Caseware Hybrid Cloud

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• Home
• Fall 2025 release
• Winter 2023 release
• Release updates
• New in PEG ReviewComp
• Release History
• Risk Assessment
• Conclusion
• Index
• Add a query
• Create a query document
• View analytic test results for checklists
• Cloud Engagements 2025-12
• New in Caseware Cloud Engagements
• Manage the firm template
• Index
• English (US)
• Controlling access to Caseware Working Papers files
• Send the query to contacts
• View queries (the Query dashboard)
• Firm settings - Caseware Working Papers Backups
• Firm settings - Email
• Transaction details
• Test your single sign-on integration
• Assign API permissions
• Assign authorized staff to use single sign-on
• Generate the Reply URL
• Configure optional claims
• English (US)
• Prepare a CSV or Excel file to import transactions or subledger data
• Prepare the transactions CSV file
• Import data from SAP S4 HANA
• Import the client's transactions and other subledger data from a CSV or Excel file
• Deutsch
• New in Caseware Cloud
• Files
• Integrate Working Papers with Caseware Cloud
• Dashboards and Tracking
• Activities
• Entities
• Create an engagement file for the next period (roll forward)
• Create a Caseware Cloud engagement using Caseware Working Papers
• Manage sync copies
• Frequently asked questions
• prerequisites
• Migrate large data sets (over 50 files)
• What is Caseware Hybrid Cloud?
• Get Started
• Index
• Get started with Cloud API
• Roles and Permissions
• Create a consolidation engagement
• consolidation
• Check staff workload
• Link a consolidation engagement to another engagement file
• System Requirements
• What is Caseware Extractly?
• Attach documents to an engagement file