• Allowed the Creation Wizard to remain onscreen in the event the creation of the data store fails. This allows for an easier second attempt as most information already entered by the user will be retained and will not need to be entered again. The end user may correct the input information as required and try again, or cancel the creation process.
• Changed the Data Store Administration Tool so that a limited user account can be specified and used by general users connecting to the Data Store.
• With the tendency for local Data Stores to grow very large in size, the permanent deletion of users in the Data Store may be essential. Two new options were added to the Import Users and Groups dialog:
  • Merge source users and groups - combines the original list of users with the imported users.
  • Replace with source users and groups - replaces the original user list with users from the import file.
• When using the SQL version of the data store, users can now select a specific location other than the default path in the Data Store Creation Wizard. If specifying a location other than the default, the users must use an existing path on the SQL server.

• Enhanced the User List feature by dividing the information into 2 groups:
  • Your Open Files - lists CaseView and other external documents you have open
  • Other Users in the File - lists the other users in the file along with the documents they have open

• Added a checkbox to the Save Compressed dialog to include sub folders in the compressed file. By default this checkbox is de-selected, however once selected, the program will use this selection as your new default.

• Working Papers 2010 introduces the concept of dependency rules for sign offs. A firm can now establish rules governing the sign off of Roles for documents on the Document Manager. Using the "Requires" field in the Tools | Options | Roles dialog, users can easily define the dependency by indicating which roles need to be completed prior to the sign off of a specific role.

• Included an "All Outstanding Issues" column to the Document Manager that shows uncompleted and uncleared issues assigned to any user. The column can be activated by right clicking on the Document Manager Headind and slecting the approaritate files from the Show menu.
• Implemented an advanced option that allows users to modify issues created by other users if the issue was assigned to "Everyone". This option is accessed through Tools | Options | Advanced. If an issue was assigned to Everyone, someone other than the creator of the issue can now access the Description tab to modify the whole issue. As a default, this option is de-selected.

• Introduced in Working Papers 2010 is a new type of annotation - a Hyperlink Reference. With this type of annotation, users can jump to any URL or location within a Word, Excel, or CaseView document.
• In Working Papers 2010, note annotations for image documents were significantly improved. Users can now show notes as text boxes. When inserting an image as an external document, users can select to use the internal image viewer so that the image will show within the Working Papers window and not in an external application associated with the image format.

• Another significant improvement has been made to mapping numbers in Working Papers 2010. Users are now permitted to choose which specific map numbers to autofill. With this new feature, users can autofill only those accounts that are mapped to selected map numbers.
• Increased the Group 1 (L/S) length from 12 characters to 40 characters.
• Added the "Show/Hide PY2 Balance" column to the Assign Mapping Numbers dialog.
• Included a description field when creating a map number purge profile.

• Optimized the handling of calculated map numbers.

• Corrected a scenario where an open split-up accounts dialog would appear to lose information when another user in the same file performed a copy template.

• The mapping numbers primarily serve as a firm standard chart of accounts and therefore allow users to write reports based on firm standards. When posting to the mapping number, it has been requested that users have the adjustment recognize the attributes associated with the mapping number (GROUP1, etc.) and post to any report that is affected by that grouping. Working Papers 2010 was enhanced so adjusting entries posted to map numbers can also be applied to a specific Group or Tax Code or all Groups and Tax Codes as defined in the mapping structure.
• Working Papers now allows adjustments to be made to specific balance types (including forecast, budget, and custom balances). Some documents, such as the Trial Balance automatic document, will require the custom balance to set as a user defined balance type. Other documents will simply allow you to select the custom balance from the Balances pulldown.
• Modified prior year adjustments so that posted entries record correctly in the prior year even after the current year has been shortened.

• In the previous version of Working Papers, the Custom Balances foreign exchange rates were based on current Budget foreign exchange rate. In Working Papers 2010, users can now enter custom balance foreign exchange rates. If a custom balance identifier is created, the corresponding rate is then added to the Foreign Exchange tab of the Working Trial Balance screen.

• Included an option in the Tools | Options | Advanced tab to prevent Working Papers from locating and analyzing external child entity files in a consolidation structure. In an environment where a connection to the child entity files may be slow or intermittent, this option can have a positive impact on performance when accessing the consolidated file.

• A Replace function has been introduced to allow found content to be replaced with specified new content.

• Working Papers now offers the ability to enter names and extended descriptions for account, map numbers, group numbers, and documents in different languages and switch between them via a pulldown in the Context toolbar.

• Introduced import profiles for:
  • AccountRight Plus v19
  • E-conomic 2010
  • VersAccounts (all versions)
• Updated import profiles for existing software including:
  • Access Accounting 4.00I
  • Access Dimension 2.50b
  • AgExpert Analyst 2009
  • Creative Solutions Accounting 2009.1.2
  • Pastel Partner 10.1.x and 10.2.3 and 190.2.4
  • ProSystem fx Engagement 6.1
  • QuickBooks CA 2010
  • QuickBooks US 2010
  • QuickBooks AUS 2010/2011
  • Sage 2010
  • Simply Accounting 2011

• Added "Map No" as an option in the Structures Calculation dialog.
• Added new annotation columns for Trial Balance - Group summary and Leadsheet/Grouping - Group summary automatic documents.

• In Working Papers 2010, users are permitted to design and customize their own filters for the Document Manager. Once created, the new Document Manager Filters will appear in the View | Filter by list.
• A new tagging system was implemented in Working Papers 2010 that allows an open-ended list of tags to be associated with documents. Users can associate keyword (tags), such as Planning, Tax, and Partner Review with documents on the Document Manager. When used in conjunction with the new Document Manager Filter feature, users can create views of the Document Manager tailored to the needs of the engagement team members.
• Working Papers 2010 now allows users to create placeholders entries on the Document Manager for external documents, including Word/Excel/File URL files that do not currently exist in the client file. Placeholder entries allow firms or engagement teams to create their Document Manager structure regardless of whether the documents exist.
• A Working Papers Recycle Bin has been created in version 2010 to temporarily store documents that have been deleted, whether accidently or intentionally from the engagement file. The Recycle Bin is stored as part of the Working Papers client file and only includes deleted documents from within a single client file.
• Increased the Document Number length from 12 characters to 40 characters.
• Allowed users to now drag and drop documents directly onto Manual document links.

• Working Papers 2010 was enhanced to allow wide consolidated automatic documents to fit in a single window and provides users the ability to scroll horizontally. When the number of entities forces the automatic document to exceed one page horizontally, the new interface now allows the user to easily move across the pages.
• The consolidated automatic documents were further improved in Working Papers 2010 to include a Column Freeze for the description columns in wide automatic documents. As users scroll horizontally across the document, the description column will remain visible. The Column Freeze was implemented in Consolidated View automatic documents for Trial Balance and Leadsheet reports.
• Working Papers 2010 introduces the ability to freeze the column headings in automatic documents. Within the right-click context menu for automatic documents, new options were added that allow users to freeze the column header or full header.
• With the introduction of a Specific Period option, users are able to create automatic documents that compare balances from different periods and even different balance types. It is sometimes necessary to create a client file which makes use of multiple period types that are not associated. For example, rather than entering adjustment and transaction detail on a monthly basis, with the yearly numbers calculated from those monthly amounts, it is sometimes preferable to have the monthly and yearly periods run separately. Transactions and adjustments would then be made in both period types, independently. Working Papers 2010 now provides users the ability to compare balances from completely independent period types.
• In previous versions of Working Papers, the Tax Reconciliation report could only be generated for a specific entity, or a branch of the consolidation hierarchy (an entity and those entities below it). The Tax Reconciliation report has been improved by allowing a new option in the Context pulldown on the properties sheet titled "Multiple". Use this option to select multiple entities from the entire consolidation hierarchy, not just a single branch.

• An annotation toolbar has been added in CaseView. This will allow you to easily add annotations to any paragraphs that can be edited in Form or Enable Edit mode.
• Users are able to specify a relative path for the system database. This will allow for easier file sharing as CaseView documents will not need to be manually pointed to a database file if they are opened from a new location.
• Manually navigating from cell to cell in Form mode (such as by pressing Enter) has been improved by allowing template designers to specify which cells should be included in the navigation sequence.
• An In Selection option was introduced which allows for a Find or Find & Replace operation to limit its search to within the confines of a highlighted selection in the document. Searches of large documents can be performed much more quickly if the area searched is narrowed.

• Noticeable improvements in performance have been implemented when working in large documents and performing an action that will result in cell renumbering and rereferencing. Examples include manual renumbering of a cell, inserting or removing a table row or column, etc.
• Improvements have been made to the validation processes used for calculated cells on opening of the document. Documents which contain cells with calculation errors will see an improvement in launch performance.
• The process of running an integrity check on a document with multiple headers and footers assigned has been streamlined.
• CGROUP and CGROUPT functions have seen a performance increase when loading and recalculating.
• CaseView is now able to cache data from up to 10 Microsoft Excel documents at a time, improving data retrieval times when working with multiple documents open.

• Custom built headers and footers may now be named. While this won’t have an impact on the end user who only sees Form Mode, it will allow for easier template design as designers will not have to remember header numbers or browse the various headers in the preview screen looking for the appropriate header. This is especially useful for navigation as the number of customizable headers has increased.
• The number of available headers and footers has been increased to an essentially unlimited amount.
• Increased the number of available headers and footers to an essentially unlimited amount (over one million).

• Several new functions have been introduced to the Miscellaneous section of the Cell Functions Index as a result of the new Document Manager Filtering feature.
• Introduced several new functions to the Miscellaneous section of the Cell Functions Index.

• Improved compatibility with HP Printer Drivers on a workstation with Windows Vista installed, particularly with the use of cover pages and stapling options on print jobs involving multiple copies.

• When working in a Template client file (Tools | Templates | Select a template and click Edit), a new option has been included in the Tools menu called Template Toolbar. Template designers are now able to build a customized toolbar, linking individual buttons to scripts or cw:protocol URLs.

• New in CaseView 2010 is the ability to insert Hyperlinks in CaseView documents. Template developers can now add links to items, such as authoritative references, that are located on the internet and have users jump directly to the reference through a URL. Additionally, there are options to allow an end user to insert hyperlinks in Form Mode and Enable Edit Mode independently.

• Sections may now contain header information which will remain onscreen as the document is scrolled down without requiring the use of a freeze or horizontal splitter.

• The first or last row(s) of a table may now be specified as a table header or footer. When a table spans more than one page, the table header or footer will automatically appear at the top/bottom of each new page.

Converting master versions of templates using Working Papers 2010
Last Modified: Jul 23, 2010

Windows 2000 End-of-Support Policy
Last Modified: Jul 19, 2010

FAQ - eDelivery Frequently Asked Questions
Last Modified: Jun 28, 2010

A Working Papers 2009 Tax Export Update for GoSystem Tax, Lacerte Tax, ProSystem fx Tax, and UltraTax is now available.
Last Modified: Jun 07, 2010

Repair of image annotation positions
Last Modified: Apr 19, 2010

File corruption when using Windows Vista/Windows 7 or Windows Server 2008 with SMB2
Last Modified: Mar 05, 2010

CaseWare Google Gadget
Last Modified: Nov 28, 2008

Posting adjusting entries to groups or mapping number accounts
Last Modified: Aug 18, 2008

Having problems installing Working Papers 2009?
Last Modified: Oct 23, 2009

Importing QuickBooks 2008
Last Modified: Aug 18, 2008