally or Window | Split Vertically from the menus. The screen can be split horizontally, vertically or ...
  4. questionHow do I add an icon for the Document Map feature?
    The Document Map feature assists with navigating around CaseView documents such as financial statements and audit programs. It is possible to add a Document Map icon to the toolbar in order to quickly enable /disable the feature (refer to: Figure 2). To add this icon: In any CaseView document, ...
  5. questionHow do I adjust the Auto Save interval in CaseView?
    The Auto Save feature is setup in CaseView and has a default setting of 5 minutes. This can be adjusted if a user is working on a large document (e.g. the Financial Statements). In order to adjust the save file interval, follow the steps below: From the menus, select Tools | Options > Auto S ...
  6. questionHow do I find out where my page breaks are going to appear?
    When working in the financial statements, it is possible to go to Print Preview to see where your page breaks are going to appear. A faster option is to press F7 (repaginate) on the keyboard. This will show you where page breaks are going to appear - without taking you out of the mode you are ...
  7. questionCan I export CaseWare documents to 'Word / Excel' to include in my Management letter?
    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 an automatic document to Microsoft Excel follow the steps b ...
  8. questionHow do I Spell Check the Financial Statements?
    From the 'Financial Statements' menu select Document | Edit Mode Scroll to the top and click within the financial statements(This is to ensure that the spell check is initiated from the start of the financial statements) From the 'CaseView' menu select Tools | Spelling to display the 'Spell Che ...
  9. questionHow do I Remove Paragraph Markers in the Financial Statements?
    Edit Mode in the financial statements can be made to look 'cleaner' by removing all paragraph markers. This can be done as follows: Open the Financial Statements in 'Edit Mode' by selecting Document | Edit Mode from the 'Financial Statements' menu From the 'CaseView' menu select View | Prefere ...
  10. questionHow can I navigate faster around my CaseView Documents?
    The Document Map provides a fast navigation tool for CaseView documents. To view the Document Map: Open the relevant CaseView document (e.g. Financial Statements, Audit Programs/Checklists) From the 'CaseView' menu select View | Document Map (refer: Figure 1)Clicking on any entry in the Docume ...
  11. questionHow can I print out overridden cells in the Financials?
    The Financial Statements allows users to override balances that are automated from the trial balance (refer: Figure 1). All cells containing overridden balances are marked with a red override dot. Reviewers are able to print the document with these override dots to help identify which balances ...
  12. questionImprove speed of CaseView documents
    One of the main reasons for reduced performance of CaseView documents is that whenever the document is opened, Microsoft Windows creates a temporary BMP and TMP file in the TEMP folder. These files generally get deleted by default when the program is closed. However if the CaseView document is ...
  13. questionHow do I activate CaseView full screen mode?
    CaseView has the ability to present the document in full screen mode. While in full screen, the toolbars at the top of the screen and the status bar below are hidden from view (Refer to: Figure 2). However the CaseView menus are still accessible by hovering the mouse pointer towards the top of t ...
  14. questionDisplaying 2 CaseView documents in separate windows
    Working Papers 2009 now gives users the ability to have 2 CaseView documents from the same engagement file displayed in separate windows. This functionality is advantageous for users that have multiple montitors active. To activate this feature, In Design or Edit mode, select Tools | Options ...
  15. questionCaseView (Hotfix) - 19 November 2009
    This hotfix addresses issues discovered in the 2009 version of CaseView (see Figures 1 & 2 for examples of some issues that could appear). If your financial statements appear in a similar fashion to the images below, then you need to run this hotfix. Installing the Hotfix: Ensure CaseWare Worki ...
  16. questionWebinar - What's new in CaseWare 2009 - November 2009
    This webinar was run for clients on 18 November 2009. It covers: - CaseWare Working Papers - CaseView for Working Papers - Task Audit template - Financials template - CaseWare Connector If you have any questions, please contact support. To view the webinar, click here (viewed via Screencast.com) ...
  17. questionWhat is a rounding relation?
    Rounding relations are used to compare and adjust two amounts that do not balance (Cell 1 and Cell 2) and add the difference to a plug cell (Cell 3). For example, if the client’s trial balance contains decimal places, each figure in the financial statements is automatically rounded to the ...
  18. questionCaseView's page navigation panel
    CaseView has introduced a new page navigation feature which is displayed on the status bar by default. The page navigation utility indicates: What current page the user is on (Refer to: Figure 1, point 1). What current CaseView page the user is on (Refer to: Figure 1, point 2). How many pages a ...
  19. questionError Opening File - Not a Valid CaseView file
    This error message indicates that CaseView was not closed properly the last time, and the document's contents could be corrupted (refer: Figure 1). This error is likely caused by: Computer crashing whilst in the middle of a CaseView document Shutting down a computer whilst the CaseView docum ...
  20. questionHow do I Set the First Page Number to '1'?
    Open the Financial Statements (or the desired CaseView document) and complete the following steps: From the 'CaseView' menu select File | Page Setup to display the 'Page Setup' dialog Enter or select '1' from the First page number picklist (Refer to: Figure 2). Click the OK buttonPreview the ...