Change caseware file name

Independent date sequences only include balances that are associated with that date sequence. Period date sequences without the option to compute from another date sequence are effectively independent. Select the default date sequence used by the file. Only the enabled Reporting Period Date Sequences are available.

Select a period type sequence. If you select a random date sequence, you must enter the period dates manually. Click Setup to enter the custom period dates. Enter the current active period for other journal entries. Select to limit entries to year-to-date balances only.

This option affects transactions, priors, budgets, and forecast drill downs in the Trial Balance. If you do not select this option, entries will be discrete period amounts only. Visit us: www. Privacy Terms of Use Trademarks. All Files. Engagement Properties You can record pertinent client information in the Engagement Properties of a Working Papers file.

Automatically sync engagement properties with the Cloud entity: Synchronize Engagement Property data with the specified Cloud Entity. Engagement Enter the name of the engagement. Operating Name Enter the client's operating name to display on all automatic documents. Phone Enter the client's primary business phone number. Fax Enter the client's primary business fax number. Standard Industry Code S. Enter the client's 10 digit Standard Industry Code.

Across Industry Code A. Enter the client's 10 digit Across Industry Code. To edit a file name and description: Select the file you want to edit using the check box. Enter a new name and description for the file, then select Save. Delete files If you no longer require a file, you can delete it. To delete files: Select the files you want to delete.

Confirm deletion of the files. Replace files If you have a newer version of a file you want to upload, you can replace the original file.

To replace a file: Select the file you want to replace. Select the Select Files button or drag and drop the file.

Delete previous versions of a file If you have replaced a file and no longer need the old versions of the file, you can delete them. If not connected to a Data Store, this icon will be grayed out. If no Data Store exists, this option will be grayed out. Clicking on the arrow provides the following options: Properties: Opens the Synchronization Properties. Show Conflicts: Opens the Synchronization Conflicts dialog.

Synchronize All Documents: - Sends all the latest changes to the parent file. Parent location: Displays the location of the parent sync file. Work Offline: Select to disconnect from the parent file. Clear to reconnect to the parent file. Window resize Click and drag to resize the Working Papers window. Filter Header The Filter Header toolbar provides filter controls and a visual indication of any filter currently applied to the Document Manager.

Issues Opens the Issues pane. Trial Balance Opens the Trial Balance. Entries Opens the Adjusting Entries Worksheet. Cloud Opens the Cloud site with the Working Papers embedded browser.

Browser The Browser toolbar provides an easy way to navigate, access, and control documents on the Document Manager.

Option Description Go To arrow The Go To dialog enables a user to quickly access a document or an area of the program. Back and forward arrows Navigate backward or forward through the web pages you've visited in a session. Stop Stops the current navigation process. Refresh Refreshes the page you are currently viewing. Home Returns the user to the home page as set as the default on the workstation, viewed in Control Panel Internet Options.

Address Bar Enter the address to jump to an area of the program or a document. A browsing history is available in a drop-down list on the browser toolbar. Context The Context toolbar permits you to set the current period date sequence by selecting from the drop-down list of available periods. For consolidated files it also allows you to set the current entity to be analyzed.

Option Description Consolidated file selection Set the consolidated file selection from the drop-down list. Current period date sequence Set the current period date sequence from the drop-down list of available periods. Language selection Switches between languages. Template The Template toolbar provides you with quick access to Template related commands. Displays the Full Name entered on the User Identification dialog. Displays the number of users currently in the file.

Displays the current net income or loss on the client file. Displays the current SmartSync status.