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- Test your single sign-on integration (ADFS, Entra ID)
- Assign API permissions
- Assign authorized staff to use single sign-on
- Copy the metadata endpoint
- Generate a client secret
- Generate the Reply URL
- Configure optional claims
- Get started - enterprise authors
- Index
- my.caseware.com
- Get started with MyCaseware
- What is Caseware Cloud?
- Supported third-party desktop accounting software
- Financial Statements
- Add a checklist
- Checklists
- Index
- What is Caseware Cloud Connector?
- What is Caseware AiDA?
- What is Caseware Extractly?
- Winter 2025 changes
- What's New
- restored from the Recycle Bin
- Data recovery limitations
- Firm settings - Caseware Working Papers Backups
- Index
- [1]
- View analytic test results for checklists
- https://portal.cpa.com/aa/onpoint-pcr
- English (US)
- Dataset types described
- Import and manage data
- Manage your imported data
- Prepare the transactions CSV file
- Data Import
- Trial Balance Data
- Resolve data import conflicts
- Understand the general ledger dataset
- Additional details
- Transaction details described
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