Caseware Hybrid Cloud

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• New in Caseware DocuFlex Enterprise
• Assign accounts to groups in the Data page (new design)
• What is Caseware Hybrid Cloud?
• Get started with Cloud API
• English (Canada)
• View the client's trial balance data
• Assign financial groups to areas
• Insert data using MS Excel formula dialog with Cloud Connector
• List of Cloud Connector functions
• Insert data using MS Excel formula bar with Cloud Connector
• Add a financial statement area
• Add a note from library in the financial statements
• Create a note in the financial statements
• Completion
• Conclusion
• What is Caseware SQM?
• https://portal.cpa.com/aa/onpoint-ebp
• Known issues
• Add dimensions
• Import the client's data from a CSV or Excel file
• Accounts receivable—open balances
• Subledger details
• English (US)
• Import the client's data
• Add areas
• Manage your imported data
• Import and manage data
• Start the engagement
• Engagement Management
• Create client entities
• Entities
• Add cell references in dynamic tables
• Add or edit a calculation in table cells in the financial statements
• OnPoint Audit
• Why adopt the 2025 template?
• Before you transition to the 2025 template
• Perform a tax export
• Add content areas in the financial statements
• Customize text in the financial statements
• Rename content areas in financial statements
• Archive and lock down the engagement
• Completion
• Implement fund reporting
• Start the engagement
• Known issues
• Edit firm-managed knowledge bases
• New in AiDA
• Create a query document
• Entities
• Dashboards
• Get started - Staff
• What is Caseware DocuFlex Enterprise?
• List of Cloud Connector functions
• Grant users and groups access to entities
• Firm settings - Caseware Working Papers Backups
• Built-in roles
• Set up the Notes Library
• Add, change or remove note references
• Edit notes in the financial statements
• Add or remove placeholders in text sections in the financial statements
• Add or remove data links in text sections in the financial statements