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CaseWare Accounts

AccountsAdvanced Academy

Half day course
AccountsAdvanced Academy

The AccountsAdvanced Academy course is a half day course aimed at existing users of the CaseWare AccountsAdvanced template who are now wishing to learn how to produce Academy accounts. 

Outlined Agenda

Introduction

  • Overview of the template

Map Numbers and Mapping Guidelines

  • Overview of the Academy specific mapping

Wizard

  • Populating the new Wizard document
  • Funds Analysis
  • Charity specific areas of the Wizard document
  • Accounts Preparation Table

Accounts

  • Navigation features in AccountsAdvanced (Toolbar)
  • Rounding Differences
  • Trustees' Report
  • Custom content creation
  • How the information from the funds analysis populated the accounts
  • Adding/deleting Accounting Policies and Notes

Please ensure that an up-to-date installation of CaseWare Working Papers and the relevant templates are available to all delegates for use during the training. 

Who should attend?

A general working knowledge of CaseWare Working Papers is assumed for the course. Users with no previous experience should consider completing a full day course, where a simple small company case study is completed first to explain the basics. 

 

Course duration
Half day course
Availability

Onsite training session

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