Your existing Caseware file contains information that you won’t lose when you copy Score components into your file. You will be doing two important things to your Caseware files:
Add Group information to the database in Caseware.
Add the Score template to be used in CaseView.
You will need to merge Score components into each Master and client file only once. On year-end close, the Score template will properly move current year information into the prior year etc. All Grouping and Mapping attributes will remain unchanged.
Things to do before you bring Score into your Caseware files
1. BACK UP! Back-up your client file.
2. KNOW WHICH GROUP YOUR Score FILE USES. The default group is group 9.
Also included in: Merging Score into Your Existing Caseware Files
