SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Automate time entries based on time in file

This feature is only available with CaseWareCloud Time, part of the CaseWare Cloud suite.

Learn more about Time.

Whether you are management or staff, it is crucial to submit accurate time entries. One way to ensure accuracy is through Automatic Engagement Tracking, which automatically records the time you spend in a supported engagement file. This can eliminate most clerical errors if you're manually submitting time.

Automatic engagement tracking works by recording the time you spend in a Working Papers file (or integrated app) and creates pending entries for your approval. Pending entries function like time entries, but must first be assigned a work code and approved before they can be counted as billable or non-billable time.

To generate time entries based on time spent in the file automatically:

  1. Ensure you have Settings Admin role or the equivalent privileges.

  2. From the Cloud menu, select Settings.

  3. From the Time drop-down menu, select Time and Expense Settings.

    Select Time and Expense settings on the Settings page.

  4. Select the Automatic Engagement Tracking checkbox, and select Save.

Time spent in integrated apps and files is now recorded in the Time app as a series of pending entries.

Was this helpful?

Yes
No
This content is exclusively related to Time 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.