Right-click on the line immediately above where you wish to bring new lines into the statements, this will bring up the Express menu.

 

 

 

Linked lines draw their amounts from the Caseware database. The amount in the current year will automatically move to the prior year when a year-end close is completed in Caseware. You can set the link number (and in some cases the link type) by clicking on the options to the far right of the line.

 

If you have generic notes within your financial statements you can link the description, current and prior year balances of these notes to your balance sheet by 2x clicking on the link number instead of clicking on the popup menu.

 

 

 

Manual lines do not link to Caseware balances, therefore line description and amounts must be entered manually. The values in the current year are cleared. Manual lines may also be used where you wish to print a row with zero balances for all periods.