CasewareCloud Time

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• List of Cloud Connector functions
• Staff
• Firm Author
• my.caseware.com
• Deprecation of Google & SharePoint integration
• Cloud 40.0
• New in Caseware Cloud
• English (US)
• upload a logo
• Set up the print options for a letter or memo
• CasewareCloud Time 27.0
• Author content in multiple languages
• Caseware PBC Requests
• Wrap up and lock down the engagement
• Get started - Contact
• Client correspondence (Queries)
• Archive and lock down the engagement
• Post adjustments to the trial balance
• Content Management
• Upload files to an entity
• Change personal preferences
• Get started - Staff
• Account details described
• Create a custom mapping file (.ini)
• Add dimensions
• Transaction details described
• Mandatory fields for importing transactions
• Integrate single sign-on with Entra ID
• Access the product settings
• Customize the lockdown settings
• Assign components to items in your template
• Group properties
• English (US)
• copied to a text document previously
• Generate the Reply URL
• Track the audit progress with Caseware Q
• New features and enhancements in Cloud Engagements
• What is Caseware Taxflow?
• Caseware Taxflow Winter 2024
• Customize financial groups
• consolidation
• Create a consolidation engagement
• Sample selection.
• Implement fund reporting
• Test your single sign-on integration
• Assign API permissions
• Configure optional claims
• Copy the metadata endpoint
• Generate a client secret
• Financial Statements Preparation
• Group columns in dynamic tables
• https://portal.cpa.com/aa/onpoint-pcr
• Start an engagement
• Transition guide—OnPoint Audit 2025 template
• OnPoint Audit
• Edit table rows in the financial statements
• System Requirements
• Assign system-wide security roles
• Firm Administrator
• Set up signoff schemes
• Integrate Working Papers with Caseware Cloud
• Integration
• Edit notes in the financial statements