New in Caseware Cloud Engagements 2025-04

Welcome to Cloud Engagements 2025-04! This release introduces suggested edits for client contacts, added UI elements for version control and more.

To view the most recent fixes in this release, refer to Fixes in Cloud Engagements 2025-04

Client contacts can add suggested edits to text areas

Client contacts can now add suggested edits to text areas within documents. A suggestion button is now available to client contacts in the text section.

You have the option to accept or dismiss suggestions from a Discussions icon [] that will be visible beside the text marked with a suggestion. In addition, a suggestion bar appears on the document map when the user has at least one suggestion to review and/or accept. With the bar, you can view and manage suggestions that have not been addressed.

This feature is available on all engagements for client contacts who have the Contact-Viewer permission for an engagement.

Client contact view

Staff view

Validis is now officially supported across Caseware

Validis is a software application that has been integrated with your Caseware product. Validis supports data extraction, such as trial balance and general ledger data, from various accounting packages.

Note: You will need a license from Validis to enable this support for your Caseware app. To learn more, you can refer to Validis to acquire a license and check Enable integration with Validis to enable the integration.

Version control in financial statements: Toggle visualization of versions to be compared

You can now switch between versions of content using back and forth navigation buttons. An additional button, Show difference, will compare the two versions. The addition of these UI elements makes version control a standard feature for all Caseware Cloud engagements.

To learn more about version control, refer to Save and compare financial statement versions.

Custom calculation - Modify decimal placement

You can now modify decimal placements when using the custom calculation feature.

To learn more about custom calculations, refer to Add custom calculations in text sections.

Areas print settings – Merge with prior area option

You can now merge Areas in the financial statement to reduce the number of pages for printed reports. This feature option is available in each individual Area of the financial statement in the Print Settings, under Page Settings.

When merging an Area with a previous one, all print settings will be disabled, except the table of content settings of the Area that was merged.

Note: The merge will happen only when financial statements are viewed in Print Preview or Downloaded as PDF.

Cloud Connector Hyperlink tab

Note: You need a license to Cloud Connector to use this feature. To learn more about Cloud Connector, refer to Get started with Cloud Connector.

You can now automate the process of adding document URLs from an engagement to an Excel spreadsheet with Caseware Cloud Connector. The connector will enable you to see the current list of Cloud Engagement documents that are available from a URL and add the URL as a link to the spreadsheet. The link, rather than being a long URL string, will retain the same name as in the engagement.

Cloud Connector ignores documents inside the engagement files that are hidden. To show documents hidden in the documents page, select the Show hidden filter to see all hidden documents. These hidden documents can be inserted as links into the Excel spreadsheet. In addition, Cloud Connector will update changes to the visibility or identifier IDs of documents within your engagement. Refresh or reopen Excel to update the links.

Note: This feature does not include linking to external documents such as an Excel, PDF or Word file.

General user-experience improvements

Consistency in visual elements: UI elements have been reviewed for consistency across the Documents, Data and Risks & controls pages by standardizing icons, buttons and terminology. This includes ensuring annotation buttons are uniformly blue and updating tooltips for clarity.

Revert changes to default template for text sections or dynamic tables in financial statements

You can now revert the content of dynamic tables or text sections to their original state as they were when the engagement file was created. This new option is available in the More actions [] menu, making it easier to restore the initial content if needed.

Note: Content will revert to its original source template, not the latest version available.

What won’t be reverted

• Engagement glossary terms: These will remain unchanged, even if you override the output.

• Data links information, except dynamic text.

• Overridden trial balance amounts in dynamic tables: Reverting these amounts in one table will affect all other tables where the same trial balance item is used. You have the option to revert any overridden amount to its default on a Dynamic Table Trial Balance row.

Shared trial balance support across different financial groups

This feature enables you to benefit from the efficiencies available with the sync trial balance feature, even when there are differences in financial grouping structures across apps. With this feature, you can share the same trial balance across multiple engagements in different Caseware Cloud apps. This feature is particularly useful for serving the same client in various engagements, such as audit and tax preparation.

This has been developed specifically for use where a mapping relationship exists between the different apps. Firms will now benefit from the efficiency of being able to import one trial balance file, assign accounts once, and can then use that trial balance data across different Cloud apps without having to reimport trial balance accounts.

To learn more, refer to Sync a trial balance across engagements in different Cloud apps.

Fixes in Cloud Engagements 2025-04

The following list features a brief description of bugs that have been resolved in Cloud Engagements 2025-04. These fixes apply to both new and existing engagements.

• The button to add notes from the library is visible for hidden components.

• The custom formula field in the materiality form does not allow users to access planning balances.

• The ability to remove preselected options from an engagement template and pick new options frequently breaks when carrying forward into a new year. The document will still include the pre-selected options as well as the new selections.

• The Recalculate option triggers even when no changes have been applied after posting the journal entry. When users click on the Recalculate button the linked value is again posted on the account and the amount becomes 0. If users go to another Cloud Workspace tab and comes back, the Recalculate option reappears.

New in Caseware Cloud Engagements 2025-04

Welcome to Caseware Cloud Engagements 2025-04! This release introduces suggested edits for client contacts, integration with Validis, added UI elements for version control and more.

Should these features be made available on your Caseware product, they will appear on both new and existing engagement files. Some features require specific use cases to enable which have been highlighted below.

To learn more about the Caseware Cloud Engagements platform, see What is Caseware Cloud Engagements?

Client contacts can add suggested edits to text areas

Client contacts can now add suggested edits to text areas within an engagement in these types of documents: letters, memos, worksheets and financial statements. A suggestion button is now available to client contacts in the text section. Firm authors can control client contact permissions and their ability to add suggested edits to text areas. Modifying the client contact’s access level to that of a Contact-Viewer will allow the client contact to suggest edits on all engagements.

The user has the option to accept or dismiss suggestions from a Discussions icon [] that will be visible beside the text marked with a suggestion. In addition, a suggestion bar appears on the document map when the user has at least one suggestion to review and/or accept. With the bar, the user can view and manage suggestions that have not been addressed.

Client contact view

Staff view

Validis is now officially supported across Caseware

Validis is a software application that has been integrated with your Caseware product. Validis supports data extraction, such as trial balance and general ledger data, from various accounting packages.

Note: You will need a license from Validis to enable this support for your Caseware app. To learn more, you can refer to Validis to acquire a license and check Enable integration with Validis to enable the integration.

Version control in financial statements: Toggle visualization of versions to be compared

Users can now switch between versions of content using back and forth navigation buttons. An additional button, Show difference, will compare the two versions. The addition of these UI elements makes version control a standard feature for all users of Caseware Cloud Engagements.

To learn more about version control, refer to Save and compare financial statement versions.

Custom calculation - Modify decimal placement

Users can now modify decimal placements when using the custom calculation feature.

To learn more about custom calculations, refer to Add custom calculations in text sections.

Areas print settings – Merge with prior area option

Users can now merge Areas in the financial statement to reduce the number of pages for printed reports. This feature option is available in each individual Area of the financial statement in the Print Settings, under Page Settings.

When merging an Area with a previous one, all print settings will be disabled, except the table of content settings of the Area that was merged.

Note: The merge will happen only when financial statements are viewed in Print Preview or Downloaded as PDF.

Cloud Connector Hyperlink tab

Note: The user will require a license to Cloud Connector to use this feature. To learn more about Cloud Connector, refer to How to get started with Cloud Connector.

Users can now automate the process of adding document URLs from an engagement to an Excel spreadsheet with Caseware Cloud Connector. The connector will enable the user to see the current list of Cloud Engagement documents that are available from a URL and add the URL as a link to the spreadsheet. The link, rather than being a long URL string, will retain the same name as in the engagement.

Cloud Connector will ignore documents inside the engagement files that are hidden. To show documents hidden in the documents page, users can check the filter Show hidden to see all of hidden documents. These hidden documents can be inserted as links into the Excel spreadsheet. In addition, Cloud Connector will update changes to the visibility or identifier IDs of documents within the user’s engagement. The user will need to refresh or reopen Excel to update the links.

Note: This feature does not include linking to external documents such as an Excel, PDF or Word file.

To learn more about data linkage, refer to Data linkage and real time updates in Cloud Connector.

Generate a sample dataset from analytic test results

You can now generate a sample dataset after running analytic tests. This feature allows you to verify data quality, test parameters, and assess the relevance of the results without processing the entire dataset. In addition, you can calculate the sample interval and sample size for Monetary Unit Sampling before running the sample. Sampling will be enabled automatically for existing engagements that already have embedded analytics. To learn more about sampling, refer to Generate a sample from Analytics Hub.

Support consolidation in embedded analytics

You can now analyze data across entities within a consolidation engagement from the Analytics Hub. This allows you to:

• Evaluate engagement-level datasets effectively

• View aggregated results by entity

• Ensure a comprehensive review of organizational data for accurate and informed audit conclusions

The feature integrates seamlessly with existing analytic workflows ensuring minimal disruption to user operations. This feature will be enabled automatically for existing engagements that have subsidiaries. To learn more about subsidiaries, refer to Glossary: subsidiary.

Appropriate error messages are displayed when permissions are insufficient or when cross-entity datasets are incompatible.

To learn more about consolidated engagements, refer to Create a consolidation engagement.

General user-experience improvements

Consistency in visual elements: UI elements have been reviewed for consistency across the Documents, Data and Risks & controls pages by standardizing icons, buttons and terminology. This includes ensuring annotation buttons are uniformly blue and updating tooltips for clarity.

Revert changes to default template for text sections or dynamic tables in financial statements

Users can now revert the content of dynamic tables or text sections to their original state as they were when the engagement file was created. This new option is available in the More actions []menu , making it easier for users to restore the initial content if needed.

Note: Content will revert to its original source template, not the latest version available, even if authors updated the content of the same Text Section or Dynamic Table.

What won’t be reverted

• Engagement glossary terms: These will remain unchanged, even if users override the output.

• Data links information, except dynamic text.

• Overridden trial balance amounts in dynamic tables: Reverting these amounts in one table will affect all other tables where the same trial balance item is used. Users already have the option to revert any overridden amount to its default on a Dynamic Table Trial Balance row.

Fixes in Cloud Engagements 2025-04

The following list features a brief description of bugs that have been resolved in Cloud Engagements 2025-04. These fixes apply to both new and existing engagements.

• The button to add notes from the library is visible for hidden components.

• The custom formula field in the materiality form does not allow users to access planning balances.

• The ability to remove preselected options from an engagement template and pick new options frequently breaks when carrying forward into a new year. The document will still include the pre-selected options as well as the new selections.

• The Recalculate option triggers even when no changes have been applied after posting the journal entry. When users click on the Recalculate button the linked value is again posted on the account and the amount becomes 0. If users go to another Cloud Workspace tab and comes back, the Recalculate option reappears.

• The datalink function, when linked to trial balance data in a quarterly engagement, only shows data for Q1. It needs to show the comparative data of the active quarter against the previous quarter.