Caseware Working Papers User Guide (2026)

Instead of typing over the old number, she clicked inside the cell. She pressed (the “linking” hotkey). A pop-up appeared: Select Source . She navigated back to the Engagement tab, clicked on the adjusted Inventory balance, and hit OK .

She switched to the Engagement tab. The trial balance appeared, a grid of numbers that usually induced dread. But CaseWare’s color-coding gave her hope: black for client numbers, blue for proposed adjustments. caseware working papers user guide

But tonight, she opened .

The Midnight Adjustment

Sarah stared at the email attachment. “Revised inventory counts – effective last Tuesday.” Her stomach dropped. In the old days (last year, before CaseWare), this meant manually re-printing lead schedules, re-calculating tick marks, and praying she didn’t miss a cross-reference. Instead of typing over the old number, she

At 10:47 PM, Tom’s reply popped up: “Approved.” She navigated back to the Engagement tab, clicked

A tiny green chain icon appeared next to the number. Now, if the client sent another change at midnight, that note would update automatically. No typos. No forgotten cells.