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- Understand subledger data
- Index
- Copy risks, controls or checklists from other engagements
- Add a control
- Complete the Allocation overview worksheet
- Perform risk assessment
- Start the engagement
- Accounts receivable - open balances
- Set up and import a trial balance containing dimensions
- Set deadlines and budgets for a new engagement
- Complete a checklist
- Carry forward an engagement
- Create an engagement for an interim period
- Review the prior year's engagement
- Dataset types described
- Prepare a CSV or Excel file to import transactions or subledger data
- Import the client's data from a CSV or Excel file
- Test your single sign-on integration (ADFS, Entra ID)
- Assign API permissions
- Assign authorized staff to use single sign-on
- Copy the metadata endpoint
- Generate a client secret
- Generate the Reply URL
- Configure optional claims
- Get started - enterprise authors
- Index
- my.caseware.com
- Get started with MyCaseware
- What is Caseware Cloud?
- Supported third-party desktop accounting software
- Financial Statements
- Add a checklist
- Checklists
- Index
- What is Caseware Cloud Connector?
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