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- Use the Update Financial Groups button
- Get started with Caseware Cloud Connector
- Import the trial balance from an engagement file
- Import the client's data from a CSV or Excel file
- Import and manage data
- Get started with Caseware AiDA
- Built-in roles
- Roles and Permissions
- A
- Index
- What is Caseware DocuFlex Enterprise?
- What is Caseware DocuFlex CA?
- AiDA 2025-10
- English (US)
- Add a procedure
- Checklists
- Template setup
- Caseware AiDA FAQ
- Print the financial statements
- Export financial statements and other deliverables to Microsoft Word
- New in Caseware Cloud Engagements
- Define components
- Built-in roles
- English (US)
- Data recovery limitations
- Recover a previous version or deleted file
- Files
- Start the engagement
- Prepare a CSV or Excel file to import transactions or subledger data
- Import the client's data from a CSV or Excel file
- Transaction details
- Understand the general ledger dataset
- Import the trial balance from an engagement file
- Troubleshooting
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No thanks, I just want the file.