Caseware DocuFlex

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• Install Extractly for your firm
• Open and edit PDFs locally
• Create an engagement file for the next period (roll forward)
• Get started with Cloud Connector
• What is Caseware Cloud Connector?
• Create a Caseware Cloud engagement using Caseware Working Papers
• Abandon sync copies
• View the status of the query
• Collaboration
• Index
• Sharing files and activities
• Excel file requirements
• Dashboards and Tracking
• Terms of Use
• Create firm-managed knowledge bases
• Staff members
• Add visibility settings in checklists
• Visibility conditions and examples
• What are visibility settings?
• Perform assessment of the controls environment
• OnPoint PCR
• firm administrator
• Grant users and groups access to entities
• Users and Groups
• Login settings
• Roles and Permissions
• Assign system-wide security roles
• Rounding in financial statements
• View guidance information in the financial statements
• Exclude prior year information from the financial statements
• Use non-consolidated balances in the financial statements
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Lock down the engagement
• Support
• specific document
• Insert data using the Cloud Connector pane
• Insert data using MS Excel formula bar with Cloud Connector
• Data linkage and real time updates in Cloud Connector
• Add authoritative references in a procedure
• content
• Wrap up the engagement
• Provide the summary of misstatements
• Prepare the financial statements
• Generate the Reply URL
• (Optional) Manage authorization servers
• Copy the metadata URI
• Generate client credentials
• Creating an account.
• sample selection
• Audit strategy
• Add a control
• Complete the Allocation overview worksheet
• Financial statement areas worksheet
• Create a consolidation engagement
• Add a financial statement area
• Export adjustments and trial balance data
• Tax export codes
• Troubleshooting
• Set up trial balance with dimensions
• Enable access to Caseware AiDA
• Financial statement areas worksheet
• Risk Assessment
• Index
• Edit the OnPoint Audit SLG engagement letter
• Add dimension values in individual input cells in dynamic tables
• Dataset types described
• Date format
• Set up and import a trial balance containing dimensions
• English (US)
• https://portal.cpa.com/aa/onpoint-pcr
• What is OnPoint PCR?
• Create client entities
• Manage the firm template
• Export all data
• Entities
• Insert data using the Cloud Connector pane
• Manage your firm account in MyCaseware
• Insert data using MS Excel formula bar with Cloud Connector
• Filter dimension balances in Cloud Connector
• What's new - Caseware Taxflow Winter 2025
• English (US)
• English (US)