Glossary

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• Create the engagement file
• Purchase and manage a Caseware Cloud license
• Recover a previous version or deleted file
• Rename, delete or replace files
• Transfer engagements in bulk with CloudBridge
• Create a Caseware Cloud engagement using Caseware Working Papers
• Integrate an engagement file with a Cloud entity
• Integrate Working Papers with Caseware Cloud
• Get started - Firm Administrator
• Integrate an engagement file with a Cloud entity
• Save a copy of a document to Cloud
• Link analytic tests to a checklist procedure
• issue
• Sort and filter issues
• Complete review notes (issues)
• Get started - Firm Administrator
• Deny users and groups access to an entity
• Controlling access to Caseware Working Papers files
• Create an account for staff or contacts
• Get started - Staff
• Supported third-party desktop accounting software
• Import from QuickBooks desktop
• Import client's data
• What is Caseware Extractly?
• Controls report
• Dashboard Gadgets
• Prepare a CSV or Excel file to import transactions or subledger data
• Import the client's data from a CSV or Excel file
• Transaction details
• Understand the general ledger dataset
• Import the trial balance from an engagement file
• Add a control
• Perform risk assessment
• Perform assessment of the controls environment
• Add a control
• Controls report
• Import data from online accounting software
• Formatting and Display Options
• Get started - firm authors
• Get started
• Authoring index.
• Update after a version release
• Import and manage data
• Automated extraction
• Automated extraction
• Caseware Academy - North America | Gettting Started with Extractly
• Provide feedback or request support
• Support
• ¿Qué es Caseware AiDA?
• Novedades de Caseware Accomplish
• Novedades
• Índice
• Import and manage data
• Import from Sage desktop
• Resolve data import conflicts
• Import data from online accounting software
• Manage your imported data
• Get started - Firm Administrator
• Review interim financial information
• Integrated audits
• Complete the engagement setup procedures
• Perform the acceptance and continuance
• Start the engagement
• Association sharing
• Entity creation
• Entities
• Group audit overview
• English (Canada)
• Draft an invoice
• Change personal preferences
• User Settings
• Firm settings - System
• Create client entities
• Entity creation
• Association sharing
• Workflow examples
• Organize internal entities
• What is Caseware PBC Requests?
• Index
• Complete the Optimiser document
• Create a PBC Requests engagement
• prerequisites
• Get started with PBC Requests
• View licenses and downloads for Caseware Desktop products
• Get started with Caseware Cloud Connector
• Group audit overview
• Dataset types described
• Reimport the trial balance