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.
“Tom – Client provided late adj. See attached email. Adjusted COS +45k. OK to proceed?” caseware working papers user guide
The PDF generated in 12 seconds. It was perfect. Tick marks were explained in pop-up notes. Cross-references were hyperlinked. The inventory note showed – the correct, final number. A tiny green chain icon appeared next to the number
She clicked the Document Manager tree on the left. There, in the Permanent Files folder, was last year’s opening balances. In the Current Year folder, under “Inventories,” she found the IC-300 – Inventory Summary . The file was already linked to the trial balance. She right-clicked: Properties . “Smart Sync,” she whispered. It was on. Good. No forgotten cells
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 .