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- Recover a previous version or deleted file
- Files
- Objectives
- Manage client relationships
- Understand the trial balance dataset
- Import and manage data
- Manage risks and risk assessments
- Prepare a CSV or Excel file to import transactions or subledger data
- Import and manage data
- https://portal.cpa.com/aa/onpoint-pcr
- Move files in bulk
- Fixes
- Gegevens van de klant importeren uit een CSV- of Excel-bestand
- Manage the firm template
- Support
- Hide sublevel headings for notes
- Add data in the financial statements tables
- Manage the enterprise firm template
- Understanding
- Release updates
- Transition guide—OnPoint Audit 2025 template
- Known issues
- New in Caseware DocuFlex OAG
- Design
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