Checklist with Y/N and initials (JZPCC)
See Common Working Paper Features for information on features not specific to this working paper.
Checklist with Y/N and initials (JZPCC)
1
Sort Procedures
1. Sort Procedures
Sort the procedure sections. There can be up to 30 sections.
2
Page Size
2. Page Size
Select between letter or legal size paper.
3
Roll forward options
3. Roll forward options
Set whether a column retains or clears its data on CaseView rollforward.
4
Additional Resource Centre Options *Not shown
4. 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:
  • Summary of balances
  • 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
 
 
5
Summary of balance(s)
5. 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)
6
Summary of balance(s) column settings
6. 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.
7
Section
7. Section
Click on the folder to turn a section on/off.
8
W/P ref.
8. 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.
9
Hide columns to right of the description
9. 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.
10
Y/N Column
10. Y/N Column
Click on the dropdown to select: Y, N and NA. Double-clicking can also cycle through the same choices.