CaseWare logo
(Canada)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español
CaseWare Cloud logo
(Canada)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español

Glossary

Objective of the glossary

A

  • account

  • account assignment

  • account group

  • adjustment

  • analytics

  • analytic test

  • artificial intelligence (AI)

B

  • business units

C

  • carry forward

  • client

  • company

  • connector

  • consolidation

  • contact

  • control

  • customer

D

  • data connector

  • dataset

  • dataset type

  • data source

  • dimension

  • document

  • document type

E

  • engagement

  • engagement team member

  • entity

  • entity association

  • external consolidation

F

  • final balance

  • financial statement

  • financial statement area

  • firm

  • firm author

  • firm template

G

  • generative AI

  • group

  • grouping structure

H

  • Hybrid Cloud

I

  • interim balance

  • issue

J

  • job

L

  • large language model

M

  • machine learning

O

  • organization

P

  • planning balance

  • primary author

  • product template

  • project

  • provider binding

Q

  • query

R

  • reporting period

  • review note

  • review tools

  • risk

  • risk assessment

  • risk library

  • role

  • roll forward

S

  • schema

  • schemaless

  • signoff

  • signoff role

  • signoff scheme

  • staff user

  • subsidiary

T

  • tag

  • template

  • trial balance

U

  • user group

V

  • visibility settings

X

  • XBRL fact

Y

  • year-end

Z

  • zero-balance account

Was this helpful?

Yes
No
In this article
Recently viewed
  • https://portal.cpa.com/aa/das
  • What is OnPoint DAS?
  • English (US)
  • Home
  • Deprecated features
  • What is Caseware Cloud?
  • Importar balanza de comprobación
  • Configurar e importar un balance de sumas y saldos que contenga dimensiones
  • Importar las transacciones del cliente y otros datos del libro auxiliar desde un archivo CSV o Excel
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.

Don't have a cloud yet? Click to learn more

Cookie Notice

Our sites use cookies to improve your online experience. Cookies are stored on your browser to provide secure log-in, gather statistics to improve site behavior, and to show you content that is relevant to your region. You can change your cookie preferences at any time from your browser settings. For information on our privacy practices, see our Privacy Policy.

I understand
CaseWare logo
About Who we are Where you fit Certifications
Legal Caseware Cloud Privacy Policy Terms of Use Cloud Services Agreement Cloud Service Level Agreement
Resources Support Training Distributors MyCaseware
Contact
Caseware International Inc.
351 King St E, Suite 1100,
Toronto, ON M5A 2W4, Canada
Tel: 416-867-9504 Fax: 416-867-1906

Copyright © 2025 CaseWare International