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Ask Our Experts! Fundamentals of CaseView

A one day basic course critical to utilizing word processor and spreadsheet features used in the preparation of financial statements, engagement letters, memorandum etc. This course is appropriate for individuals within the firm/company responsible for development and management of the template. Topics covered include:

  • Basic financial statement template utilization/maintenance
  • Creating Client Documents
  • Formatting
  • Creating cells
  • Working with styles
  • Utilizing tabs and indents
  • Cell linkage
  • Headers/Footers
  • Automatic note numbering
  • Cell functions
  • Tables

Click Here to see the schedule and register!

Learning Objectives:

By course completion you will be able to:

  • Understand CaseView’s report writing features and functionality.
  • Format basic, dynamically linked, letters, reports and financial statements.
  • Understand basic issues relating to the implementation of CaseView within a firm.

Prerequisites:

  • Fundamentals of CaseWare Working Papers or File Preparation training.  *Recommended
  • Working knowledge of the following concepts:
    • Database Structure
    • CaseWare Mapping/Grouping Features
    • Use of Styles in Word Processing Programs
  • Knowledge of word processing and spreadsheet programs is assumed; specifically basic formatting experience.

Course Fees Per Person:

  • Fundamentals of CaseView     $450

Note: Course fees are on a per person basis. If you wish to project the training to multiple participants in your office in a boardroom setting each participant must be separately registered on our course registration site. All course materials are copyrighted and are for the express use of our course participants. No reproduction or re-transmission is allowed.

Cancellation Policy

  • Course content is provided upon your registration. Should you cancel, no refund will be provided. You may, however, transfer to another offering of this course.
  • Should we cancel the course, your registration will be automatically transferred to the next course offering.

Click Here to see the schedule and register!

For more information on CaseView training please contact us.

CaseWare Authorized Instructor
 
© 2010 F.H. Black & Company
36 Roslyn Road
Winnipeg MB R3L 0G6
Canada
204.949.9113
Suite #832
102-15910 Fraser Hwy
Surrey BC V4N 0X9
Canada
778.785.3752