12 Tips for Efficient, Effective and Reliable Business Travel
- Jamie Black
- Best Practices
- minute(s)Whether you love it or hate it, business travel is often an important part of the job. This article is one in our series on how to ensure you are efficient, effective and reliable. So we ask: How do you spend as little time away as possible and make the time away as efficient as possible? How do you ensure that the many hours spent on the road are as effective as possible? How do you make sure you achieve these results reliably on every trip? Below we provide a dozen tips and tricks you can utilize to accomplish this goal while traveling. Improve Reliability Have you ever missed a flight because you thought it was at 10pm not 10am? Ever just barely miss the cut-off for check-in because you were stuck in traffic? Never be a no-show at your important meetings again with a couple little tricks. Use packing checklists. Different trips have different requirements so I recommend 3 checklists that can be used or ignored depending on the type of trip. Work Tools. I use this one while I'm packing up the office so I keep it with my laptop bag. It lists all the devices, power cords, cellphone, cellphone charger, wireless pointers etc. that I normally need. Clothes. As you might imagine this is going to be useful while going through your dresser. To ensure I never show up at a conference with only white socks again, I make sure that I list off all the items I need to guarantee a professional appearance.The list is sub-categorized into Business / Casual / Work Out. Toiletries. While ransacking the bathroom I use this list to make sure I don't get to the hotel with shave cream but no razor. Always check-in as early as possible. While online check-in has been available for a while now, smart phones allow you to easily check in for your flight up to 24-hours before departure online - from anywhere. It will save you time standing in line, and in the event that the cab is late getting you to the airport, it increases the likelihood (along with taking only carry on bags) you still get on the plane. Store boarding passes securely. Once you check in, use a smart-phone application (Passbook for my iPhone or you can try one of many options on Android) to store your boarding pass. This application allows you to automatically add the flight to your calendar (with an alert set early to allow for travel time). It also prevents accidentally deleting the email from the airline that has your boarding pass. I have done this a half a dozen times or more, which means I have had to head back to the check-in counter and get a new boardpass printed, wasting all my early check-in time savings. Maximize Effectiveness Guarantee good Internet access. Having a strong Internet connection is a must while traveling. Whether sitting in the airport or a hotel room, it can be hit or miss. Some grant free access throughout the building, while others require you to purchase it. In either case, their Wi-FI is often very slow and unreliable. For Canadians traveling across Canada a better option may be to use your own provider while on the road.If you are a Shaw or Bell Internet subscriber for your home or business, you can access their Wi-Fi networks for no charge. Shaw has 70,000 Wi-Fi hotspots across Western Canada and Bell has what appears to be nearly 10,000 across the entire country, including airports and hotels. If you are traveling internationally or are not a Canadian traveler, consider signing up for Boingo (currently advertised at $10/month). This is an International wireless service that is available in terminals around the world. With Boingo's 1 million hotspots worldwide, you'll be nearly guaranteed to have Internet access in any terminal. Take advantage of airport lounges. Frequent fliers benefit from the use of Airport Lounge Access like the Maple Leaf Lounge by Air Canada. These lounges offer a business service centre, refreshments, magazines, and a refined area to work or relax. Even if you aren’t a "Super Elite" frequent flyer, you may be able to access these lounges with a purchased day pass. Want to cut out the pain of trying to negotiate the myriad of options and requirements airport by airport? If you travel frequently you may want to consider either the Regal Card or Priority Pass. These services give you access to their lounge network worldwide. For example, Regal Card boasts 830 (Priority Pass is 850 World Wide) lounge locations worldwide as well as a number of other benefits. Here is one (although potentially biased in favour of Regal Card as it is from their site) comparing these two competitors: Work on-line while in the air. Wi-Fi while in the air is now becoming more common too. American, Alaska, Delta, Virgin & even Air Canada are offering WI-Fi on some of their flights so be sure to watch when you book so you can take advantage while in the air. Catch-up on your reading. Have you heard of Texture yet? If you have a tablet (phone is too small a for me) it is an incredibly good way to stay on top of your business (or personal) magazine reading. I have been very impressed with the ease of downloading magazines (including back issues), searching for and sharing articles. I used to think I did not have time for the 5 - 10 magazines I subscribe to. Now, one flight and I am all caught up! Increase Efficiency Simplifiy travel arrangements. By now, I am sure nearly everyone has used an online booking systems of some sort. From Airline specific sites (Air Canada, West Jet, American Airlines) to those that allow for comparing flights and adding on hotel & car rental options (Expedia & Travelocity are examples) there are almost too many options. One service that provides some unique features that many folks don't seem to know about is Google Flights. As you would expect, their service searches across all airlines at once (saving time) but it gives you many handy features to look at the numerous travel options you have. For example, you can see the lowest prices in a calendar view, identifying better travel options (assuming you have some flexibility in your dates of travel). It also gives you many options to filter out the options it returns. For example you can opt to only view those options with 1 or fewer stops, connecting through Calgary where Departure time is between 10am and 1pm. Finally if you don't see any great options for that airport, the map view shows you alternate nearby destinations and their cost. You note in this example I would save about $45 by flying into Detroit instead of Toronto, and considering I am visiting a client in Windsor, it would likely be a better option. Carry-on only. Unless you're going to be gone for an extended period of time, consider not checking luggage so you do not have to hang around the baggage carousel and instead can jump in the first cab (before the line forms). For up to a 5 day trip, a computer bag and carry-on baggage should be more than enough. This allows you to skip the lines at the baggage counter. Want to make your life easier? Consider a new carry-on that is designed to be as effective as possible. Better yet, consider smart luggage that comes with location tracking, a built in scale and remote locking! Pack for Screenings. The one part of plane travel that takes the most amount of time is the security screening. Speed up this necessary step by making sure to have all your liquids in one container that you can easily remove from the carry-on. This holds true with computers and tablets. Also, wear slip-off shoes so you can remove them without issue. All of this makes walking through security as easy as possible. Take Advantage of Frequent Travel Programs. Traveling for work? That doesn't mean you can't sign up for frequent traveler programs and collect the points yourself. No need to let those go to waste. Plus, if you travel a great deal, try to focus on using the same airlines, hotels & car rental agencies. You'll eventually land in an elevated class, which allows for earlier boarding (start working on the plane faster), the chance at seat, room & car upgrades, and potential access to airline lounges for free. Ship everything you can't fit in your carry-on. Do you have materials for your business presentation? Trying to bring these along with you is just going to slow you down, and increase stress levels. Pre-shipping well in advance often this saves you time and money, allows you to avoid carrying the large packages around, and it simply makes travel easier and more efficient. Bonus tip: Keep cell phone and hotel keys apart. The battery from a cell phone can easily deactivate the magnetic strip on your cell phone. There is nothing more frustrating than getting to your room late (usually with your arms full) and finding your room key doesn’t work. Sign up for our Blog and continue to receive updates and news from F.H. Black & Company Incorporated.
Business travel on your 2016 calendar? Make your time away as efficient, effective and reliable as possible with these business travel tips.
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University of the Fraser Valley Automates Financial Reporting
- Jamie Black
- Success Stories
- minute(s)In the beautiful Fraser River Valley, just east of Vancouver, British Columbia, lies the University of the Fraser Valley (UFV), a fully accredited, public university enrolling approximately 15,000 each year. UFV is consistency ranked as one of the top universities in Canada by the Globe and Mail’s Canadian University Report. In addition to its main campus, the University supports four satellite campuses throughout the region and has a growing presence in Chandigarh, India. UFV implemented CaseWare Working Papers and ASPE Financials as part of an effort to automate and streamline its financial reporting. University Enrolls CaseWare UFV first saw Working Papers demonstrated at a finance conference, where CaseWare consultants F.H. Black & Company Incorporated were highlighting the success of another university’s experience with the solution. “We had heard of CaseWare, of course,” says Nicole Adams, CGA, the Associate Director of Finance for UFV. “As an accountant, I know its reputation well. Many Canadian accountancy firms use CaseWare. Until then, though, we hadn’t really thought of its application to a university like ours. It’s actually a good fit for us.” Style and Substance Like many institutions, UFV relied on spreadsheets and text documents to produce its financial statements. And like many institutions, it struggled to ensure that the reports produced in this way were accurate and properly formatted. Adams says the university has seen a huge improvement in the professionalism of its financial statements. “There is consistency in fonts, columns, spacing, and tables that was very hard to maintain in Word® and Excel®. The statements truly look great.” While the overall appearance of the financial statements is important, accuracy is the critical factor, and using Working Papers gives the university even greater confidence in the quality of its statements. “Adjustments are simple to complete and flow automatically through the statements so we’re assured everything is updated correctly,” explains Adams. “Our schedules and working papers are linked to the statements which efficiently organizes the statements and supporting documentation in one place.” PSAB Compliance Simplified In addition to the university’s desire to automate and streamline its financial reporting tasks, it was facing a required transition to the Public Sector Accounting Standards (PSAS), necessitating significant changes to the way it had been presenting its financial statements. In order to meet transition deadlines, UFV engaged F.H. Black & Company Incorporated to assist with the implementation of Working Papers and to customize the templates to accommodate the university’s Public Sector Accounting Board (PSAB) compliant financial statements. “It went very smoothly,” Adams recalls. “F.H. Black & Company Incorporated understood our goals and objectives and got us operational very quickly. We continue to receive excellent support from them. They go above and beyond to assist us.” Year-Round Value In addition to the annual financial statements, UFV has leveraged its investment in and knowledge of the solution to help produce quarterly reports as well. The university downloads trial balance data from its SCT Banner® accounting system and uploads that data into Working Papers. “We can then produce a quarterly balance sheet and statement of operations,” says Adams. “CaseWare is proving to also be a great tool for interim reporting and being able to use it in this way streamline quarterly reporting requirements.” Time Savings With the efficiencies provided by CaseWare, UFV is able to quickly respond to auditors’ questions and efficiently make late period adjustments. “We’ve shaved a lot of time off the creation of the statements themselves as well,” says Adams. “We can have draft-ready financial statements in just a couple of days.” Adams concludes, “We consider the implementation of CaseWare for our financial statements and supporting documentation a complete success.” F.H. Black & Company Incorporated has helped dozens of governments, universities, large corporations and accounting firms automate their financial reporting tasks. Interested in learning more about what CaseWare Working Papers could do for your organization?Take the first step and sign up for a webinar today.
University of Fraser Valley uses CaseWare Working Papers to automate PSAB financial reporting
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2015 FIR Automation Tool (Alberta version) Released
- Darryl Parker
- 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 Tips and Tricks: 5 Steps to Solving Out of Balance Issues
- Jamie Black
- Tips and Tricks
- minute(s)Everyone responsible for financial reporting wants as fast and as simple a quarter-end or year-end as possible. Your organization uses CaseWare Working Papers specifically to achieve this goal. It has many excellent tools to prevent mistakes and reduce the time invested by your finance team. It is THE tool that makes finance look good and prevents them from having to spend their evenings and weekends in the office. An obvious prerequisite for this faster financial reporting is starting off with good data. No system, no matter how amazing, is going to help if we start off with a GL that doesn't balance. As a result, another of our CaseWare Tips and Tricks is to immediately confirm the GL in CaseWare Working Papers foots to zero when you have completed importing your account balances. To do this, click on the Trial Balance button on the Navigation toolbar. Now look at the very last line (note it may take a moment to calculate if you have a very large GL). It should appear like this: Depending on your budgeting practices, it may be the case that your budget values may not foot to zero so in this case, a non-zero balance in the budget column could be acceptable. But what if one or more of the "actual" columns do not foot to zero? Step 1 - Repair File On occasion - typically due to either a crash of a work station or a network interruption - your Working Paper's file may need a recalculation. This is essentially what the Repair File feature does. On the Tools tab of the Ribbon, select Repair File. Click all the boxes and select OK. Working Papers will prompt you to make a back up of your data file. We strongly recommend you to say "YES" to this prompt. The repair file may take a few moments, and you will see a number of progress bars appear on your screen. Once completed, go back and review the totals at the bottom of the Working Trial Balance and see if they are now set to zero. If they are now all set to zero, you are able to carry on with the month / quarter / year end. If not, continue on to step 2. Step 2 - Determine What is Out of Balance Review the total row of the Working Trial Balance and note exactly which columns do not equal $0.00. Budget Column If it is the budget column, as we mentioned above, you may not have a problem. Adjustments Column If the Adjustments column does not foot to zero, it means one or more of your adjusting entries are not in balance. You can quickly find these entries by choosing Diagnostics from the Tools tab of the ribbon. Set the Report type to "Out of Balance Entries," choose the 1st option and click the OK button. Any entries that are out of balance will be listed and you can now review and correct them. Opening Balance Column If the column that is out of balance is the Opening Balance column, there could be a number of causes and further investigation is warranted. One thing to be aware of is that this column is editable. Meaning we can not exclude the possibility that someone modified one or more accounts intentionally or otherwise. With this one point in mind, we encourage our clients to see if there are other discernible causes. Step 3 - Sum balance columns in Excel Most of our clients import their end-of-period balances into the Opening Balance column of Working Papers from a Microsoft Excel file, and the remainder of this guide is written based on that common scenario. If you're out of balance after Working Papers generated an opening balance as part of the year-end close process, or if you are importing the Opening Balance directly from an accounting package, contact us to help in troubleshooting your file. When you have populated the Opening Balance column via an import from Excel, it makes sense to check the Excel file to confirm that the balances being imported were good to begin with (i.e. sum to zero). If the Excel file is also out of balance, there could be a number of causes. To start, determine if there is a setting in your ERP that excludes some accounts from the export to Excel. Even scarier, perhaps the GL in your ERP system does not balance to zero.You will want to check on that too. If the balance columns in Excel do balance to zero, move on to Step 4. Step 4 - Look for duplicate accounts in Excel By default if CaseWare encounters two accounts with the same entity and account number it behaves in a very specific way. To understand, let's consider the following example: In the above example, on import, CaseWare would update the Opening Balance column of account 101 Petty Cash to $200. Then when it comes across the second instance of account 101 (with the same entity) on the fourth row, it will update the balance to $1,000. The result is your Working Trial Balance will be out out of balance by $200. Now you must determine why you are getting the same account multiple times in your Excel file. This will likely require some investigation back in your ERP system. In the event that you determine that it is appropriate to have the same account / entity combination presented multiple times with different values, you will need to modify the import layout file to accumulate balances. On the last page of the Excel File Import wizard titled "Advanced Specifications," you need to enable the checkbox for "Accumulate Balances." With this setting enabled, in the above scenario CaseWare will add together the $1,000 balance and the $200, keeping the Working Trial Balance footing to zero. If you could not find any duplicate accounts in Excel, we are now left with three possible causes: Manual over-ride. Intentionally or unintentionally a balance was changed in the Opening Balance column in CaseWare some time after import. Changed Entity - The entity assigned to an account was changed in CaseWare after import.The reason this is a problem may not be immediately apparent however. Consider the following example: On import account, account 107 was associated with Entity GG. Some time after to import, the entity was changed. You may have done this to move a balance from one of your consolidation entities to another. Imagine you opened the "Assign Entities" interface from the Account Ribbon and dragged 101 from the "GG" entity to the "PS" entity. On re-import, if the Excel file still has the account being assigned to GG, CaseWare will not update the manually changed PS-107. It will instead ADD a "new" account GG-107, thereby throwing the GL out of balance. Omitted Accounts - One of the accounts that has a balance in CaseWare is no longed included in Excel file you are importing. This is a problem because by default, CaseWare only updates account values that are in the Excel file. Thus, if an account is not in the Excel file, the old balance will be retained, throwing your GL out of balance. The solution to all three of these final causes is the same, a re-import done properly. Step 5 - Delete Opening Balance column and Re-Import If you have gotten this far, the final step is to re-import your Excel file. But first, we will eliminate existing balances (Note - now is a great time to take a backup of your CaseWare file!). In the Working Trial Balance, right-click on the Opening Balance column header. Choose "Select Column". Then press the Delete key on your keyboard. This will set every account balance to $0. Now you are ready to re-do your import. 99.9% of the time these steps will guarantee you a balanced GL after the import completes.
CaseWare Tips and Tricks - solve out of balance issues easily to ensure a fast, trouble-free year end
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City of Fort Saskatchewan Automates Financial Reporting With CaseWare
- Jamie Black
- Success Stories
- minute(s)A Success Story from our 2011 Fort Saskatchewan CaseWare Implementation The City of Fort Saskatchewan in the province of Alberta provides its almost 20,000 residents with a multitude of services and programs and receives its $45 million annual operating budget from various sources including property taxes, provincial and federal grants, and user fees. The City’s financial team is charged with many tasks including preparing year-end processes, working papers and financial statements, and is assisted in its tasks by CaseWare Working Papers, and CaseWare ASPE Financials. A Time-Consuming Process Until recently, the City’s staff relied primarily on spreadsheets to assemble the annual financial statements. “We experienced numerous delays preparing the financials,” recalls Mirjam Brett, Finance Director for the City of Fort Saskatchewan. “There were always manual edits and adjustments as we worked to ensure there were no errors. It was an extensive and time-consuming process.” A Favorite Among Accounting Firms The City’s finance team sought to shorten and simplify the entire year-end process. They spoke to colleagues at other municipalities to gain insight from their experiences. “We learned that other municipalities are using CaseWare,” says Holly Omelchuk, Senior Accountant for the City. “And we know CaseWare is used by many accounting firms, including our auditors.” Based on the positive feedback received from colleagues and the product’s reputation, the City moved ahead with the implementation of CaseWare. “We installed the software ourselves but quickly learned that we needed expert advice on setup, and needed training to ensure we used the product correctly and to its fullest potential,” says Mirjam. Expert Advice Enhances Value At a Government Finance Office Association (GFOA) conference, Mirjam met F.H. Black & Company Incorporated, CaseWare authorized trainers and consultants. “We were impressed and asked them to come in and help us,” says Mirjam. “The experience F.H. Black & Company Incorporated consultants have in setting up and using CaseWare is invaluable to us,” notes Mirjam. “The bonus for us was their knowledge and understanding of the internal processes municipalities experience during year-end preparations and the audit. This meant that we didn’t need to spend time explaining how we operate.” Using the import functionality that is built in to CaseWare Working Papers, the City imported its general ledger data and mapped its accounts, recreating the prior year’s financial statements as a test. “It worked! F.H. Black & Company Incorporated provided the training and support to correctly group the accounts, set up the consolidated structure and worked through our year-end process with us,” notes Holly. “Now, our financial statement generation is almost completely automated. We import the data from our accounting software and make all the adjustments in CaseWare,” says Mirjam. “It is much faster to work in CaseWare, easier to troubleshoot and create any on-the-fly reports we need.” All supporting information is scanned and electronically attached to the CaseWare files, eliminating the need for thick file folders of supporting data. Financial Reporting “We feel like we have only skimmed the surface of the power of CaseWare. We plan to utilize it more this year to create monthly financials and quarterly reports. We are looking into using it to help monitor the costs associated with our infrastructure projects.” In addition to using CaseWare to create its annual PSAB-compliant financial statement, the City also is using the software to automate the FIR (Financial Information Return). An unexpected benefit of the CaseWare solution is its role in helping train junior accounting staff members. “They are able to immediately see the effect a journal entry has on the financial statement,” explains Holly. “It helps them understand the logic and relevance of their work.” Cost Savings Mirjam says that CaseWare is saving the City a tremendous amount of time. “Annual report generation used to involve lots of overtime and lots of weekends at the office,” she says. “Since we started using CaseWare, we have reduced overtime.” Holly adds, “It is almost push-button easy. CaseWare is definitely paying for itself.” Now preparing for annual audits is much simpler for the City, and it is anticipated that audit costs will come down in the subsequent years. “Because our auditors also use CaseWare, we can simply hand them a memory stick with our data rather than the stacks of paper files we used to,” explains Mirjam. Recently, Mirjam attended the Western Canada GFOA Conference, and was invited to speak about the City’s experience with CaseWare at the conference. “I was happy to do so. We are very pleased with CaseWare and the efficiencies it brings us,” concludes Mirjam. F.H. Black & Company Incorporated has helped hundreds of municipalities; accounting firms, universities and large corporations automate their financial reporting. Interested in learning more about what CaseWare Working Papers could do for your organization? Take the first step and sign up for a webinar today.
We have helped hundreds of municipalities, accounting firms, universities & large corporations automate their financial reporting. Here is another one.
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Tips & Tricks: Selecting a Measurement System
- Darryl Parker
- Tips and Tricks
- minute(s)In daily life most Canadians regularly switch between Imperial and Metric measurement systems. While we technically use Metric in Canada, many of us only know our height in feet / inches or our weight in lbs but gauge the speed we travel to work in kilometers. As a result, when it comes how we setup and use our computer applications, it is not a given that everyone uses one system or the other. I suspect that for our American cousins, the selection of Imperial is a forgone conclusion. Imperial vs. Metric in CaseView To ensure you maximize the benefits you receive from CaseWare, some seemingly small details can be important. You may not remember it now, but a long time ago you made a choice – whether your CaseView was configured Imperial (inches), or Metric (centimeters). The very first time you open a CaseView document in a new installation of the program, it will prompt you to make your choice: The implications of this decision are lost to many who make it. Although rare, it can be a source of problems in your reports. Often, there is a “right” and a “wrong” answer, but knowing which one it is can take some thought and care since it’s different for each user of the product. Consistency is Key Behind the scenes, CaseView stores all sizes in a special internal format which is different than both inches and centimeters. So no matter what system you choose, there are always conversions going on in the background. And whenever there are conversions occurring in the background, there is the possibility for rounding and truncating of the values. The key to knowing which measurement system is best for you is to consider the history of the CaseView documents you use. What measurement system were they created in? Which setting on your computer will reduce the number of conversions between measurement systems? That's the best one for you and your team. And remember the other people on your team - those rounding and truncating problems can happen inside of your own office if User A is set to use Imperial and User B is set to use Metric. For those of you using documents created or customized by third parties - you may be able to learn the measurement system used in developing directly from them. As a rule of thumb, if you are using CaseView documents from CaseWare International itself, or from F.H. Black & Company Incorporated, the documents will have been originally developed and customized in Imperial Inches, and that is the best setting for your computer. How Bad Could It Be? In truth, you could use the “wrong” setting for a long time before it surfaces as a problem. Almost never is a rounding difference in the thousandths of a centimeter a significant amount of space for your document. Does anyone care whether that cell is 2.500 cm wide or 2.501 cm wide? There is one thing that does care about precise sizes – your printer. The biggest problem I have seen is where tables are configured to exactly and perfectly fill up the available space. Imagine a US Letter piece of paper with exactly 8.5” of width, and with a combined margin space of 1.4”. That leaves 7.1” of printing space for the contents. If the designer builds that document with a table exactly 7.1” wide, the trap is set. When a user configured for centimeters prints that document, rounding and truncating may cause it to appear too wide for the available space. The worst part is that the preference for measurement system is user-specific. So if User A (who has CaseView set to use Imperial) prints the report, everything might look fine. But when User B (configured to use Metric) prints it, the table is too wide to fit on the page and prints incorrectly. The result is an apparently intermittent, recurring issue that leaves end users never knowing what they are going to get. How to Change your Measurement System Changing your measurement system for all of your documents is a simple thing to do - it's just a few mouse clicks. The caveat is that to do it, you must have access to Design Mode in CaseView. For some of the readers of this article, that is not as easy as it sounds. For example, if you use the Financials Template from CaseWare International, you are not allowed to access design mode in any of those documents. With that in mind - the following procedure will work for any user and assumes that you are using Working Papers 2015: Open any CaseWare Working Papers file. For safety, I recommend the Samp01 file you received in your C:\Program Files (x86)\CaseWare\Data folder when you installed the program rather than a real data file, but any Working Papers file will do. Click at the top of your document manager. On the Home Ribbon, in the Insert Panel, click on the "CaseView" item. In the "New CaseView Document" dialog box, fill in a temporary Number, Name, and Identifier, and click the OK Button. Find your new TEMP document on your document manager, and open it. The document will open in CaseView. In CaseView, on the Tools Ribbon, in the Utilities panel, click on the Options item. In the Application Options dialog box, click on the Measurements tab. In the Measurement Units drop-down selection, select the appropriate unit: Inches for Imperial or Centimeters for Metric. Click the OK button. Click the blue "File" menu item to open the Backstage view of CaseView. Click the "Exit" sidebar menu item at the bottom left. Once back on the Document Manager, click on your TEMP document and press the Delete key on your keyboard. In the Delete Document dialog box, click on "Permanently Delete Document". You're done! Every CaseView document you open on your computer from now on will use the measurement system you selected in Step 7 above. Remember - this measurement system preference is per installation of the software. Every member of the team should ensure that they are on the same measurement system to avoid the kind of inconsistencies in printed reports we discussed above.
Tips & Tricks; Learn how to eliminate intermittent errors and set the measurement system in CaseView and which one is right for you.
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CaseWare Working Papers Update (164) Released
- Jamie Black
- 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
- Jamie Black
- 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
- Jamie Black
- 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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Ontario FIR Released for 2015
- Darryl Parker
- FIR
- minute(s)The New Year's holiday is always bittersweet for municipal finance department staff. Holiday cheer and family events, followed closely and harshly by the beginning of year-end season. However, it's particularly tough on our colleagues from the province of Ontario (unless you are like the City of Mississauga), which has the biggest set of provincial ministry reporting in the country . And sure enough today I loaded up the Ontario Ministry of Municipal Affairs and Housing website and the 2015 Financial Information Return is there waiting for us to download and get started. The Ministry says the 2015 changes have been "minimal," but there are some interesting and important items for you to be aware of. What about those changes we've heard about? One of the changes with the 2015 Ontario FIR that immediately grabbed my attention is that the Ministry now requires the nature of cash to be disclosed on Schedule 54 - whether it is restricted, unrestricted or unallocated. Another change that may be cause for celebration for some - schedules 75A, 75B and 75C are no longer required for 2015. Those of us lucky enough to have attended the 2015 MFOA conference in Blue Mountain, Ontario heard lots of interesting FIR news from Jim Simos, the Coordinator of the Financial Information Return for the Municipal Finance Policy Branch of the MMAH. 2015 is the Ministry's pilot year for a revamped submission process. About 15 Ontario municipalities will be participating. Don't worry - Jim and the MMAH have already contacted the participants in the pilot so you should already know if you're affected. We are happy to announce that two of our clients who have automated the Ontario FIR with CaseWare, are participating in this pilot. This will ensure that our tool is compliant with the new ministry changes. For the other 400+ of you, it's business as usual - at least for one more year. Once the pilot is complete and any problems ironed out, get ready for a change to the way you do your 2016 return!
2015 Ontario FIR template was released by the Ministry with some important new changes that finance officers need to be aware of.
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