Learning outcomes of Case Study 5

Learning outcomes of Case Study 5

Prepare a Balance Sheet using Tables and Mapping numbers 

This is a Practice Case – Prepare a Balance Sheet using Tables and MAPPING numbers 

Step 1: Create a new CW File 

Step 2: Use Copy Component function to copy Mapping Numbers from the "Sample File" (included in CW software - go to Data folder) 

Step 3: Import the Trial balance (see attached) - already includes mapping numbers Step 4: Open blank financial statements file in the document manager 

Step 5: Using Tables, Linkage tool and Mapping numbers to complete the Financial Statement  Sample casware file with mapping database.


CaseView - Financial Statement Training/Templates

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General Information

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Presentation Slides & Case Studies - Preparing Financial Statements using CaseView

  • Preparing Financial Statements using CaseView

CaseStudy 1 - Walkthrough of a REAL Financial Statements in CaseView

  • Walkthrough of a REAL Financial Statements in CaseView

Case Study 2 - Prepare a simple Financial Statements

  • Learning outcomes of Case Study 2
  • Simple Financial Part A (Current and Fixed Assets Section)
  • Simple Financial Part B (Liabilities and Equity Section)
  • Download the excel file to practice Case Study 2 - Prepare a simple Financial Statements

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

  • Learning outcomes of Case Study 3
  • Case Study 3 is a Practice Case

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

  • Learning outcomes of Case Study 4
  • Preparing Financial Statement using tables and mapping numbers
  • Case Study 4

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

  • Learning outcomes of Case Study 5
  • Prepare a Balance Sheet using Tables and Mapping numbers
  • Sample casware file with mapping database.

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

  • How to insert a Auto Rounding functionality in the Balance Sheet

Case Study 7 - How to Sort Financial Statement line items

  • How to Sort Financial Statement line items

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

  • How to insert Note numbers and Cross references

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

  • Learning outcomes of Case Study 9
  • Practice Case - Prepare full set of financial statements with prior year comparatives

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

  • Learning outcomes of Case Study 10
  • Case Study 10 - Practice Case - Complex Financial Statement