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