Caseview Fundamentals

  • Accountant
  • CPA (CA)
  • CFE
  • CIA
  • CPA (US)
  • IAP
  • QIAL

Published: July, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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; 
  • Several hands-on practice exercises; 
  • 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 references 

Click for more webinars | Big4CPA, CA | Excel Courses | QuickBooks Courses |Accounting & Auditing | Technology & Automation |

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

Course Qualification

Webinar Qualifies For

  • 1.5 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 1.5 CPE Credit for Internal Audit Practitioner (IAP)
  • 1.5 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
  • 1.5 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
  • 1.5 General Credit for Accountant/Bookeeper
  • 1.5 CPE Credit of Accounting for Certified Fraud Examiner (CFE)

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Big4 CPA

Founder, AK Consulting Inc.

We are a team of Big4 CPA, CA and other professionals. We offer wide range of professional development courses for CPA members relating to Canadian Taxation, International tax, Accounting, Ethics, Business, Workplace Teams & Culture, High Performance, Soft skills, and Personal Development.

We also work with third party content creators to offer unique CPD for our CPA members, such as on latest technology, cyber security, digital marketing. and various other interesting topics.


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

2

1 Ratings

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Poor

1

Terrible

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CC

Charissa Crouch, CPA (US)

Nov 10th, 2021

This did not meet the expectations I had based on the description. I expected to learn much more than how to type on a blank screen and add linked cells.

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