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- Review engagement costs
- Create billing codes for invoices
- Delete files
- Content Workflows
- Create and assign workflows
- Import the client's data from a CSV or Excel file
- Import the client's data
- Manage the firm template
- Known issues
- Complete the engagement
- Archive and lock down the engagement
- Manage the firm template.
- What is OnPoint Audit SLG?
- Open and edit PDFs locally
- Measure productivity
- Get started - Staff
- Set workdays, standard hours and holidays
- Set staff rates and work codes
- Get started - Firm Administrator
- Caseware AnalyticsAI
- View analytic test results for checklists
- Create client entities
- Entities
- Known Issues
- Index
- English (US)
- Release updates
- Implement fund reporting
- implemented fund reporting
- Complete the Allocation overview worksheet
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