Quick Guides
Inserting a Line
Right-click on the line immediately above where you wish to bring new lines into the statements, this will bring up the Express menu.
Linked Lines
Linked lines draw their amounts from the CaseWare database. The amount in the current year will automatically move to the prior year when a year-end close is completed in CaseWare. You can set the link number (and in some cases the link type) by clicking on the options to the far right of the line.
Manual lines
Manual lines do not link to CaseWare balances, therefore line description and amounts must be entered manually in Form Mode. When you execute a year-end close in CaseWare, be sure to select the Update CaseView Roll forward Cells option to automatically move the current year's input balances to the prior year's column. The values in the current year are cleared.