Sarah went to . She chose the Final Reporting Package – a pre-configured set that included the signed financials, the adjusted trial balance, and the lead schedules. She unchecked “Draft Watermark.”
She assigned it to Tom. Then, she clicked the button. A visual flowchart appeared, showing every document: the client email → the adjusting journal entry → the trial balance → the financial statements. It was all connected. caseware working papers user guide
“Tom – Client provided late adj. See attached email. Adjusted COS +45k. OK to proceed?” Sarah went to
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