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Important Notice: CaseWare Financials Template (GASB)

Important Notice: CaseWare Financials Template (GASB)

  • James Goligher
  • 28 September, 2018
  • What's New
  • minute(s)We have learned of a bug affecting CaseWare's GASB Financials Template. Issue: On installing the 2016 patch customized schedules are lost from the content library. CaseWare International has already resolved this issue. On September 24th, 2018 Patch 2016.00.335R6 was released. If you have already updated to Version 16, it is important that you immediately take action to ensure your Schedules are not lost. If you are yet to update, ensure you install the latest version. Templates should always be backed up before installing a patch. To backup use the 'Repackage' option. Only users who have added customized content to the schedule libraries of the template are affected. Unfortunately, that includes many of FHB's clients using the GASB Template. Our clients are invited to book a support call with one of our consultants who will be happy to discuss the issue with you and assist in taking the appropriate steps to ensure that your content is protected.
We have learned of a bug affecting the 2016 version of CaseWare's GASB Financials Template.
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CaseWare Updates Now Available for 2017 Version of Connector

CaseWare Updates Now Available for 2017 Version of Connector

  • Jamie Black
  • 17 November, 2017
  • What's New
  • minute(s)Software: Connector Prior Version: 2017.00. New Version: 2017.00.055 Release Date: November 16, 2017. You may have received an email from CaseWare International announcing the release of, and inviting you to download, an update for CaseWare's 2017 Connector product. The update has been made available for CaseWare users in their MyCase portals. If however, you did not receive the email or cannot locate the download in your MyCase account contact the CaseWare Sales department at +1 (416) 867-9504 or sales@caseware.com to request your download. Details: This new version includes the following fixes: Fixes related to: File extensions Connector stability Links/protected documents User-defined functions.   Look for more blog posts and Feature Spotlight articles from FHB in the coming weeks and months talking about the enhancements and improvements in the latest version of the software. 
CaseWare has just released an update to it's 2017 Connector product. Download the update to apply software fixes.
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CaseWare Updates Now Available for 2017 Versions of Working Papers & ...

CaseWare Updates Now Available for 2017 Versions of Working Papers & ...

  • Jamie Black
  • 17 November, 2017
  • What's New
  • minute(s)Software: Working Papers & Working Papers with SmartSync Prior Version: 2017.00.225  New Version: 2017.00.245 Release Date: November 16, 2017. You may have received an email from CaseWare International announcing the release of, and inviting you to download, an update for CaseWare's 2017 Working Papers & Working Papers with smart-sync products. The update has been made available for CaseWare users in their MyCase portals. If however, you did not receive the email or cannot locate the download in your MyCase account contact the CaseWare Sales department at +1 (416) 867-9504 or sales@caseware.com to request your download. Details: This new version includes the following enhancements & fixes: Enhancements related to: Fixes related to: Imports Data Store Administration Tool Tax integration Interface Page numbering/printing Synchronization functionality   Automatic Documents   Document Management   Look for more blog posts and Feature Spotlight articles from FHB in the coming weeks and months identifying the enhancements and improvements in the latest version of the software. 
CaseWare has just released updates to it's 2017 Working Papers & SmartSync products. Make sure to update for the latest enhancements and fixes.
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Important Notice -CaseWare Financials Template (ASPE) Users

Important Notice -CaseWare Financials Template (ASPE) Users

  • Darryl Parker
  • 27 October, 2017
  • What's New
  • minute(s)On Thursday, October 26th, CaseWare International sent out a email to all users that have downloaded the ASPE variant of their Financials template. This email informed users that an issue has been identified with the v15 update which was originally released in August of this year. The email did not describe the nature of the problem uncovered, but did give some detailed scenarios and steps to address the problem. Note that this problem only relates to users of the Canadian ASPE Financials template who have already performed an upgrade to v15. If you use the IFRS, US GAAP, or US GASB Financials template, there is no issue for you and no need for you to take any action. We have learned that the problem relates only to users who have added customized content to the Knowledge Libraries of the template. Unfortunately, that affects nearly every one of FHB's clients. The problem is best if caught before any additional content is added to the updated v15 template. If you have recently updated, it is strongly recommended that you revert back to your last v14 CWP file, and re-update using the newest build of the v15 upgrade patch. Complete instructions were sent in email, but of course all of our clients are invited to book a support call with one of our consultants who will be happy to discuss the issue with you and assist in taking the appropriate steps to make sure you are protected.
CaseWare Working Papers users - CaseWare International announced a CRITICAL update for the ASPE Financials template. Get this update before busy season!
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CaseWare Working Papers 2017 Released

CaseWare Working Papers 2017 Released

  • Jamie Black
  • 21 July, 2017
  • What's New
  • minute(s)Software: Working Papers Prior Version: 2016.00.181 New Version: 2017 Release Date: Ongoing A new version of CaseWare Working Papers is currently being rolled out on a staged basis to users.  Remember that once you open a Working Papers file in the 2017 version, it cannot be accessed using the older 2016 software. For this reason, all of your staff who collaborate on files in common should be upgraded at the same time. You may have received an email from CaseWare International announcing the release and inviting you to download the installation files.  If, however, you do not have that email, contact the CaseWare Sales department at +1 (416) 867-9504 or sales@caseware.com to request your download. Details: This new version includes many enhancements & fixes: Enhancements related to: Fixes related to: Cloud Integration Cloud Integration SmartSync & SmartSync Sever SmartSync & SmartSync Sever Roles Interface Tracker Imports Performance & Stability Document Management PDF exports Automatic Documents Mapping & grouping Calculations Document Management Cells Automatic Documents   Calculations   Export   Interface   Cells   Graphs     Look for more blog posts and Feature Spotlight articles from FHB in the coming weeks and months talking about the enhancements and improvements in the latest version of the software. 
CaseWare Working Papers 2017 was just released with many fixes and enhancements.
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What You Need to Know about 64-bit Working Papers

What You Need to Know about 64-bit Working Papers

  • Darryl Parker
  • 13 October, 2016
  • What's New
  • minute(s)Recently CaseWare International sent out notification that a new version (2016.00.115) was released in both a 32-bit version and for the first time ever, a 64-bit version. Likely, two questions immediately arise for you: Should I upgrade to 2016 at all?   Which version (32- or 64-bit) should I upgrade to? The answers to both of these question need a bit of consideration. 1) Should I Upgrade to Working Papers 2016?  If you are in the middle of year-end / quarter-end or other significant reporting period - do not upgrade now. Otherwise, the short answer is yes. There are 3 major reasons why: CaseWare Working Papers 2016 has a variety of improvements and enhancements over the prior versions of the software.  You should review the Enhancement tab of the Working Papers page on CaseWare's web site and determine if anything there is a real game changer for the way you use the software. Another important consideration is what other products from CaseWare International you use. Their latest versions may require you to have Working Papers 2016.  For instance, users of the Financials Template who want to upgrade to version 14 must have Working Papers 2016 as a technical prerequisite. Finally, all Working Papers users should keep in mind CaseWare International's technical support policy, which only extends back one major version.  If you are currently using Working Papers 2014 or earlier, you cannot receive technical support. You should strongly consider upgrading as soon as possible. 2) 32-bit or the 64-bit Version? As we recently told you want to be using 64-bit. However, some of you may not be able to with your current computer.  The first step is to check whether you can run the 64-bit version.  If you are not sure how to check yourself - ask one of the FHB consulting team or your own IT department. Now, if you are able to run 64-bit software, Stop. Your current version of Working Papers is 32-bit. That means when it was installed it was almost certainly saved in a 32-bit directory (likely C:\Program Files (x86)\CaseWare). If you install the 64-bit version into this directory, the upgrade will run as expected. Your IT department may wish to install it in 64-bit location (C:\Program Files\CaseWare). If they do this, the 64-bit version will not replace your 32-bit version. You will wind up with a second version of Working Papers alongside the existing version. That can be confusing! Further, all your templates are installed in the 32-bit version directory and don't get moved to the other directory. If IT wishes to install into the 64-bit location the approach is simple: Repackage all templates Uninstall all templates after verifying your CWP files Uninstall 32-bit version of Working Papers Install 64-bit version of Working Papers Re-install templates into 64-bit path If you have any questions or concerns about the upgrade procedure, contact the FHB consulting team and we'll be happy to discuss!
CaseWare has released a 64-bit version of Working Papers. This is excellent but some consideration is required for a smooth upgrade.
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LGDE Simplification for your BC Local Government

LGDE Simplification for your BC Local Government

  • Tricia Fraser
  • 01 September, 2016
  • What's New
  • minute(s)We are happy to announce the release of a new member of our CaseWare Add-On Tools family. In addition to the requirement to present PSAB compliant statements, British Columbia Municipalities and Regional Districts must prepare the LGDE (Local Government Data Entry forms). This is annual requirement for BC local governments (under Community Charter section 167(4)) to be submitted to the Inspector of Municipalities. Unfortunately for those of us preparing this annual information, very typically we find that the grouping / presentation of information for the LGDE is substantially different from PSAB standards. FHB’s LGDE Automation Tool provides groupings to facilitate the simplification of the LGDE preparation. It also includes a complete package of leadsheets tied to these groupings which allow you to verify balances, add supporting working papers, reference and then sign off on your work on a line by line basis. Finally our tool replicates the data entry forms to facilitate easy data entry into the Ministry's website. Unfortunately the Ministry will not allow us to automate the upload of these values but our Automation Tool will help alleviate the agony experienced in painstakingly trying to prove agreement between your audited financial statements and the LGDE. Those ‘last minute’ adjusting journal entries from the auditor will no longer be an issue, just post your adjustments in the Working Paper File and the effects will roll out across your financial statements, notes, schedules and LGDE balances! 
The annual LGDE requirement for BC local governments can be largely automated with CaseWare Working Papers and our add-on tool.
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Version 14 of CaseWare Financials Released

Version 14 of CaseWare Financials Released

  • Darryl Parker
  • 30 August, 2016
  • What's New
  • minute(s)CaseWare Financials 14.00  Software: CaseWare Financials  Prior Version: Financials 13.00 New Version: Financials 14.00 Release Date: August  23, 2016 There have been significant changes to the existing features. Here's a list some of the more noteworthy items: 1. For those reporting under GASB new cash flow worksheets by major/minor funds has been added: Statement of Cash Flows Proprietary Funds Non-major Enterprise Funds Combining Statement of Cash Flows Internal Service Funds Combining Statement of Cash Flows 2. New functionality in libraries: Tagging content to industries is now available for Template authors. See more… Content for additional statement areas can now be based on standard statement libraries. 3. DIY Tables Enhancements The Table Column Properties dialog now has a new Auto fit all columns option to redistribute column widths among remaining columns in a DIY table with skipped/hidden columns. See more… A new Switch entity/mapping selector locations option is now available to switch the location of the entity and mapping selectors in a DIY table.See more... The Replicate DIY table option has been expanded to support note and section libraries. See more... For a comprehensive list of new features and updates visit the CaseWare site here.
CaseWare Financials 14.00 was released last week. Here's a list of some of the prominent new features and major changes to the software.
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2016 CaseWare Working Papers: Talk to IT Now

2016 CaseWare Working Papers: Talk to IT Now

  • Darryl Parker
  • 10 August, 2016
  • What's New
  • minute(s)On July 20, 2016 CaseWare Working Papers users started to receive email notifications that Working Papers 2016 was released and available for download.  The annual release is much-anticipated, and for those of us who have been around the CaseWare world for a few years, perhaps somewhat routine. But the latest release email has some very important technical information that could have implications for your use of the software.  If you ignore this and fail to take action, you could find yourself with a significant technical problem next year. We summarize the issues into two categories. 1) Today you WANT to be on 64-bit Windows Contained in CaseWare International's announcement was the fact that within a few months we will have a 64-bit version of Working Papers 2016 available to us!!! Not excited by that?  It's a technical matter that your I.T. department will appreciate.  For many years now we've all been using computer hardware that can hold and manage very large chunks of memory, but we've been using software that can't take advantage of it.  With the replacement of our older 32-bit software with the newer generation 64-bit software, we'll be able to hold a lot more information in our computer's RAM. More RAM on your computer likely means more RAM for CaseWare which translates to better performance in certain scenarios and ability to store and process much larger data sets. To utilize the new 64-bit release of Working Papers you need to be running a 64-bit version of Microsoft Windows. If you are still on a 32-bit version of Windows, you will not be able to realize the benefits. 2) Next year you MUST be on 64-bit Windows In the email announcing the Working Papers 2016 version, CaseWare made an important statement that is especially important to people currently using a 32-bit version of Microsoft Windows. Starting with the 2017 release of Working Papers, CaseWare International will only offer a 64-bit version.  No 32-bit version of the software will be available. If CaseWare International follows through with their currently-stated position, some of you may find yourself unable to upgrade to Working Papers 2017 until you get a 64-bit version of Windows. Start the Conversation with I.T. NOW In some organizations, especially large ones with dedicated I.T. departments, the decision to upgrade Microsoft Windows is a major one, and does not happen quickly. There is usually an extensive review, testing and deployment project that you should discuss with them NOW.  Don't leave this conversation until you get that 2017 release email telling you that you cannot install the new version on your computer. A good way to start is to forward this blog post to your I.T. department right now. Want to provide I.T. with our recommended hardware configuration so you can use the 64-bit version of CaseWare? We wrote an article for just this purpose! F.H. Black & Company Incorporated will continue to follow this important development in the Working Papers ecosystem and update as we learn of changes.
Learn the significance of CaseWare's 64-bit announcement for Working Papers 2016 and 2017.
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CaseWare Working Papers 2016 Released

CaseWare Working Papers 2016 Released

  • Jamie Black
  • 04 August, 2016
  • What's New
  • minute(s)Software: Working Papers Prior Version: 2015.00.192 (Release 3) New Version: 2016.00.065 Release Date: Jul 20, 2016  A new version of CaseWare Working Papers was released last week. We recommend our clients schedule the update. Remember that once you open a Working Papers file in the 2016 version, it cannot be accessed using the older 2015 software. For this reason, all of your staff who collaborate on files in common should be upgraded at the same time. You may have received an email from CaseWare International announcing the release and inviting you to download the installation files.  If, however, you do not have that email, contact the CaseWare Sales department at +1 (416) 867-9504 or sales@caseware.com to request your download. Details: This new version includes many enhancements & fixes: Enhancements related to: Fixes related to: Issues Copy Components Excel Export Check In/Check Out Annotations New File Adjusting Journal Entries PDF Export Mapping and Grouping Excel Export Year End Close Annotations Document Manager Calculations Connector Add-on Imports Automatic Documents Document Manager Calculations Automatic Documents Export Packager  Interface Calculations  Cells Cells  Graphs Exports   Look for more blog posts and Feature Spotlight articles from FHB in the coming weeks and months talking about the enhancements and improvements in the latest version of the software. 
CaseWare Working Papers 2016 was just released with many fixes and improvements.
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