CaseWare Fundamentals

In-house course

1 Day
Attendance at this seminar will secure 6.5 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
Yvonne Rossouw   011-886-1395   nerissasingh250874@gmail.com

CaseWare provides you with the perfect solution to your accounting needs. From compiling financial statements to performing your audit engagements. It is however important to understand the software and how it works in order to use if efficiently.
In this session we will take you through the CaseWare setup and look at how to create a client file and import the financial information to be able to create a set of financial statements.

• Create a client file
• Engagement properties
• Information store
• Importing the trial balance
• CaseWare vs Caseview documents
• Adjusting journal entries
• Balancing the financial statements
• Formatting financial statements
• Adding notes to the financial statements

Delegates must have the following available on the course day:

a) Delegates must have their own computers with the latest version of CaseWare and CaseWare Working Papers
already loaded

b) Stable internet Connection (Wi-Fi or 3G) with sufficient data for the two days

c) Headset (microphone, speakers) for each delegate


All software must be fully licensed.

All other material and stationery will be provided.

Please note: If earlier versions are loaded then some of the functions in might not work.

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