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Glossary

Objective of the glossary

A

  • account

  • account assignment

  • account group

  • adjustment

  • analytics

  • analytic test

  • artificial intelligence (AI)

B

  • business units

C

  • carry forward

  • client

  • company

  • connector

  • consolidation

  • contact

  • control

  • customer

D

  • data connector

  • dataset

  • dataset type

  • data source

  • dimension

  • document

  • document type

E

  • engagement

  • engagement team member

  • entity

  • entity association

  • external consolidation

F

  • final balance

  • financial statement

  • financial statement area

  • firm

  • firm author

  • firm template

G

  • generative AI

  • group

  • grouping structure

H

  • Hybrid Cloud

I

  • interim balance

  • issue

J

  • job

L

  • large language model

M

  • machine learning

O

  • organization

P

  • planning balance

  • primary author

  • product template

  • project

  • provider binding

Q

  • query

R

  • reporting period

  • review note

  • review tools

  • risk

  • risk assessment

  • risk library

  • role

  • roll forward

S

  • schema

  • schemaless

  • signoff

  • signoff role

  • signoff scheme

  • staff user

  • subsidiary

T

  • tag

  • template

  • trial balance

U

  • user group

V

  • visibility settings

X

  • XBRL fact

Y

  • year-end

Z

  • zero-balance account

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In this article
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  • Group audit overview
  • Dataset types described
  • Reimport the trial balance
  • What is Caseware ReviewComp?
  • Understand the trial balance dataset
  • Resolve data import conflicts
  • Manage your imported data
  • Import data from QuickBooks Online
  • import a new trial balance
  • English (US)
  • Añadir una cuenta o un grupo en la página Datos
  • Español
  • Migrate large data sets (over 50 files)
  • What is Caseware Hybrid Cloud?
  • Get Started
  • Index
  • Get started with Cloud API
  • Get started - Firm Administrator
  • Manage the firm template
  • Tel: 416-867-9504
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