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Your Guide to CaseWare 2015 Ribbon Navigation

Your Guide to CaseWare 2015 Ribbon Navigation

  • Jamie Black
  • 10 March, 2016
  • What's New
  • minute(s)Last fall we blogged about CaseWare’s move from menu to ribbon navigation in Working Papers 2015 . Read the blog entry here: CaseWare 2015 User Interface: Why move from menu to ribbon. At that time, to reduce frustration, headaches, and inefficiency caused by the changes, we offered a training session on the new interface. If you weren’t able to join us for the webinar, you can download our guides, CaseView 2015: Ribbon Navigation and CaseWare Working Papers: Ribbon Navigation.   These visual guides will walk you through the changes so you can make the most out of the ribbon and ensure you remain an effective CaseWare user. You can download them both right here.
Smooth your transition to CaseWare 2015 and the new Ribbon Navigation with our free downloads.
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CaseWare Now Officially Supports Office 2016

CaseWare Now Officially Supports Office 2016

  • Darryl Parker
  • 09 March, 2016
  • What's New
  • minute(s)Good news for those of us committed to staying up-to-date with technology: CaseWare International has announced that CaseWare Working Papers, CaseView, and Connector now official support the current version of Microsoft Office - Office 2016. We made a big deal about the importance of ensuring compatibility among your mission-critical software in a recent blog post. For us and many of our clients, CaseWare Working Papers is the cornerstone of the software on our computers, and so we held back from upgrading to Office 2016. Note that the compatibility is only officaly supported if you have Working Papers version 2015.00.164 and above, and Connector version 2015.00.050 and above. More good news: both the 64-bit and the 32-bit versions are fully compatible. Read more at CaseWare International's knowledge base article. Office 2016 comes with a refreshed user interface and better integration with internet services such as the new Smart Lookup feature. But for most users, the real wins are the improvement in sharing and collaboration. It's now more seamless co-authoring a document or analysis with your team members, but also moving from your desktop to your tablet to your smartphone is a smooth and simple process. Now that conference season is upon us and we want to be as efficient, effective, and reliable as possible in our travel, Office 2016 has some real benefits for staying productive in airport lounges and hotel rooms. You can read more about what's new and think about whether you should upgrade here at Microsoft's website.  
CaseWare Working Papers, CaseView and Connector now support Microsoft Office 2016
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2015 FIR Automation Tool (Alberta version) Released

2015 FIR Automation Tool (Alberta version) Released

  • Darryl Parker
  • 19 February, 2016
  • What's New
  • minute(s)Municipal government finance departments have another way to leverage their investment in CaseWare Working Papers by automating their Municipal Financial Information Return ("MFIR"). Each year, F.H. Black & Company Incorporated helps a number of governments across the country prepare not only their annual audited financial statements, but also other mandatory provincial reporting such as Alberta's MFIR.  This week, FHB released the 2015 FIR Automation Tool (Alberta Edition)  to assist in calculating the balances that appear in that Excel template using the same trial balance which generates the financial statements. Why Automating the MFIR with CaseWare is Important One of the hardests tasks in preparing the Financial Information Return is ensuring agreement with the audited financial statements. Hisotrically, every change arising from the audit had to be painstakenly chased through all of the schedules of the MFIR. That last minute adjusting entry from the auditor doesn't pose a challenge any longer. Just post the adjustment in your Working Papers file, and see its effect ripple through your financial statements, notes and schedules, as well as the related items on your automated FIR schedules. Changes in the 2015 MFIR Minimal The Ministry publishes a manual each year for the MFIR which notes any changes to the MFIR compared to prior years.  Luckily, this year there are no changes to the MFIR Excel template at all - it is literally exactly the same set of lines and columns as the 2014 veresion of this report. The manual does note one important change to accounting policy: Liabilities for Contaminated Sites (PS3260). However, that change in policy will have an impact on the liabilities you report - not the format of your reporting them (at least with respect to the MFIR). Want to learn how you too can automate the MFIR? Sign up for one of our upcomming webinars to learn more. 
the 2015 version of the FIR Automation Tool for Alberta municipalities has just been released.
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CaseWare Working Papers Update (164) Released

CaseWare Working Papers Update (164) Released

  • Jamie Black
  • 15 January, 2016
  • What's New
  • minute(s)Software: Working Papers Old Version: 2015.00.142   New Version: 2015.00.164  Release Date: Jan 07, 2016 A CaseWare Working Papers update was released last week. We recommend our clients update immediately. Details: This is a maintenance update that includes many improvements & fixes to numerous features: Excel Exports Imports Tax Integration - US & Canada Adjusting Entries Lockdown Check In/Check Out Installation Automatic Documents Document Manager You can access the update here. Subscribe to this blog and receive current CaseWare updates.
CaseWare Working Papers update (164 ) released with many fixes and improvements
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2015 CaseWare Refresher Course: Guarantee yourself a Faster Year End

2015 CaseWare Refresher Course: Guarantee yourself a Faster Year End

  • Jamie Black
  • 14 January, 2016
  • What's New
  • minute(s)Can you believe it is almost that time of year again? Where did the year go?  It may have been 10 - 12 months since you last looked at CaseWare and you may well have repressed all of your memories of the prior year-end! To ensure you are ready and prepared to face the year-end season and beyond, we offer a 2-hour online course designed to re-acclimate you to CaseWare and cover any new features that may have been added since you last used the tool. We will be hosting our annual “CaseWare Refresher Course” on January 22nd, 2016 from 10:00am - 12:00pm Pacific. This training will ensure you are prepared for the coming busy season and help you achieve a faster year-end. Topics to be covered include:  What’s new in Working Papers 2015 and Financials Template v1 Performing a year-end close on your Working Papers file Validating roll-forward of statements, schedules and notes Importing 2015 general ledger balances Assigning map numbers and consolidation structure to new accounts Questions from the attendees! It is free-of-charge to all our clients currently on an unlimited support contract.   If you are not on an unlimited support contract, the course is $150 plus tax per person. 
Refresher training to ensure you are ready for your 2015 year-end
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CaseWare Financials Print Preview Hotfix Released

CaseWare Financials Print Preview Hotfix Released

  • Jamie Black
  • 12 January, 2016
  • What's New
  • minute(s)Software: CaseWare Financials  Version Affected: Financials 13.00 Announcement Date: January 4, 2016 CaseWare International has recently been made aware of an issue where the financial statements stop working when print preview is accessed multiple times in very specific circumstances. The issue is related to the use of the Format 4: Detailed tables of contents and the addition of external documents (e.g. PDFs, Word or Excel) into the financial statements. If you are using version 13 of the Financials template and the Format 4: Detailed tables of contents, a hotfix is available to ensure that you will not encounter this problem. You are able to determine which version of the Table of Contents you are using by navigating to the Table of Contents tab and verifying that the Configuration button in the Properties grouping is present. If the Configuration button is displayed, please contact support@caseware.com to receive the hotfix created to resolve this issue. Subscribe to this blog and receive current CaseWare updates. 
CaseWare Financials hot-fix released to address specific print preview issues in version 13.
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Working Papers Update Released

Working Papers Update Released

  • Jamie Black
  • 25 November, 2015
  • What's New
  • minute(s)Working Papers & Working Papers SmartSync 2015.00.157  Software: Working Papers & Working Papers - SmartSync Old Version: 2015.00.152  New Version: 2015.00.157 Release Date: Nov 24, 2015 Details: This enhancement  includes numerous improvements and bug fixes including that improve performance and reliability.  You can access the update here (click on the Enhancements tab) Subscribe to this blog and receive current CaseWare updates.  
New version (2015.00.152) of Working Papers 2015 released
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New Version of CaseWare Financials Released

New Version of CaseWare Financials Released

  • Darryl Parker
  • 22 October, 2015
  • What's New
  • minute(s)Software: CaseWare Financials  Old Version: Financials 12.00 New Version: Financials 13.00 Release Date: July 27, 2015 There have been significant changes to the existing features. Here's a list some of the more noteworthy items: 1. The Knowledge Library now uses a ribbon interface Template content authors have gotten used to switching contexts between the library interface and the financial statement interface. CaseWare has unified the design of the two interfaces, although as before there are important differences in the two ribbons due to the different tasks to be performed in the two contexts. Read more... 2. New ways to create and manage custom themes (stylesheets) While working in the library, you can now save any user specific changes to a new custom style sheet that can be shared between other users. Read more... Template content authors can now create custom stylesheets directly from their work in the knowledge libraries. The Styles and Formatting dialog enables you to update the appearance of the entire financial statements, selected areas, or a specific paragraph, column, row, or table. You can also use the Styles and Formatting dialog to update the style on which your cursor is selected to a themes. Read more... Financial statement preparers can now update their custom stylesheet with their work from in the financial statements. 3. Can re-assert the Template standard settings in the financial statements. As a firm author, you can apply the default settings from the CL- Organization Standards document in to the financial statements. Read more... Users can now apply the standards configured in the Organization Standards (CL) document, overwriting any changes made directly in the ribbon of the statements. 4. Big changes to the interface for tables and table columns Financials provides the ability to modify the properties of any table in the template. Advanced CaseView users will be familiar with the properties in the Table Column Properties dialog, as many of the options are available in the CaseView Table menu when Properties is selected. Read more... There has been a redesign of the interface for tables and table columns. For the most part the features are unchanged but the interaction is more efficient and with a modern look and feel that integrates better with the other visual elements of CaseView and the Financials template. There are some major new features worthy of your consideration: 1. Monthly Management Reports The Monthly Management Reporting feature will assist users in generating monthly management reports to stakeholders about the performance of the organization. The information in the reports is derived from financial data and will demonstrate trends in the organization as well as how the organization is performing in relation to its budgets. Read more... CaseWare has added pre-written content and tools to assist in the preparation of monthly reports designed to assist in management of your organization. 2. Management Discussion and Analysis Management Discussion and Analysis feature will assist corporations and governments to produce the Management Discussion and Analysis section of the Financial Statements to stakeholders. Read more... CaseWare has added pre-written content and tools to assist in the preparation of the Management Discussion and Analysis (MD&A) section of your financial report. At the time of writing, the documentation and information about this new feature is relatively sparse. For a comprehensive list of new features and updates visit the CaseWare site here. 
CaseWare Financials 13.00 was released at the end of July. Here's a list of some of the prominent new features and major changes to the software.
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Working Papers SmartSync Update Released

Working Papers SmartSync Update Released

  • Chris Luttrell
  • 19 October, 2015
  • What's New
  • minute(s)Software: Working Papers - SmartSync Old Version: 2015.00.142 9 (Release 2)  New Version: 2015.00.142 9( Release 3)  Release Date: Sep 01, 2015 Details: In a previous blog post, Darryl Parker (our Implementation Manager), warned us against rushing to upgrade our work computers to Windows 10. Here’s an example of why… Earlier versions of Working Papers 2015 had file synchronization issues with the newly released Windows 10 and all versions of CaseWare Cloud and SmartSync Server (SSS) This update fixes the problem. Update your SmartSync 2015 to version 2015.00.142 (Release 3). You can access the update here. Subscribe to this blog and recieve current CaseWare updates.
Windows 10 Compatibility Issues with Working Papers SmartSync Server and CaseWare Cloud. We have the solution.
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CaseWare 2015 User Interface: Why move from menu to ribbon

CaseWare 2015 User Interface: Why move from menu to ribbon

  • Jamie Black
  • 10 September, 2015
  • What's New
  • minute(s)Working Papers 2015 uses a ribbon-based interface.  Why is this better for you and your team? "A user interface is the language a program uses to communicate to a user what it is capable of." -Jensen Harris, User Experience Developer Microsoft  To understand the Why of CaseWare's recent upgrade, consider Microsoft Office. For Office, top level menu structures were set way back in 1992.  In the first version of Word, there were less than 15 menu items. More than twenty years later, in 2003, the top menu selection was the same, despite all the increases in technology. It was the dropdown menues and toolbars that experienced upgrades. Ultimately there were movable menus, animated office assistants, and personalized or intelligent menus that changed their content and ordering every time they were clicked.  From the birth of Word to 2003, menu items increased from 15 items to 19 task panes and 30 tool bars featuring hundreds of items to navigate! In 2003, Microsoft’s user experience design team heard time and time again that the user interface (menu layout) was “good enough”, but each upgrade added more complexity. Ultimately, the product and users were being limited by the menu style interface.   What did this mean? menus and toolbars were designed for simpler program function and far less full-featured programs; that twenty to thirty years after the toolbar first made its appearance in the user interface, it was no longer practical.   all the task panes, menus and toolbars were making the usable document windows smaller and smaller. The solution - Microsoft introduced the "Ribbon" to their Office products. It evolved out of tons of research and innovation, evaluation and redesign.  It improves discoverability of the features and simplifies use of the product. To see Jensen Harris, the developer of the Office Ribbon share his story, click here. The ribbon is now considered a very successful shift BUT the ribbon release was not met with universal approval.  Long-time Office users found it difficult to learn new ways to get to their end destinations, it was like re-learning how to use Office from scratch.   CaseWare Adopts Ribbon in 2015 Much of the Microsoft story could be shared by CaseWare International.  What started as a DOS-based program in 1988 has evolved over the last 25 years to become a full-featured, multi-faceted, robust software.  The simple top menu style of navigation was no longer adequate to meet the end-users' needs. In fact it could be said that it impaired users.  Notice how much better the CaseWare Ribbon (above) is. It logically groups common features and the icons increase understanding of what the feature does.  This year, CaseWare Working Papers users may experience the same frustration that Office 2007 users did. Users may have to take a step backward to move forward; to relearn how to navigate the software in order to utilize its full potential.  To reduce frustration, headaches and inefficiency caused by this change, we’ve created a training session on the new interface and the most important new and improved features to get you ready before you install. Attending this 2 hour session will provide attendees with: Training on all the major new features  Detailed review of the new interface A map showing where features and options moved to in the ribbon A recording of the training session for review up to 90 days later This Webinar has now passed. Why not sign up for notification of future Webinars and Training sessions?  You'll be the first to know of upcoming sessions.
CaseWare Working Papers 2015 update to ribbon-based user interface
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