OnPoint PCR

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• Import client's data
• Planning
• Add content areas in the financial statements
• Add a financial statement area
• Add dimensions
• Understand the trial balance dataset
• Hybrid Cloud
• Create a query document
• Before purchasing a Caseware Cloud license
• Description of staff roles
• Contacts
• New in Cloud Time
• Import a new trial balance
• Import trial balance from an engagement
• Import the client's data
• What is OnPoint DAS?
• Start the engagement
• Prepare the statement of financial position and statement of profit or loss
• Tel: 416-867-9504
• Terms of Use
• Partner and manager summary
• Complete the engagement
• Provide the summary of misstatements
• Document the audit response to assessed risks
• Review work programs and checklists using Review Tools
• Add custom form worksheets
• Add identified controls
• Modify and review risks
• Add identified risks
• Review the security settings for the All Staff group
• Assign security roles
• Manage the firm template
• Manage the firm template.
• Get started - firm authors
• Formatting and Display Options
• Excel or CSV
• Import the client's data
• Start the engagement
• Insert data using the Cloud Connector pane
• Insert data using MS Excel formula bar with Cloud Connector
• lockdown settings
• Lock down the engagement
• Caseware Cloud security architecture
• Roles and Permissions
• Review the security settings for the All Staff group