Get a Clearer Picture of Current Solutions and Best Practices for Finance & Accounting Professionals
Course Catalog
Course Catalog
Get a Clearer Picture of Current Solutions and Best Practices for Finance & Accounting Professionals
CaseWare Essentials
This course will prepare users of CaseWare International’s Working Papers Software to operate within a professional accountancy workflow. This means becoming familiar with the navigation and features of the software in general, as well as best practices from a professional and technical standpoint.
This Program is meant for Personnel responsible for creating their clients’ or entities’ annual financial statements. Participants will gain an understanding of how to customize the standard solution provided by the organization to meet the specific reporting requirements for their clients’ or entities’ needs. Participants will also learn how to update their individual files while still maintaining the customization previously applied when content revisions are provided by the template owner.
This Program is meant for Personnel responsible for managing and maintaining the organization’s reporting solutions. Participants will gain an understanding of the set up of the CaseWare Financials Template that will aid in the successful implementation of the solution in their organization. We will cover establishing defaults to apply standards across all files, customizing statements, schedule and note formats and creating organization-specific content.
This Program is meant for Personnel responsible for creating their clients’ or entities’ annual financial statements. Participants will gain a Fundamental Understanding of how to use CaseView's features. CaseView is a revolutionary tool that takes any type of document or working paper, including client-ready financial statements, to top-notch publishing quality.
This Program is meant for Personnel responsible for managing and maintaining the organization’s reporting solutions. Participants will gain an understanding of the set up of the CaseView solutions that will aid in the successful implementation of the solution in their organization. We will cover establishing defaults to apply standards across all files, customizing statements, schedule and note formats and creating organization-specific content.
CaseWare's GASB/Budget Book Solution
Our Working Papers Fundamentals Training covers just about all you need to know for managing the Working Papers Software for use with your GASB Template. We heartily recommend it if you are looking for a refresher course while preparing for year-end and it is essential training for any new employee or team member. This training includes how to use the document manager, import data, creating journal entries, reviewing balances and consolidation trees. This is what you need to manage the core of your CaseWare files.
This Program is meant for Personnel responsible for creating their entities’ annual financial statements. Participants will gain an understanding of how to customize the standard solution provided by their consultant to meet the specific reporting requirements for their entities’ needs. Participants will also learn how to update their individual files while still maintaining the customization previously applied when content revisions are provided by the template owner.
This Program is meant for Personnel responsible for managing and maintaining the organization’s reporting solutions. Participants will gain an understanding of the set up of the GASB Financials Template to facilitate the successful implementation of the solution in their organization. We will cover establishing defaults to apply standards across all files, customizing statements, schedules and note formats, and creating organization-specific content.
CaseWare Tips & tricks Seminars
This Program is meant for Personnel responsible for managing and maintaining their entity's CaseWare Solutions. Participants will gain a better understanding of Government-Wide Reconciliations for users of the GASB Template. We will cover methodologies to make your team better prepared for this process and how to determine whether or not changes should be considered at an account level.
This Program is meant for Personnel responsible for managing and maintaining their entity's CaseWare Solutions. Participants will gain an understanding of formulas and calculations and how to identify whether DIY formulas will negatively impact built-in functionality and when changes should be left to professional assistance.
This Program is meant for Personnel responsible for managing and maintaining their entity's CaseWare Solutions. Participants will gain an understanding of new scripting options that could optimize their reporting workflow. We will cover use cases, options in development, and custom scripting options.
This Program is meant for Personnel responsible for managing and maintaining their entity's CaseWare Solutions. Participants will gain an overview of common issues and solutions for users of the GASB Template. We will cover some case studies, feedback from CaseWare and our clients, as well as the collective experience of our support team.