Checklist with checkmark and initials (JZPCB)
Sort Procedures
Sort the procedure sections. There can be up to 30 sections.
|
Page Size
Select between letter or legal size paper.
|
Roll forward options
|
Additional Resource Centre Options *Not shown
The Resource centre module version of the working paper has additional options.
-
Display/Hide the Summary of Balances section - Two year variance analysis and One to five year comparison can be shown/hidden individually.
-
Options to retain or clear data on rollforward in:
-
-
Columns in the procedure tables
-
Number of procedure sections available (1-30)
-
Display/Hide/Print Instructions section before the first procedure section
-
Set the conclusion paragraph to skip or print
-
Include a sign off area at the bottom checklist
|
Summary of balance(s)
The summary of balances(s) is off by default. It needs to be activated in the Resource Centre options area. (See above)
|
Summary of balance(s) column settings
Toggle Change $ and Change % on/off on the two year variance table. Set the 5 year comparison to between 1-5 year columns.
|
Section
Click on the folder to turn a section on/off.
|
W/P ref.
Click on the dropdown to select on documents available in the Caseware document manager. Double-click on the cell to open the document shown in the cell.
|
Hide columns to right of the description
Right-click on the express menu to access this option. This option hides all the columns to the right of the description column. This is useful for creating heading lines.
|