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- Analytical review
- What is Caseware Audit International?
- New in Caseware Extractly
- Import data from online accounting software
- Automated extraction
- Create client entities
- Dashboards and Tracking
- Activities
- Entities
- Set up client billing
- Draft an invoice
- Reports and Evaluation
- Time and Expense
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- Manage the engagement documents
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- Customize the financial statement settings
- Create a new engagement based on an existing file
- Get started with central planning
- Add a checklist
- Add a response type to a procedure
- Add a procedure
- Update after a version release.
- Add areas
- Template setup
- Authoring index.
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- Firm settings - Engagement File Management
- Recovering folders and files from the Recycle Bin
- Organize files by folders and tags
- Customize the title of the notes section in the financial statements
- Customize numbered headings in the financial statements
- Files
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- Controls report
- Add a control
- Perform assessment of the controls environment
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- Get started with central planning
- Group properties
- Customize financial groups
- Manage your imported data
- Resolve data import conflicts
- Export data from Quickbooks
- Export data from Xero
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