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General
1
Auto Compress
1. Auto Compress
We recommend this is set to either No or Prompt. Try not to use the Yes or Yes with Sub folders option as this will compress the Resource Centre (KLIB) file if it is opened on the workstation. If the Resource Centre is compressed, preparers will not be able to insert notes, schedules, or update documents.
2
Table List Field Style
2. Table List Field Style
Entry Codes provides you with the shortest abbreviations for working trial balance field content such as B (for Balance Sheet), D (for debit), etc. This will help maximize the number of working trial balance columns you can display.
3
Number of recently used files
3. Number of recently used files
15 is the maximum number permitted when under File > Recent. Clear allows you to clear the existing list and start accumulating the last 15 files again under File > Recent.
4
Number of recently used folders
4. Number of recently used folders
Set the number of folders to display under File > Computer. Clear allows you to clear the existing list and start accumulating however many set number of files again under File > Computer.
5
Table Appearance
5. Table Appearance
Choose a color scheme for your working trial balance, adjusting entries, etc. in Caseware. The default is a white background. Choose to Show grid lines when more definition between rows and columns is desired.
6
Legacy Support
6. Legacy Support
  • Use the enter key instead of the Tab key to advance.
  • Allows you to use keyboard shortcuts from older versions of Caseware that have been changed to new key combinations. You need to close and restart Working Papers for it to take effect, but not a restart of your computer itself.
  • Select this option if you wish to close the file when the Document Manager is closed.    
7
Documents
7. Documents
  • Very helpful option if you like your MS Excel spreadsheets to be separately.
  • Handy to have when you have multiple Caseware documents open and want to switch between them.
 
 
  • This will allow users to permanently delete documents from the Document Manager without the deleted document going to the recycle bin first.
  • Hides the additional information on the annotation notes.