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• Create business units (Firm Settings)
• English (US)
• Data linkage and real time updates in Cloud Connector
• Create a query document
• Get started with Cloud Connector
• English (US)
• Disaggregation of risks for Revenues
• Add custom calculations in text sections
• Add a custom group row
• Perform assessment of the controls environment
• Perform risk assessment
• Risk Assessment
• Manage risks and risk assessments
• Add a note from library in the financial statements
• Create a note in the financial statements
• Financial Statements Preparation
• Financial statement areas worksheet
• Firm settings - CasewareCloud Time
• Run OCR
• Organize files
• Manage Files
• Data Extraction
• What is Caseware Cloud Engagements?
• Activities
• Navigate business units
• Files
• Get started - firm authors
• Get started
• New in Caseware Extractly
• What's New
• Get started - Firm Administrator
• Get Started
• Manage extractions
• Automated extraction
• Data match
• Permisos
• Otorgar a usuarios y grupos acceso a entidades
• Consideraciones de seguridad
• Data linkage and real time updates in Cloud Connector
• Perform fieldwork
• Fieldwork
• Edit notes in the financial statements
• Import a new trial balance
• Control de acceso a los archivos de Caseware Working Papers
• Built-in roles
• Caseware Support
• Get CloudBridge
• Release History
• Release updates
• Otorgar a los usuarios acceso a los elementos de una entidad
• Crear grupos de personal o de contactos
• View the status of the query
• Reopen the query
• Collaborate with clients
• Review client progress and responses
• Clients respond to the query
• Herstel een eerdere versie of verwijderd bestand
• Send the query to clients
• Review the query
• Complete the Optimiser document
• Integrate single sign-on
• Add a query
• Set a due date
• Vorgegebene Rollen
• Cloud 40.0
• Neue Word- und Excel-Dokumente hinzufügen
• Index