Overview
-
Case Study 1 - Big Picture
1 mins
-
Case Study 2 - Prepare simple FS
10 mins
-
Working with Tables and using Mapping numbers
35 mins
-
How to insert a Auto Rounding functionality in the Balance Sheet
57 mins
-
How to Sort Financial Statement Line items
61 mins
Course Description
The
objective of the CaseView training webinar is to learn how to create automated
and intelligent CaseView financial documents and link to trial
balance in CaseWare. The CPD/CPE webinar includes step-by-step instructions to
create a complete set of client's financial statements using powerful and
intelligent tools available in CaseView. At the end of the course, you will be
able to create a financial statement template for the balance sheet, cash flow statement,
retained earnings statement, income statement, and FS notes.
In
this online continuing education course, there are more than several case
studies (walk-through), several practice cases, presentation/slides, and other
valuable resources.
The CPE/CPD
course for CPAs also includes: - Walkthrough of real-world financial
statements; Several hands-on practice exercises; and Simple to complex
real-world cases
This
online CPD/CPE webinar covers the following key topics:
- Walkthrough of
real-world financial statements;Â
- Several
hands-on practice exercises;Â
- Simple to
complex real-world cases; and
- Other valuable
resources.
- Learn to
create a financial statement template
- How to link
trial balance and engagement information from CaseWare to financial
statement in CaseView
- How to use
Mapping codes to automatically generate financial statement in CaseView
- How to create
and edit cells and tables
- How to enter
formulas and codes
- How to create
notes to the financials and cross-reference notes
- How to edit
the financial statement line items
- How to use the
auto rounding
- Learn all
formatting options - fonts, tabs, paragraph formatting, automatic
numbering of notes, styles, etc.
- How to
effectively use underlining and currency symbols
- How to Create
a Table of contents
- Mastering
proper tab stops
- Create
Financial statements Notes using Automatic note numbers and Automatic note
referencesÂ
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Learning Objectives
- To create automated and intelligent CaseView financial documents
- To create a financial statement template for the balance sheet, cash flow statement, retained earnings statement, income statement, and FS notes
- To apply Mapping codes to automatically generate financial statement in CaseView
- To explore how to create automated and intelligent CaseView financial documents
- To link to trial balance in CaseWare
Recommended For
- This online CPE course for CPAs, CMAs is recommended for all the accounting and finance professionals.
- This online CPD webinar will prove very insightful for CPA(Canada) and professionals working as accounting manager or director.
- This IIA approved CPE course is good for CIA and all the titles of IIA.
Who Should Attend?
- Accountant
- Accounting Firm
- Accounting Managers
- Bookkeepers & Accountants & Tax Preparers
- Certified Management Accountant (CMA)
- Certified Public Accountant (CPA)
- CPA (Industry)
- CPA - Mid Size Firm
- CPA - Small Firm
- CPA in Business
- Entrepreneurial Accountant
- Entrepreneurial CPA
- Senior Accountant
- Staff of Accounting Firm
- Young CPA