HELP GUIDE
×
Menu
Quick Guides
Add the Draft Income Statement to Your Document Manager
 
Add an automatic Caseware document to your Document Manager (Document > New > Automatic Document) with the following properties.
 
Add the Draft Income Statement to Your Document Manager
1
Number and Name
1. Number and Name
The number and name fields can be set as desired.
2
Document Type
2. Document Type
Choose Financial statements – Income Statement.
3
Format
3. Format
Choose Draft active/prior year to date.
4
Order
4. Order
Choose Map No.