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Global Statutory Reporting

What are Global Statutory Reporting apps?

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

Planning

  • Create and set up an engagement file

  • Complete optimizer checklists

  • Import and manage data

  • Assign accounts to groups in the Data page

  • Cash flow import / copy-paste tool

  • Choose content language

Customization and Configuration Options

  • Define the engagement settings

  • Customize content in and financial statements

  • Customize presentation and formatting in the financial statements

Documentation and Review

  • Work with Review Tools in Global Statutory Reporting

  • Add and complete review notes (issues)

Conclusion

  • Print the financial statement document

  • Lock down the engagement

  • Carry forward an engagement

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  • Transfer engagements in bulk with CloudBridge
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  • Create a custom mapping file (.ini)
  • OnPoint Audit
  • control
  • Get started - Staff
  • Manage risks and risk assessments
  • New in OnPoint Audit
  • Edit notes in the financial statements
  • Add, change or remove note references
  • Exclude prior year information from the financial statements
  • English (US)
  • Contacts
  • Customize the lockdown settings
  • Getting Started with Validis
  • Import and manage data
  • Import from online accounting software
  • Tax group assignment
  • Tax-only engagement support
  • Activate your Firm Admin account
  • Get started - Firm Administrator
  • Get started - Staff
  • English (International)
  • Client correspondence (Queries)
  • Start the engagement
  • New in Caseware DocuFlex CA
  • What is Caseware DocuFlex CA?
  • What is Caseware DocuFlex GA?
  • View queries (the Query dashboard)
  • Create a query document
  • Reopen a query
  • Create an engagement file
  • product template
  • Respond to a query
  • access rights
  • Get started - Firm Administrator
  • Get started - Contact
  • Contacts
  • List of Cloud Connector functions
  • Data linkage and real time updates in Cloud Connector
  • Files
  • Roles and Permissions (Security)
  • English (International)
  • New in Caseware Cloud
  • Create an externally consolidated engagement
  • Define a consolidation hierarchy
  • Dateien mit Benutzern oder Gruppen teilen
  • Aktivitäten
  • Dateien
  • Users and Groups
  • Roles and Permissions
  • Get started - Staff
  • Check staff workload
  • Test your single sign-on integration (ADFS, Entra ID)
  • Assign API permissions (Entra ID)
  • Assign authorized staff to use single sign-on
  • Assign authorized staff to use single sign-on (Entra ID)
  • Generate the Reply URL (Entra ID)
  • View licenses and downloads for Caseware Desktop products
  • English (Canada)
  • Review interim financial information
  • Integrated audits
  • Complete the engagement setup procedures
  • Perform the acceptance and continuance
  • View licenses and downloads for Caseware Desktop products
  • Purchase and manage licenses
  • Firm settings - Engagement File Management
  • Organize files by folders and tags
  • Organize internal entities
  • Create views for all users
  • Workflow examples
  • Caseware Academy - North America | Gettting Started with Extractly
  • Edit an added PDF document
  • Open and edit PDFs locally
  • Access an added PDF document
  • English (International)
  • Troubleshoot saving Office documents in Cloud engagements
  • Gegevens importeren uit online boekhoudsoftware.
  • Transition guide—OnPoint Audit 2025 template
  • OnPoint Audit Summer 2025
  • New in Caseware DocuFlex
  • English (US)
  • Get started - Firm Administrator
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