SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax

Gadget list (Dashboards)

The following is a list of currently available gadgets organized by category.

Note: The availability of some gadgets depends on your organization's settings.

Collaborate

Gadget With this gadget, you can...
The Timeline gadget
  • View recent activities on Cloud
Discussions
  • View a list of discussions
  • Edit and add comments on an existing discussion.
  • Add new discussions by selecting the New button.
File Requests
  • View a list of file requests
  • Edit existing file requests.
  • Send new file request by selecting the New button
Tasks
  • View a list of tasks
  • Update the status of existing tasks.
  • Add new tasks by selecting the New button.

Q

Gadget With this gadget, you can...
What's happening
  • View the number of engagement files with signals in Q.
  • View the number of engagement files with deliverables due this week.
  • View the total number of billable hours logged for the week.
Due deliverables
  • View a list of engagement files with deliverables due this week.
  • View any overdue deliverables.
Engagement status
  • View a list of engagement files and their completion status.
Engagement progress
  • Visually track how well your engagement is progressing in correlation with the assigned budget.
Engagement risk
  • Visually track the amount of significant risk in correlation with customized work programs and proposed adjusting journal entries.

Files

Gadget With this gadget, you can...
Files icon
  • View a list of files that the user has permission to view.
  • Filter files or change the default view.
  • Download, replace, delete, move or set retention to an existing file by selecting the file icon.
  • Upload or create a new folder, a URL link or a cloud document.

Entities

Gadget With this gadget, you can...
Entities icon
  • View a list entities that the user has permission to view
  • View information from the Entity Profile on a specific entity selected from the Entity Selector.

Time

Gadget With this gadget, you can...
Profile icon
  • View the organization's period end date and the year end date.
Staff time icon
  • Track the total of billable hours and amount for all staff or an individual staff member if you have the Staff- Detail (R) permission for a selected period and year-to-date.
  • Track your own total of billable hours and amounts.
Staff time chart
  • Visually compare the total of billable and non-billable hours and amount for all staff or an individual staff member if you have the Staff - Detail (R) permission for a selected date range.
  • Visually compare your own total of billable and non-billable hours and amounts.
  • Select the menu to Download the chart comparison as a PNG, PDF, PDF or SVG.
expenses icon
  • Track the total of billable and non-billable expense amounts for all staff or an individual staff member if you have the Staff - Detail (R) permission for a selected period and year to date.
  • Track your own total of billable and non-billable expense amounts.
staff expenses
  • Visually compare the total of billable and non-billable expense amounts for all staff or an individual staff member if you have the Staff - Detail (R) permission for a selected period and year to date.
  • Visually compare your own total of billable and non-billable expense amounts.
  • Select the menu to Download the chart comparison as a PNG, PDF, PDF or SVG.
clients icon
  • View a list of the top WIP clients for the selected entity or all entities and their respective WIP balance at a selected date.
Top WIP billed
  • View a list of the top 10 clients billed and the respective billed amount at a selected period.
WIP billed
  • View a comparison of the WIP for a selected period to the WIP for that period a year prior if you have the Invoice (R) and Entity - Summary (R) permission.

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