CaseWare logo
(Canada)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español
CaseWare Cloud logo
(Canada)
English (Canada) English (US) English (International) Français (Canada) Nederlands (Nederland) Deutsch Español

Glossary

Objective of the glossary

A

  • account

  • account assignment

  • account group

  • adjustment

  • analytics

  • analytic test

  • artificial intelligence (AI)

B

  • business units

C

  • carry forward

  • client

  • company

  • connector

  • consolidation

  • contact

  • control

  • customer

D

  • data connector

  • dataset

  • dataset type

  • data source

  • dimension

  • document

  • document type

E

  • engagement

  • engagement team member

  • entity

  • entity association

  • external consolidation

F

  • final balance

  • financial statement

  • financial statement area

  • firm

  • firm author

  • firm template

G

  • generative AI

  • group

  • grouping structure

H

  • Hybrid Cloud

I

  • interim balance

  • issue

J

  • job

L

  • large language model

M

  • machine learning

O

  • organization

P

  • planning balance

  • primary author

  • product template

  • project

  • provider binding

Q

  • query

R

  • reporting period

  • review note

  • review tools

  • risk

  • risk assessment

  • risk library

  • role

  • roll forward

S

  • schema

  • schemaless

  • signoff

  • signoff role

  • signoff scheme

  • staff user

  • subsidiary

T

  • tag

  • template

  • trial balance

U

  • user group

V

  • visibility settings

X

  • XBRL fact

Y

  • year-end

Z

  • zero-balance account

Was this helpful?

Yes
No
In this article
Recently viewed
  • Import data from online accounting software
  • View licenses and downloads for Caseware Desktop products
  • Import from QuickBooks desktop (Export from QB)
  • IDEA
  • Import from QuickBooks desktop
  • Caseware AiDA FAQ
  • Get started with Caseware AiDA
  • Download utilities and software updates
  • S
  • Français (Canada)
  • Grant users access to items in an entity
  • Revisión analítica
  • Realizar evaluación de riesgos
  • Completar los documentos de evaluación de riesgos
  • Get started - Staff
  • Start the engagement
  • New in Caseware ReviewComp
  • What is Caseware ReviewComp?
  • Perform assessment of the controls environment
  • Español
  • Crear un documento de consulta
  • Crear un documento de consulta
  • Español
  • Draft an invoice
  • Send an invoice to a client
  • Manage sync copies
  • SmartSync
  • Get started - Firm Administrator
  • Manage your imported data
  • Understand the trial balance dataset
  • Create staff or contact groups
  • Creating an account.
  • Send the query to contacts
  • Create a query document
  • Home
  • Generate a sample using the Manual method
  • Sample selection
  • Group audit overview
  • Import the trial balance from a CSV or Excel file (old method)
  • Import and manage data
This content is exclusively related to and has been filtered out. Select the PRODUCTS dropdown in the top navigation to modify your filter settings.

Stay Connected

Subscribe to receive updates on the latest articles and news for CaseWare products.

Your download will start immediately after you subscribe.

Please enter a valid email.
No thanks, I just want the file.

Don't have a cloud yet? Click to learn more

Cookie Notice

Our sites use cookies to improve your online experience. Cookies are stored on your browser to provide secure log-in, gather statistics to improve site behavior, and to show you content that is relevant to your region. You can change your cookie preferences at any time from your browser settings. For information on our privacy practices, see our Privacy Policy.

I understand
CaseWare logo
About Who we are Where you fit Certifications
Legal Caseware Cloud Privacy Policy Terms of Use Cloud Services Agreement Cloud Service Level Agreement
Resources Support Training Distributors MyCaseware
Contact
Caseware International Inc.
351 King St E, Suite 1100,
Toronto, ON M5A 2W4, Canada
Tel: 416-867-9504 Fax: 416-867-1906

Copyright © 2026 CaseWare International