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CasewareCloud Time

What is CasewareCloud Time?

What's New

  • New in Cloud Time

Release History

  • CasewareCloud Time 27.0

  • CasewareCloud Time 26.0

  • CasewareCloud Time 25.0

  • CasewareCloud Time 24.0

Get Started

  • Get started - Firm Administrator

  • Get started - Staff

Setup

  • Set up staff

  • Set up client billing

  • Set staff rates and work codes

  • Set workdays, standard hours and holidays

  • Create billing codes for invoices

  • Integrate online accounting software with Caseware Cloud

Reports and Evaluation

  • Measure productivity

  • Review engagement costs

  • Compare engagement costs

Invoices

  • Draft an invoice

  • Create recurring invoices

  • Create invoice templates

  • Create an invoice from a template

  • Change the appearance of default invoices

  • Send an invoice to a client

  • Create a final invoice

  • Export invoices to QuickBooks Online

  • Export invoices to Xero

Time and Expense

  • Submit time entries

  • Submit expense entries

  • Submit entries for other staff members

  • Automate time entries based on time in a file

  • Automate time entries using your calendar

  • View and finalize pending entries

  • Send email reminders to finalize entries

  • Track WIP in Caseware Cloud

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In this article
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  • Index
  • Trial balance
  • Dataset types described
  • Prepare a CSV or Excel file to import transactions or subledger data
  • Import the trial balance from an engagement file
  • Financial statement areas worksheet
  • Accounting estimates
  • Fieldwork
  • Risk Assessment
  • Support
  • Deutsch
  • Generate a sample from Analytics Hub
  • Manage analytic tests in the Analytics Hub
  • embedded analytics
  • Firm Author
  • Get started – enterprise authors
  • Get started with Caseware AiDA
  • What is Caseware Accomplish?
  • Manage synced data between source and destination engagements
  • Caseware Working Papers
  • Get started - Firm Administrator
  • Insert data using the Cloud Connector pane
  • Add issues and annotations for each assertion row in risk assessments
  • Provide logs upon request by technical support
  • Troubleshoot saving Office documents in Cloud engagements
  • View analytic test results for checklists
  • Learn how to get started with Sherlock API
  • Index
  • New in Caseware Audit International
  • Assign accounts to groups
  • Update the firm template after a version release
  • Manage the firm template
  • New in Caseware Cloud Engagements
  • Deprecation of Google & SharePoint integration
  • What is Caseware Cloud Connector?
  • What is Caseware Cloud Engagements?
  • What's new in Caseware Cloud Engagements
  • Differences between SmartSync and non-SmartSync
  • Caseware Cloud security architecture
  • Cloud Engagements 2025-12
  • New in Caseware Cloud
  • Data recovery limitations
  • restored from the Recycle Bin
  • Built-in roles
  • Assign system-wide security roles
  • Caseware Cloud security architecture
  • Built-in roles
  • Test your single sign-on integration
  • Group columns in dynamic tables
  • General ledger
  • Import the client’s transactions from a CSV
  • Import the trial balance from a CSV or Excel file (old method)
  • Import the trial balance from a CSV or Excel file (new method)
  • Import and manage data
  • Complete the Allocation overview worksheet
  • Een account voor medewerkers of contactpersonen aanmaken
  • Gebruikers en groepen
  • Instellingen
  • Instellingen
  • Entiteitsassociaties aanmaken
  • Print the financial statements
  • Access the product settings
  • Customize the date format
  • What is Caseware Sherlock?
  • English (Canada)
  • Implement fund reporting
  • Import the client's data
  • Complete the engagement setup procedures
  • Index
  • Zusammenarbeit zwischen Mitarbeitern und Kunden
  • Dateivorbereitung
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