Caseware Working Papers User Guide ❲LIMITED❳

She switched to the Engagement tab. The trial balance appeared, a grid of numbers that usually induced dread. But CaseWare’s color-coding gave her hope: black for client numbers, blue for proposed adjustments.

“Tom – Client provided late adj. See attached email. Adjusted COS +45k. OK to proceed?” caseware working papers user guide

She needed her manager, Tom, to approve the adjustment before she could finalize. She went to the Review & Sign-off module. She created a new Review Note right on the Inventory lead sheet: She switched to the Engagement tab

Instead of typing over the old number, she clicked inside the cell. She pressed (the “linking” hotkey). A pop-up appeared: Select Source . She navigated back to the Engagement tab, clicked on the adjusted Inventory balance, and hit OK . clicked on the adjusted Inventory balance