Caseware DocuFlex GA

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• Assign authorized staff to use single sign-on (Entra ID)
• Generate the Reply URL (Entra ID)
• Configure optional claims (Entra ID)
• Integrate single sign-on with Entra ID
• Copy the metadata endpoint (Entra ID)
• Move Working Papers files to another entity
• What is Caseware DocuFlex CA?
• What is Caseware Audit?
• Caseware Audit
• Plan the engagement
• Create an engagement file
• Generate a client secret (Entra ID)
• Register a new app for single sign-on (Entra ID)
• Generate the Reply URL (ADFS)
• Create an Issuance Transform rule (ADFS)
• What is OnPoint Audit SLG?
• Create a note in the financial statements
• English (US)
• Export GIFI data
• Prepare the financial statements
• Manage the firm template
• Manage the firm template
• Transaction details
• trial balance
• Understand the general ledger dataset
• Clients respond to the PBC Request document
• Get started with Caseware PBC
• Workflow examples
• Rename, delete or replace files
• Entities
• Files
• Prerequisites for importing from desktop accounting software
• English (International)
• Dashboards and Tracking
• English (International)
• Risk Assessment
• View details of accounts and groups in the financial statements
• Use non-consolidated balances in the financial statements
• View guidance information in the financial statements
• Link a query question to a checklist procedure
• Add authoritative references in a procedure
• Caseware Support
• Add guidance information for staff members
• Integrate single sign-on
• Annotate a procedure or subprocedure
• Add a response type to a procedure
• Add a data link in the procedure description
• Manage synced checklists for central planning
• Review and customize query question settings
• add an Author ID