New in Caseware Cloud Engagements 2025-09

Welcome to Cloud Engagements 2025-09! This release introduces central planning enhancements, multilingual capabilities for procedures and more.

To learn more about the Caseware Cloud Engagements platform, refer to What is Caseware Cloud Engagements?

Central planning for documents across engagements

#endusers #firmauthors #enterpriseauthors

Note: This feature may not be available in all products and affects both new and existing engagements.

Central planning makes it easier to share documents and content across engagements. Firm and enterprise authors can define centrally governed content, such as documents and checklists. Risks and controls synchronize automatically into destination engagements, helping you maintain alignment with source engagements and reduce drift from standardized practices.

New features

Checklist sync

You can centrally manage checklists that sync into destination engagements. Synced checklists retain their structure and logic and appear as read-only, ensuring that evaluations (for example, formulas, visibility conditions) reflect local context while preserving the firm’s intent.

Document designation controls

A new document selector in the Central planning section of the Engagement Settings lets end users mark documents as centrally planned. Once a document is used in a destination file, its central planning status is locked and retained across years. You can only modify documents that haven’t already been locked by use or previously selected.

Override redirect to source

Redirect override actions, such as global Add buttons, to the correct form in the source engagement. This ensures consistent workflows and reduces the risk of content fragmentation.

Central planning documents filter

A new Centrally planned documents filter is available in the document manager. The checkbox appears alongside other filters and is visible to your users when the Central Planning hub is active (applies to both source and destination engagements). It only appears when at least one central planning document exists.

To learn more about central planning, refer to Get started with central planning.

Add additional balance types from Cloud Engagements in Cloud Connector

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Note: This feature is available automatically in the Cloud Connector and applies to both new and existing engagements.

You can now build more detailed working papers and templates in Excel. With the latest Cloud Connector update, users can link to additional balance types from Cloud Engagements, making it easier to review and sign off on a broader range of balances with greater confidence and accuracy. These new options also simplify balance verification and analytical reviews, enabling more flexible and meaningful analysis within Cloud Engagements.

To use this feature, link to these additional balance types using Cloud Connector in Excel:

• Preliminary/Unadjusted balances

• Adjustments (with a tooltip showing all included adjustments)

• Eliminating adjustments (value of adjustment only)

Features

• All new dropdown options are fully keyboard accessible.

• Use the expand/collapse all feature for groups and accounts to improve navigation.

• Interim Planning, PY2, PY3, and PY4 do not support adjustments or preliminary balances.

• Parent balances cannot be added.

• Only the specified balance types are supported.

Multilingual capabilities for checklist and procedure settings

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Note: This feature is automatically available and is only available for new engagements.

As a firm or enterprise author, you now have multilingual capabilities in the editable fields of checklist and procedure settings. This enhancement allows for greater flexibility and localization across global engagements.

Fields that support multilingual input:

• Note placeholder title

• Response placeholder text

• Other field in response options

This update ensures that key elements of the checklist interface can be tailored to your users’ language needs.

Support for account numbers with spaces in trial balance imports

You can now import trial balances that contain account numbers with spaces. Previously, these imports failed validation. During import, spaces in account numbers are automatically replaced with another character so the account ID remains valid.

To make this clear, error previews now show an info chip when an account number has been adjusted. Clicking the chip explains how it was changed.

• Account numbers with spaces are accepted for TB imports.

• Imported accounts with spaces can be linked to GL.

• Error previews display an info chip when account numbers are modified.

How replacement works

The replacement character depends on the source of your data:

Imports from online sources (for example, JSON integrations): Spaces are replaced with a dash (-). Other punctuation remains unchanged.

Example: 100 1.1 → 100-1.1

CSV and Excel imports: The system looks at the account number and uses whichever of these characters—., -, _, /—already appears most often. That character is then used to replace spaces, keeping the style consistent. If none of those characters appear, we use dashes.

Example (punctuation present): 100 1.1 → 100.1.1

Copy and synchronize text areas as linked content in financial statements

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Note: This feature is automatically available and affects new and existing engagements.

You can now reference and synchronize text sections within financial statements by inserting a linked copy of a text area elsewhere in the same document. Edits, including formatting and dynamic objects, stay synchronized between the source and linked copy.

Features

• Make one reference copy of a text area with Copy as linked content and place it anywhere in the same Financial Statement.

• Edits (including formatting and dynamic objects) stay synchronized between source and linked copy.

• Only one linked copy per text area.

• Deleting the source deletes the copy, but deleting the copy leaves the source.

• Source settings (visibility, exclusion, suppression), authoring permissions, and engagement restrictions apply to both.

• Navigate between source and reference copy using menu options.

Limitations

• Unlinking source and reference is not supported.

• No warning messages are shown when editing synchronized sections.

To learn more about linked content, refer to: Add content areas in the financial statements.

Create and resolve issues during version control comparison in financial statements

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Note: This feature is automatically available and affects both new and existing engagements.

You can create and resolve issues while using version control comparison mode in financial statements. All issue management actions—create, reply, resolve, clear, edit, and delete—are available during comparison. Issues remain visible and accessible even if sections are deleted or moved.

Track and resolve questions or concerns without leaving the comparison view. Issues remain visible and accessible even if sections are deleted or moved. For dynamic tables, issues are displayed at the table level.

Features

• Manage issues during version control comparison.

  • If a section with issues is deleted, the issues move to the document level and remain accessible in the Issues tab.

  • If a section is moved, its issues move with it.

• Issues are not tied to a specific version; they remain visible on the same sections outside comparison mode.

• For dynamic tables, issues can only be created at the table level. Row-level issues are not supported in this mode.

No changes are made to existing issue functionality outside version control comparison.

To learn more about version control, refer to Save and compare financial statement versions.

Allow edits to the total consolidation heading in dynamic tables

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Note: This feature is automatically available and affects both new and existing engagements.

You can edit or update the Total Consolidation heading in dynamic tables. This customizes the column header for total consolidation, supporting both text and formula insertion. Your users can override the heading as needed for their engagements. This enhancement makes reports clearer and more relevant to your needs.

Feature highlights

• Column headings are carried forward to new engagements.

• The editable heading applies only to the Total Consolidated column heading.

New checkbox to underline/overline for note columns in dynamic tables

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Note: This feature is automatically available and affects both new and existing engagements.

Your users can now apply or remove underline and overline formatting for the note reference column in dynamic tables. The option is bundled with the description column settings and is available in the border settings dialog.

The Dynamic Table Border Settings now include Columns underline options with a checkbox labeled Overline and underline note columns enabled by default. When enabled, overlines and underlines appear on the note column; unchecking removes them. This formatting applies to all dynamic tables, carries forward across engagements, and can be managed directly in the Dynamic Table Border Settings dialog.

To learn more about dynamic tables, refer to Set default underline and overline options for dynamic tables.

Individual control over decimal places in calculations within text sections

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Note: The feature is automatically available and affects both new and existing engagements.

You can now control individual decimal settings per calculation within text sections of Financial Statement documents. Calculations in text sections are no longer limited to the global rounding settings.

The new Decimals option appears when editing or inserting a calculation, allowing you to customize decimal places by enabling the Show decimals checkbox. You can configure up to four decimal places per calculation. Existing calculations will retain their original (global) decimal settings unless manually updated.

Features

• When you add or edit a calculation in a text section, there is a new option to customize the number of decimals.

• Use the dropdown to select 0–4 decimal places.

• The setting applies only to that calculation and is saved with the document.

• Results in the text section display with the specified precision.

• By default, calculations use the engagement’s global settings unless overridden.

To learn more about custom calculations, refer to Add custom calculations in text sections.

Multilingual support for customized analytic tests

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Note: This feature applies to new engagements only.

This new capability supports multilingual firms by enabling localized analytic experiences. This improves accessibility, supports regional compliance and enhances engagement across diverse client bases.

• Authors can create and manage custom analytic tests in multiple languages.

• When a default test is copied, the system generates versions for each language configured in Product settings | Content language.

• Authors can edit the name, description, purpose and labels for each version.

• Default analytic tests provided by Caseware are pretranslated.

• If a translation is missing, the system displays the default language (typically English).

• UI elements reflect the platform language, not the content language.

To learn more, refer to Author content and deliverables in multiple languages.

Limitations

• Translations are manual. Authors must provide localized content.

• Editing is limited to one language at a time.

• Available to all authors.

Expanded visibility logic for authoritative references

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Note: This feature is automatically available and affects new engagements.

As a firm author, you can control the visibility on authoritative references. To learn more, refer to Add visibility logic for authoritative references.