Top Section

 
 
Top Section
 
 
 
 
1
Reload from Resource Centre
1. Reload from Resource Centre
Click on this button to update or reload the report from the Resource Centre.
2
Document settings
2. Document settings
Click on the 'chain' button to reveal the document settings area below.
3
Status
3. Status
Shows the update status of the document. A yellow status indicator () indicates that there is an update availalbe in the connected Resource Centre.
4
Document version
4. Document version
Indicates the version date of the Score document. The Score and Resource Centre (JZBM) dates will be the same when the document is updated.
5
Resource Centre Date
5. Resource Centre Date
Indicates the version date of the Resource Centre (JZBM) module. The Document and Resource Centre dates will be the same when the document is updated.
6
Group link selection
6. Group link selection
Select the number group that will link Score to the Caseware Trial Balance.
7
SCORE Resource Centre path
7. SCORE Resource Centre path
Click to set the SCORE Resource Centre path. The Score Resource Centre is JZBM. Select the folder entitled JZBM.
8
Show warnings?
8. Show warnings?
Warnings indicate the income in Score does not agree to the income in Caseware. Warnings may be from adjustments to income for discretionary items such as management bonuses.  Turn warnings off if adjustments are made to normalize income.
9
Diagnostics threshold
9. Diagnostics threshold
Diagnostics / warnings will appear if the difference exceeds the tolerance that is entered.  The default threshold is $50.
10
Body Font
10. Body Font
For the Management Report only.  To change the font in the graphs, edit each graph in design mode.  This is a limitation in CaseView. Schedules remain in Arial font.
11
Add 'Continues' to footers
11. Add 'Continues' to footers
Add '(continues)' to footers in the ratio pages when they take up more than 1 page.
12
Header and Footer Inclusion/Exclusion
12. Header and Footer Inclusion/Exclusion
Header/footers do not extend to the schedules.