OnPoint Audit

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• include a data link
• Import the client's data
• https://portal.cpa.com/aa/onpoint-pcr
• Completion
• Set default underline and overline options for dynamic tables
• Edit table columns in the financial statements
• Customize the financial statements layout
• Customize numbered headings in the financial statements
• Change the display option for table rows
• Reopen a query
• Respond to a query
• Import and manage data
• English (US)
• Import the client's data from a CSV or Excel file
• English (US)
• View licenses and downloads for Caseware Desktop products
• Manage the enterprise firm template
• Français (Canada)
• What is Caseware DocuFlex Enterprise?
• Template setup
• Caseware Academy - UK | Getting Started with Extractly
• Fieldwork
• Conclusion
• Index
• Start the engagement
• What is OnPoint PCR?
• Data linkage and real time updates in Cloud Connector
• Insert entity and dimension IDs into Excel
• Collaborate with clients
• English (US)
• List of Cloud Connector functions
• Insert data using the Cloud Connector pane
• Presentation and Formatting
• Get technical support
• Troubleshooting
• Frequently asked questions
• Caseware Academy - North America | Gettting Started with Extractly
• English (International)
• Set file retention
• Recover a previous version or deleted file
• Common use cases
• Query syntax in GET requests
• Français (Canada)
• Manage the firm template
• Update the firm template after a version release