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- Import data from Dynamics 365 Business Central (File)
- Edit table descriptions in the financial statements
- Add dimensions
- Add a note from library to the financial statements
- Perform data analysis
- Evaluate the obtained evidence
- Cloud Engagements 2025-09
- Recover a previous version or deleted file
- Files
- Roles and Permissions
- Firm settings - Customization
- Reorganize staff and groups
- Maintenance
- Grant users access to items in an entity
- Create an account for staff or contacts
- Nederlands (Nederland)
- Nederlands (Nederland)
- Plan the engagement
- Document the audit team discussions
- Generate a sample from Analytics Hub
- Manage analytic tests in the Analytics Hub
- Run analytic tests from checklists and Analytics Hub
- Process details
- Understand the general ledger dataset
- Change the display option for table rows
- Customize font sizes and spacing in the financial statements
- Get started - Staff
- Manage the enterprise template
- Manage the firm template
- https://portal.cpa.com/aa/das
- Customize the financial statements layout
- Add table of contents in financial statements
- Add a financial statement area
- Add or remove a link in text sections in the financial statements
- What are visibility settings?
- Import the trial balance from an engagement file
- Caseware Academy - North America | Gettting Started with Extractly
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