Course curriculum

  • 1

    Welcome to the course!

    • Before we begin...
  • 2

    Introduction

    • CaseWare Working Papers

    • CaseView

    • Lux GAAP Template

    • Online user manual
  • 3

    CaseWare Working Papers

    • Starting up an engagement

    • Engagement properties

    • Dashboard

    • Excel import

    • Bob 50 import

    • Mapping

    • Document manager

    • Test your learning - CaseWare Working Papers
  • 4

    Entity Information

    • Entity information

    • Board members

    • Company size

    • Sign-off and saving

    • Test your learning - Entity Information
  • 5

    Management report

    • Management report

    • Content and settings

    • Libraries

    • Export

    • Test your learning - Management report
  • 6

    Annual accounts (PDF)

    • Annual Accounts

    • Cover page

    • Table of content

    • Embedded reports

    • Balance sheet and profit and loss account

    • Settings menu

    • Skipped text and input areas

    • Overridden indicators

    • Adjustments

    • Column width

    • Export

    • Test your learning - Annual accounts
  • 7

    Notes to the Annual Accounts

    • Significant accounting policies

    • Fixed assets notes

    • Predefined notes

    • Additional content paragraphs

    • Validation checks

    • Notes menu

    • Note orientation

    • Date ranges

    • Freeform notes

    • Freeform 1

    • Freeform 2

    • Freeform 3

    • Freeform 4

    • Test your learning - Notes
  • 8

    eCDF Financial Statements

    • eCDF Financial Statements

    • Agent and declarer details

    • Note references

    • Validation checks

    • Export

    • Test your learning - eCDF Financial Statements
  • 9

    Engagement completion

    • Year end close

    • Lockdown

    • Compressing

    • Test your learning - Engagement completion
  • 10

    Updates and engagement change management

    • Updates

    • Milestones
  • 11

    Next steps

    • Before you go...