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CasewareCloud Time

What is CasewareCloud Time?

What's New

  • New in Cloud Time

Release History

  • CasewareCloud Time 27.0

  • CasewareCloud Time 26.0

  • CasewareCloud Time 25.0

  • CasewareCloud Time 24.0

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

Setup

  • 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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In this article
Recently viewed
  • Get Started
  • Get started - Firm Administrator
  • Test configurations
  • New in Caseware Audit
  • What is Caseware Audit?
  • Review the prior year's engagement
  • Create placeholders in the engagement file
  • Create an engagement file for the next period (roll forward)
  • Manage sync copies
  • Organize internal entities
  • Frequently asked questions
  • Configure optional claims (Entra ID)
  • Generate the Reply URL (Entra ID)
  • Copy the metadata endpoint (Entra ID)
  • Generate a client secret (Entra ID)
  • General ledger
  • Conclusion
  • Index
  • Add a query
  • Create a query document
  • View analytic test results for checklists
  • Integrate single sign-on with Entra ID (formerly Azure AD)
  • Clear the Office cache
  • Import client's data
  • Planning
  • Risk Assessment
  • re — Regular expression operations
  • Create an externally consolidated engagement
  • Set up central planning
  • Security Certifications
  • Index
  • What is Caseware Hybrid Cloud?
  • Create a Caseware Cloud engagement using Caseware Working Papers
  • Manage sync copies
  • Import the client's data from a CSV or Excel file
  • Import the client's data
  • Data linkage and real time updates in Cloud Connector
  • Get Started
  • Assign accounts to groups
  • Import the client's data
  • Start the engagement
  • Insert data using the Cloud Connector pane
  • Start the engagement
  • New in Caseware DocuFlex CA
  • Start the engagement
  • Create client entities
  • Entity creation
  • Get started with Caseware Cloud Connector
  • English (US)
  • Accounting estimates
  • Controls report
  • Perform assessment of the controls environment
  • Planning trial balance
  • Import the client's data from a CSV or Excel file
  • https://portal.cpa.com/aa/onpoint-pcr
  • Get Started
  • Data Extraction
  • Manage Files
  • Support
  • View details of accounts and groups in the financial statements
  • Review the Statement of Cash Flows in the financial statements
  • View guidance information in the financial statements
  • Insert data using MS Excel formula bar with Cloud Connector
  • my.caseware.com
  • User roles and permissions
  • Get started – enterprise authors
  • Enterprise Author
  • Description of staff roles
  • Werkdruk personeel controleren
  • Lettertypes en kopteksten aanpassen
  • De datumnotatie aanpassen
  • Een valuta toevoegen
  • What is Caseware Cloud?
  • Home
  • English (US)
  • What is Caseware AiDA?
  • Home
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