CaseView - Fundamentals
The objective of the CaseView training course is to learn how to create automated and intelligent CaseView financial documents and link to trial balance in CaseWare. The course includes step-by-step instructions to create a complete set of client's financial statements using powerful and intelligent tools available in CaseView. You will create a financial statement template for the balance sheet, cash flow statement, retained earnings statement, income statement, and FS notes. There are more than 10 training videos, several case studies (walk-through), several practice cases, presentation/slides, and other valuable resources. The course also includes:- Walkthrough of real-world Financial statements; Several hands-on practice exercises; and Simple to complex real-world cases
On demand
4 CPD hours
$197
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Course Description
- Learn to create a financial statement template
- How to link trial balance and engagement information from Caseware to financial statement in Caseview
- How to use Mapping codes to automatically generate financial statement in Caseview
- How to create and edit cells and tables
- How to enter formulas and codes
- How to create notes to the financials and cross-reference notes
- How to edit the financial statement line items
- How to use the auto rounding
- Learn all formatting options - fonts, tabs, paragraph formatting, automatic numbering of notes, styles, etc
- How to effectively use underlining and currency symbols
- How to Create a Table of contents
- Mastering proper tab stops
- Create Financial statements Notes using Automatic note numbers and Automatic note references
Course Walkthrough
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Preparing FS using CaseView
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How to Create a New CaseView Document
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Case Study 2 Part A (Current and Fixed Assets Section)
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Objectives:
- Create cells and adjust cell properties
- Assign numeric, alpha-numeric and date cell types
- Learn to use linkage tool
- Learn to use total functions
- Learn to use simple formulas
Required:
- Prepare a new CaseWare File for ABCD Inc. The year end is December 31, 2014
- Import the Trial Balance file into CaseWare
- Create a new CaseView Document – Draft Financial Statements for the Client
- Create cells and adjust cell properties
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CASE STUDY 3 - Practice Case
Required: Create a new CaseWare file for Google Canada Inc. for December 31, 2016 year end.
Step 1: Assign the Statement Type and Lead sheet information in the Trial balance
Step 2: Import the Trial balance in the CaseWare file
Step 3: Create a new CaseView document in the CaseWare file
Step 4: Prepare the Balance Sheet and Income Statement
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Practice Case Study 9
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Certificate: CaseView - Fundamentals
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About the Instructor(s)
Affan Khalid
Affan Khalid, CPA, CA is a Senior Manager in International Tax at MNP LLP. He has over 15 years of experience and provides international tax advice to Canadian and foreign-based multi-nationals with a focus on inbound and outbound tax planning and structuring, including financing structures, acquisitions and dispositions, tax due diligence, reorganizations and cash repatriation strategies. He obtained his BBA from the University of Toronto and have completed In-depth International course and In-depth tax program.