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CasewareCloud Time

What is CasewareCloud Time?

Neuerungen

  • New in Cloud Time

  • CasewareCloud Time 27.0

  • CasewareCloud Time 26.0

  • CasewareCloud Time 25.0

  • CasewareCloud Time 24.0

Erste Schritte

  • Erste Schritte - Firmenadministrator

  • Erste Schritte - Mitarbeiter

Setup (Einrichten)

  • Set up staff

  • Set up client billing

  • Set staff rates and work codes

  • Set workdays, standard hours and holidays

  • Create billing codes for invoices

  • Integrate online accounting software with Caseware Cloud

Reports and Evaluation

  • Measure productivity

  • Review engagement costs

  • Compare engagement costs

Invoices

  • Draft an invoice

  • Create recurring invoices

  • Create invoice templates

  • Create an invoice from a template

  • Change the appearance of default invoices

  • Send an invoice to a client

  • Create a final invoice

  • Export invoices to QuickBooks Online

  • Export invoices to Xero

Time and Expense

  • Submit time entries

  • Submit expense entries

  • Submit entries for other staff members

  • Automate time entries based on time in a file

  • Automate time entries using your calendar

  • View and finalize pending entries

  • Send email reminders to finalize entries

  • Track WIP in Caseware Cloud

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Zuletzt angesehen
  • Manage extractions
  • Automated extraction
  • Extract a table
  • New in Caseware Extractly
  • What's New
  • Add table of contents in financial statements
  • Add content areas in the financial statements
  • Add a financial statement area
  • Add cell references in dynamic tables
  • Add areas
  • Link an account or a group to a note in the financial statements
  • Hide sublevel headings for notes
  • Insert entity and dimension IDs into Excel
  • Collaborate with clients
  • English (US)
  • English (US)
  • Transition guide—OnPoint Audit 2025 template
  • Group audit
  • What is CasewareCloud Time?
  • Staff
  • Integrate single sign-on
  • Get started - firm authors
  • Home
  • New in Caseware Cloud
  • Cloud 36.0
  • Excel or CSV
  • Import the client's data
  • Accounts receivable - invoices
  • Import and manage data
  • Supported third-party desktop accounting software
  • Import data from online accounting software
  • Import data from Xero
  • Get started with Caseware AiDA
  • What is Caseware AiDA?
  • Planning
  • Index
  • English (US)
  • Create a query document
  • Send the query to contacts
  • What is Caseware Cloud Connector?
  • Send the query to clients
  • Review the query
  • What is PEG ReviewComp?
  • Cloud Engagements 2026-01
  • English (Canada)
  • Deutsch
  • What is PEG ReviewComp?
  • Get started - Staff
  • Staff and Contacts
  • Creating tags
  • Tag Management
  • Transfer individual engagements with CloudBridge
  • Transfer engagements in bulk with CloudBridge
  • Migrate large data sets (over 50 files)
  • Get CloudBridge
  • Create a custom mapping file (.ini)
  • Get started - Staff
  • Home
  • File Preparation
  • New in Caseware DocuFlex
  • Manage the firm template
  • Set up signoff schemes
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