Updated: Oct 3, 2019
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.
Navigate the Tracker interface
access specific views
Create new views
Apply filters to a view
Reorder columns in the Engagements paneSort data in the Engagement paneManage groups of files (Compress/ Uncompress)Move files to new directories
Scan existing directories for Working Papers engagement files and templatesNavigate Working Papers interfaceCreate new files from client data and templatesImport client dataAdd, delete, and manage documents in the Document ManagerAdd client adjusting entries, including normal, reclassifying, unrecorded –proposed, and tax entriesPrepare client write-up
Copy parts of one Working Papers file into another Working Papers fileAssign Grouping and Mapping numbers to accounts
Manage the Document Manager: add, delete and move documents
Tagging DocumentsAdd existing Working Papers files to the Template list and Document Library
Instructional Delivery Method:
"Group Internet Based" - provided in accordance with NASBA's Guidelines
16 CPE Hours in Specialized Knowledge-Technical...
...in accordance with NASBA 50-minute hours in order to accommodate mandatory breaks during the training session. In order to receive CPE, individual attendees must meet certain attendance and participation requirements.
For optimum success in any of our programs, we recommend basic computer literacy as defined by the Internet and Computing Core Certification (IC3) or equivalent proficiency. Registrants will be expected to have these skills and if they do not experience success during the course delivery due to a lack in this knowledge area, the attendee risks losing refund and course completion eligibility. Additional proficiency should include:
Microsoft Excel (familiar with data entry, formulas, common file types, etc)
Microsoft Word (familiar with word processing, common file types, and style Sheets)
Basic Accountancy/ Bookkeeping
for best learning - Governmental and True Fund Accounting
Internet browsers such as Chrome and Internet Explorer
Basic Digital Document Management Principles
CaseWare Software Proficiency:
As this is the most basic CaseWare course, No Software Proficiency is Required, but attendees are encouraged to go over CaseWare's "Getting Started Guide" before attending.
In accordance with our Content Development Policies
This event is an Open Registration Program, with students from other organizations
There are other ways to engage in this particular program:
Custom Web-based training programs for you and your organization
Custom On-Site training programs for you and your organization
Custom "Program Pools" for you to share the cost of a custom program with another organization.
REQUIRED ADVANCED PREPARATION:
Review Our "Administrative Training Policies" Document
Review Our "Advanced Preparation for a Training Session" Document
Review Our "CaseWare Training Software Requirements" Document