Glossary

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• my.caseware.com
• Create a consolidation engagement
• What is PEG ReviewComp?
• New in PEG ReviewComp
• Dynamic totals in dimensions and consolidated views
• firm authors
• Review the prior year's engagement
• Create placeholders in the engagement file
• What is Caseware Hybrid Cloud?
• Transfer engagements in bulk with CloudBridge
• Transfer individual engagements with CloudBridge
• Built-in roles
• Caseware Cloud security architecture
• Create workflows
• Caseware AiDA FAQ
• Enable access to Caseware AiDA
• Import from QuickBooks desktop
• Import data from online accounting software
• Import from QuickBooks desktop (Export from QB)
• Checklists
• Visibility Logic
• Template setup
• Customize financial groups
• Customize the financial statements layout
• Sign off on the trial balance and adjustments
• Caseware Academy - UK | Getting Started with Extractly
• Export adjustments and trial balance data
• View data for consolidated engagements
• Export trial balance groups
• Review group and account balances in the financial statements
• Get started with Cloud Connector
• Query syntax in GET requests
• What is Caseware Audit?
• Import and manage data
• Export data from Quickbooks
• Export data from Xero
• Common use cases
• Security considerations
• Cloud Engagements 2025-11
• Clear the Office cache
• Content Management
• Index
• Add or edit a calculation in table cells in the financial statements
• Translate the financial statements
• Link an account or a group to a note in the financial statements
• What is Caseware Cloud Engagements?
• Controlling access to Caseware Working Papers files
• Sample Caseware Cloud security framework
• Integrate Working Papers with Caseware Cloud
• Create an engagement file for the next period (roll forward)