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
  • 3-UU-2 Equity Equity (share capital)

  • 3-20 Revenue
  • 3-97 Worksheet - ASPE supplementary

  • FRF906 ASPE - General financial statement presentation

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
  • 3-B Investments
  • 3-N Other 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
  • 3-UU-1 Equity (partnership)

  • 3-97 Worksheet - ASPE supplementary

  • FRF906 ASPE - General financial statement presentation

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.

The Fomatting options dialog.

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.

The Display column headings on subsequent pages option in the Print settings dialog.

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.

The Keep Together section in the Print settings dialog.

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.

The Note print settings dialog.

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.

The Group properties dialog.

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.

The Account properties dialog.