Syllabus | CaseWare Working Papers | Fundamentals

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.

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Learning Objectives:

  • 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

Learn more about available Instructional Delivery Methods

CPE Credits:

16 CPE Hours in Specialized Knowledge-Technical... 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.

How do I get my CPE?

Recommended Prerequisites:

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.

Program Difficulty:


In accordance with our Content Development Policies

Registration Details:

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.

Please contact us about custom options directly!


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