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Checklist with Y/N and initials (JZPCC)
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.
Y/N Column
Click on the dropdown to select: Y, N and NA. Double-clicking can also cycle through the same choices.
