AccountsAdvanced Academy

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

Availability

Onsite training session