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Set up an engagement file

Deze functionaliteit is alleen beschikbaar voor producten op het CaseWare Cloud SE-platform. De Samenstel app en PBC+ zijn op het moment de beschikbare SE-producten.

On CaseWare Cloud, you can use SmartEngagement products to perform engagement work entirely online. This topic will provide an overview of what you need to do to get a new online engagement ready.

Create an engagement file

You have spoken with your client, and you know that you will be performing a job for them. To begin, you need to create the client file for this engagement.

Een nieuwe opdracht aanmaken in SE:

  1. Klik op Opdrachten in het Cloudmenu.

  2. In het opdrachtenmenu klikt u op Nieuw.

    Klik op de knop Nieuw op een nieuwe opdracht aan te maken.

  3. Er opent een nieuw scherm waarin kunt u kiezen voor welk SE-product u de opdracht wilt maken.

  4. Kies in het volgende scherm de entiteit van uw klant en voer een naam in voor de opdracht. U kunt ook de begin- en einddatum opgeven en eventuele budgetinformatie.

    In dit scherm voert u de informatie in voor de nieuwe opdracht.

  5. Klik op Opslaan.

Your new engagement is created. If you select All from the engagement menu to view all of the engagements for your organization, you will see the engagement added to this list.

Assign staff to an engagement

Once you have created the engagement file, you can assign staff members to work on it. Select the engagement to expand it. You can see engagement information such as budgets and key dates.

Important engagement details are visible at a glance.

To assign staff to an online engagement:

  1. Select the Assigned field.

  2. In the Manage Team popup, enter the name of one of your staff members.

    Enter a staff member's name to select their profile.

  3. Select a staff member's profile. Choose one of the roles displayed below it to assign that role to the staff member.

    Selecting the Preparer role will assign Gary Adams as a preparer for this engagement.

You have assigned one of the roles on this engagement to your staff member. You can select the Assigned field to add other staff members to the engagement, creating your engagement team.

Add one or more external links in the engagement file

You can add one or more external link in the engagement file to include help videos for your clients or other supplementary information.

To add a link in the engagement file:

  1. Open the engagement file.

  2. Select Documents from the top menu.

  3. Select the Add Document icon (), then choose Link.

  4. The Document Properties dialog displays.

  5. Enter an identifier for the link in the Identifier field.
  6. Enter a title for the link in the Name field.

  7. If you do not add a title, a default title for the link displays in the engagement file.

  8. Enter the web address for the link in the URL field.

  9. Klik op Opslaan.

  10. You can select Edit Visibility to modify the visibility conditions for the links you add.

Share the file with your client

One of the benefits of an online engagement is that you can easily collaborate with your client while working on the engagement. To enable this, your client needs to have a contact account on CaseWare Cloud, and you need to assign the appropriate role for this contact to access the engagement.

To collaborate with you on an online engagement, your contact needs to be assigned to their client entity and they need the Contact - Entity Collaborator role.

From the Cloud menu, select Contacts. Select the contact from the list and in the details pane, select Edit (). In the Edit Contact dialog, your contact's entity access details are displayed in the General section.

You can set what entity the contact is assigned to and what access level they have.

A client contact cannot open the engagement file itself, but they will be able to respond to client requests from the engagement.

Set engagement properties

Now that you have assigned the staff member accounts to the file in Cloud, you are ready to open the engagement file. Open the engagement from the Engagements page.

De opdrachteigenschappen instellen:

De opdrachteigenschappen worden weergegeven in een klein pop-up scherm. Deze verschijnt als u bovenaan de pagina op de entiteitnaam klikt.


In dit scherm kunt u de volgende eigenschappen instellen:

  • Workflow - geef aan in welke fase de opdracht zich bevindt.

  • Taaknummer - voer het taaknummer in dat is toegekend aan deze opdracht.

  • Handelsnaam - geef een andere handelsnaam op. De naam van de entiteit wordt standaard ingesteld als handelsnaam.

  • Datum jaareinde - geef de datum voor het jaareinde aan voor deze opdracht.

  • Valuta - geef aan welke valuta u gebruikt voor deze opdracht.

Als u alles naar wens heeft ingesteld klikt u op de knop Opslaan.

Show or hide prior year information

You can set your engagement file to show or hide prior year information. For example, you can choose to hide the prior year information if the current year is not directly comparable to the prior year.

The engagement file's default setting is to show the prior year information.

To hide prior year information in an engagement file:

  1. Open the engagement file, then select the Engagement Information icon () at the top.

  2. Clear the Show carry forward information check box.

    Prior year information is hidden in the engagement file.

Select the Show carry forward information check box to show the prior year information in the engagement.

At this point, you have completed all of the basic setup steps for a new engagement file.

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