SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Customize the financial statements layout

This feature is only available with products on the CaseWare Cloud Engagements platform.

You can customize your financial statements document layout to meet internal requirements or specific client requirements and prepare your financial statement for printing and archiving.

To start customizing the layout, open your engagement file and select Documents from the top menu. Select the desired financial statements document to open it.

Note: If you want to customize the financial statements document layout in the firm template, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for information on how to open and edit the firm template.

Add a page break

You can insert page breaks in your financial statement. You can use a page break to indicate that you plan to add content or to create blank space between two areas.

You can also add a page break inside a table in the document to better present the table's information. For example, you can insert a page break inside a table to have similar or related information show on the same page rather than being spread over two pages.

Note: You can't remove page breaks in the default content that comes with your product.

To add a page break in the document:

  1. Locate where you want to add your page break.

  2. Go to the left side and select the Add icon () to add new content.
  3. Choose Page Break from the list of content types.

To add a page break in tables:

  1. Select the desired table.

    Icons for table options display on the right.

  2. Select the More actions icon ().

  3. Choose Edit Dynamic Table from the list of actions.

    The table opens in edit mode.

  4. Locate where you want to add a page break.

  5. Select the Add () | Page Break at the left border of the table.

  6. Select SAVE or SAVE & CLOSE at the top of the page.

Add a header or a footer

You can add engagement information to the header and footer of your financial statement. For example, you can add the name of the engagement to the header and your firm name to the footer.

You can also customize the header or footer for any area or page break in your financial statement and the notes area (Notes to the Financial Statement ).

To add a header or a footer to a financial statement:

  1. Select the Settings icon ( ) and choose Document Print Settings.

  2. Enter the header and footer content at the Header and Footer text fields.

    You can use the formatting toolbar to customize the header or footer content.

  3. Select Save.

To add a custom header or footer to a financial statement area:

  1. Go to the desired area.

  2. Select the More actions () icon at the top right corner of the page.

  3. Choose Edit Print Settings from the list of actions.
  4. Select Custom header and Custom footer to display the text fields for the header or footer.

  5. Enter the header and footer content at the text fields.

    You can use the formatting toolbar to customize the header or footer content.

  6. Select Save.

    The header or footer information you added apply to this area overriding any existing header or footer setting for the document.

To add a header or a footer to the notes area:

  1. Select the Settings icon ( ) and choose Notes Print Settings.

  2. Enter the header and footer content at the Header and Footer text fields.

    You can use the formatting toolbar to customize the header or footer content.

  3. Select Save.

    The header or footer information you added apply to the notes area (Notes to the Financial Statement) overriding the existing header or footer setting for the document.

To add a custom header or footer to a page break:

  1. Select the desired page break.

    Icons for page break options display on the right.

  2. Select the More actions icon ().

  3. Choose Print Settings from the list of actions.
  4. Select Custom header and Custom footer to display the text fields for the header or footer.

  5. Enter the header and footer content at the text fields.

    You can use the formatting toolbar to customize the header or footer content.

  6. Select Save.

    The header or footer information you added apply to this page break overriding any existing header or footer setting for the area and the document.

Rearrange areas

A financial statement consists of different areas. You can rearrange the content of your financial statement by moving areas.

To move an area:

  1. Go to the Document Map on the left side of the page.

  2. Locate the area that you want to move and select the Move icon ().

  3. Drag the area then drop it in the desired location on the map.

  4. A grid displays in the map to mark the borders of each area. Use the grid for guidance as you drag and drop.

Set up the print options in the financial statements

The Print () button converts the document to a PDF format so you can print or save the file.

To set up print options:

  1. Go to the Document Map, then select Settings () | Document Print Settings.

  2. If you want to have different settings for notes, go to the Document Map and select Settings () | Notes Print Settings

    If you want to have different settings for an area, go to the desired area in the document and select More actions () | Edit Print Settings.

    If you want to have different settings for a specific page, go to the page break for that page and select More actions () | Print Settings.

  3. Specify the preferred settings for Letterhead, Page Size and Margins.

  4. Select Landscape to change the page orientation.

  5. The default is Portrait.

  6. Clear the Count in page numbering check box if you want page numbering to start after the Table of Contents page.

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