Caseware Cloud Connector

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• Recover a previous version or deleted file
• Rename, delete or replace files
• Manage sync copies
• Set file retention
• Get started - Firm Administrator
• Accounts receivable - invoices
• Import and manage data
• Supported third-party desktop accounting software
• Import data from online accounting software
• Import data from Xero
• Add data in the financial statements tables
• Add, edit or remove page references
• English (US)
• English (US)
• Set up signoff schemes
• Define signoff roles
• Caseware Academy - UK | Getting Started with Extractly
• Get started with Extractly training
• https://admin.microsoft.com/
• Integrate single sign-on
• Staff
• Firm Administrator
• Description of staff roles
• Contacts
• Create a Caseware Cloud engagement using Caseware Working Papers
• CloudBridge (Canada, Single)
• Créer un compte pour le personnel ou les contacts
• Utilisateurs et groupes
• Autorisations
• Index
• What is Caseware Extractly?
• Index
• Get started - Firm Administrator
• Provide feedback or request support
• System Requirements
• Prepare a CSV or Excel file to import transactions or subledger data
• Trial balance
• Import the client's transactions and other subledger data from a CSV or Excel file
• Create a query
• Get started with Cloud Connector
• Navigate business units
• Manage groups across business units
• Create business units (Firm Settings)
• Export final tax balances
• What is Caseware Cloud Engagements?
• Open and edit PDFs locally
• English (Canada)
• New in Caseware Extractly
• Extract a sum
• Extract a table
• Extract text
• Data Extraction
• Get started - firm authors
• English (US)
• Manage the firm template
• English (US)
• Staff and Contacts
• https://portal.cpa.com/aa/das
• What is OnPoint DAS?
• Get started - Staff
• Built-in roles
• Create staff or contact groups