Caseware Sherlock

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• View hidden rows and columns in a table
• Presentation and Formatting
• https://portal.cpa.com/aa/onpoint-pcr
• Final trial balance
• Date format
• What is Caseware Hybrid Cloud?
• Engagement Management
• Certifications
• Integrate Working Papers with Caseware Cloud
• Create an engagement for an interim period
• Validation and exception
• Get started - Staff
• Get Started
• New in Caseware Extractly
• Create a custom mapping file (.ini)
• Integrate single sign-on with ADFS
• Get started with MyCaseware
• Generate a client secret
• Register a new app for single sign-on
• Transfer engagements in bulk with CloudBridge
• Transfer individual engagements with CloudBridge
• Built-in roles
• Caseware Cloud security architecture
• Create workflows
• Content Workflows
• Firm settings - Caseware Working Papers Backups
• Import the client's data from a CSV or Excel file
• Import and manage data
• Unassign accounts from groups
• Import client's data
• Planning
• Complete review notes (issues)
• Add a control
• Perform risk assessment
• Perform assessment of the controls environment
• Add a control
• Controls report
• Add review notes (issues)
• Manage staff across business units
• Work with Review Tools
• Review prepared documents
• Navigate business units
• About business units
• Manage client relationships
• Data linkage and real time updates in Cloud Connector
• Controlling access to Caseware Working Papers files
• Assign system-wide security roles
• Recover a previous version or deleted file
• Manage sync copies
• Grouping structures in Cloud Connector
• New in Caseware Cloud
• New in Caseware Cloud Engagements
• Import trial balance from an engagement
• Import the client's data
• English (US)
• English (US)