Learning outcomes of Case Study 2

Learning outcomes of Case Study 2

Learn to Prepare Simple Financial Part A (Current and Fixed Assets Section) 

Learn to Prepare Simple Financial Part B (Liabilities and Equity Section) 

Download the excel file to practice Case Study 2 - Prepare a simple Financial Statements 

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: 

1. Prepare a new CW File for ABCD Inc. The year end is December 31, 202X

2. Import the Trial Balance file into CW 

3. Create a new CaseView Document – Draft Financial Statements for the Client


CaseView - Financial Statement Training/Templates

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General Information

Presentation Slides & Case Studies - Preparing Financial Statements using CaseView

CaseStudy 1 - Walkthrough of a REAL Financial Statements in CaseView

Case Study 2 - Prepare a simple Financial Statements

Case Study 3 - Prepare a simple Balance Sheet and Income Statement

Case Study 4 - Preparing Financial Statement using Tables and Mapping numbers

Case Study 5 - Prepare a Balance Sheet using Tables and Mapping numbers

Case Study 6 - How to insert a Auto Rounding functionality in the Balance Sheet

Case Study 7 - How to Sort Financial Statement line items

Case Study 8 - FS Notes - How to insert Note numbers and Cross references

Case Study 9 - Prepare a Complete set of Financial Statements for a NTR engagement

Case Study 10 - Prepare Balance Sheet, Income Statement, Retained Earnings and Notes to FS