The 9 column financials statement format also gives you the ability to show the entities on the Balance Sheet, Income Statement, Statement of Retained Earnings and the Cash Flow.
Column headings for the Balance Sheet, Income Statement, Statement of Retained Earnings, and Cash Flow are all controlled through centralized settings. Click on the Show Column settings button in the freeze frame at the top of the document or click on the Columns tab in the Home menu.
These settings are retained in the Caseware file's CV Database. Consequently the settings are tied to the Caseware file and not the CaseView document. Please see CV External Data for more information.
The column settings allow you to choose various options including:
Show/hide total columns
Show/hide total columns for current year, prior year, or both.
The following options can only be changed for each individual column if the Show/total columns is set to hide or if the popup menu in the total column for the option is set to As selected:
Load column defaults
Click to reset the column settings to the Resource Centre default.
Use the checkboxes to check or uncheck which columns you want to switch on or off for each statement. Click on the arrow buttons to select all or deselect all columns in either the row or column. for a column or statement to check
Assign the entities to the relevant columns. Entities should be added using the consolidations dialog in Caseware. Please see Setting up entities in Caseware for more information on setting up entities.
Select the balance type (budget, consolidated, report, adjusted, unadjusted, forecast) that you want to use. This can be used when setting up Group/Company statements.
