Caseware Sherlock

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• Carry forward an engagement
• Start an engagement
• New in Caseware ReviewComp
• What is Caseware ReviewComp?
• Define a consolidation hierarchy
• Caseware AiDA 2.0
• Transfer individual engagements with CloudBridge
• Files
• restored from the Recycle Bin
• Built-in roles
• Manage access for Caseware Cloud apps
• purchased and enabled
• Get started with the integrated apps portal (Microsoft)
• Files
• Add or remove data links in text sections in the financial statements
• Template setup
• Enterprise Authors
• Exclude rows from a custom group total
• Rename content areas in financial statements
• Rearrange areas in the financial statements
• Customize the consolidation options in table columns
• Get started with Cloud API
• Query syntax in GET requests.
• Common use cases
• Get started with Cloud API
• Create a new engagement based on an existing file
• Enhanced reference copy for engagements
• Cloud Engagements 2025-12
• New in Caseware Cloud Engagements
• Open and edit PDFs locally
• Import from online accounting software
• What is CasewareCloud Time?
• Firm settings - Caseware Working Papers Backups
• Settings
• Single Sign-On
• Firm settings - Engagement File Management
• Get started - Staff
• Clear the Office cache
• Manage the enterprise template
• Manage the firm template
• https://portal.cpa.com/aa/das
• Add a note reference column
• Financial Statements
• Browse firm authoring topics
• Authoring
• Authoring Queries
• New in Caseware Taxflow
• English (US)
• New in OnPoint Audit
• Caseware Taxflow Winter 2024
• Add identified risks
• Audit strategy
• Identify preliminary analytical procedures
• Add identified controls
• Add a control
• Manage your imported data
• Import and manage data
• Import a trial balance for an internal subsidiary
• Get started with Cloud Connector
• Create a custom mapping file (.ini)
• Transfer engagements in bulk with CloudBridge
• English (US)
• English (US)
• View accounts
• English (US)
• Dataset types described
• https://portal.cpa.com/aa/onpoint-pcr
• OnPoint PCR
• firm administrator
• Date format
• Set up and import a trial balance containing dimensions
• English (US)
• Import the client's data from a CSV or Excel file
• Index