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- Identify preliminary analytical procedures
- Group audit overview
- Create a consolidation engagement
- Customize the unit of measurement
- Set a default display option for accounts and groups in the financial statements
- Understand the trial balance dataset
- New in Caseware Cloud
- What is Caseware Cloud?
- Organize files by folders and tags
- Managing Sync Copies
- Manage sync copies
- IDEA
- Group properties
- Link an account or a group to a note in the financial statements
- Add data in the financial statements tables
- Review account analysis in the financial statements
- Insert entity and dimension IDs into Excel
- Collaborate with clients
- English (US)
- Assign system-wide security roles
- Create custom security roles
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