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 Case view documents • Adjusting journal entries • Balancing the financial statements • Formatting financial statements • Adding notes to the financial statements

First-year SAICA trainees