What's new - Caseware ReviewComp Winter 2023 (v1.2881.0)
Here is a list of what's new for the Caseware ReviewComp Winter 2023 release.
PEG content updates
Caseware ReviewComp is up to date with the December 2023 CPA Canada PEG for content updates.
Here is a list of PEG forms and ReviewComp documents that have been updated.
| PEG form - Content updates | ReviewComp document(s) - Content updates |
| R1-10 - New engagement - Acceptance | 1-10 New engagement - Acceptance |
| R5-10 - Completion checklist | 5-10 Completion checklist |
| R5-95 - Worksheet - Withdrawal | 5-95 Worksheet - Withdrawal |
| R6-10 - Report transmittal | 6-10 Report transmittal |
| FRF906 ASPE - General |
|
| FRF907 Worksheet - ASPE - First-time adoption of ASPE | 3-97 Worksheet - ASPE supplementary |
| FRF908 Worksheet - ASPE - Income taxes | 3-FF Income taxes |
| FRF909 Worksheet - ASPE - Long-term investments |
|
| FRF910 Worksheet - ASPE - Leases | FRF906 ASPE - General financial statement presentation |
| FRF911 Worksheet - ASPE - Goodwill and intangible assets | 3-W Intangible assets and goodwill |
| FRF912 Worksheet - ASPE - Employee future benefits | 3-97 Worksheet - ASPE supplementary |
| 3-97 Worksheet - ASPE supplementary |
|
| FRF914 Worksheet - ASPE - Agriculture | 3-97 Worksheet - ASPE supplementary |
| FRF915 Worksheet - ASPE - Business combinations | 3-97 Worksheet - ASPE supplementary |
| FRF971 Worksheet - ASNPO - First-time adoption of ASNPO | 3-98 Worksheet - ASNPO supplementary |
| FRF972 Worksheet - ASNPO | FRF-972 ASNPO - General financial statement presentation |
| FRF973 Worksheet - ASNPO - Combinations by not-for-profit organizations | 3-98 Worksheet - ASNPO supplementary |
Enhancements to financial statements presentation
To further enhance the presentation of the financial statements, a number of improvements have been made to allow you greater customization capabilities.
New Formatting options dialog
The Formatting options dialog is now available in the financial statements to allow you to customize font sizing, margins, text padding and indentations.
To learn more, see Customize font sizes and spacing in the financial statements.
Table header print settings
The Display column headings on subsequent pages option has been added to the financial statements. When you select this option, dynamic tables that are larger than a page will display table column headings on each page the table is on.
To learn more, see Set up the print options in the financial statements.
Keep together paragraphs
The Keep notes headings with paragraphs and keep paragraphs together option is now available in the document print settings. Selecting this option ensures that note headings are not printed on separate pages from the note content and that paragraphs are not split across multiple pages unless the paragraph is longer than a page.
To learn more, see Set up the print options in the financial statements.
Headers for multiple page notes
In the Notes print settings, you can now select the Enable continued header text option. When this option is selected, you can enter a custom suffix for headers for notes that span multiple pages.
For example, if you enter the suffix “continued”, a note with the header “Significant accounting policies” will display as “Significant accounting policies continued” on subsequent pages.
Note that the suffix you enter is customizable for each language in multi-language templates.
To learn more, see Set up the print options in the financial statements.
Updates to PDF export of trial balance data
When users export their data to PDF from either the Accounts or Financial Groups tabs of the Data page, the exported PDF now accurately reflects the column settings the user has selected when choosing how to display their data in the Data page.
In consolidation engagements, the PDF will also reflect whether the user has chosen to view consolidated data, or data for a selected entity in the consolidation hierarchy.
To learn more, see Export trial balance data.
Multiple dimension categories for financial groups
You can now assign multiple dimension categories to a single financial group. This allows you to organize and present data in multiple ways in the financial statements. For example, you can have a dynamic table that breaks down your data by location, as well as a table that’s organized for fund reporting purposes.
Firm authors also now have the ability to assign multiple dimensions to an account from the Account properties dialog. Note that only one dimension per dimension category can be assigned to an account at a time.
To learn more, see Add dimensions and Group properties.
