Caseware Audit

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• Get Started
• Set up a staff user
• https://portal.cpa.com/aa/onpoint-pcr
• Archive and lock down the engagement
• English (US)
• Lock down the engagement
• New in Caseware Extractly
• Get started - Firm Administrator
• System Requirements
• What is Caseware Extractly?
• https://admin.microsoft.com/
• Manage risks and risk assessments
• Define materiality
• Set up and import a trial balance containing dimensions
• Prepare the transactions CSV file
• Import the client’s transactions from a CSV
• Transaction details
• Understand the general ledger dataset
• Cloud Engagements 2025-12
• New in Caseware Cloud Engagements
• New in Caseware Cloud
• Set up staff
• New in Cloud Time
• Create a consolidation engagement
• consolidation
• Check staff workload
• Link a consolidation engagement to another engagement file
• Create client entities
• Integrate single sign-on with Entra ID (formerly Azure AD)
• Integrate single sign-on
• Get started - Firm Administrator
• Respond to a query
• enable single sign-on for your firm
• Understand the trial balance dataset
• View and manage aggregated analytic test results in Analytics Hub
• Generate a sample from analytic test results
• ►Sampling methods
• Calculator parameters
• Risk Identification and Assessment
• Get Started
• Open and edit PDFs locally
• Import the client's data from a CSV or Excel file
• Import the trial balance from an engagement file
• Manage your imported data
• Set up and import a trial balance containing dimensions
• Spring 2025 release
• Fall 2025 release
• Manage analytic tests in the Analytics Hub