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An Introduction to Caseware Cloud *Introductory Level

Webinar Date: 23/05/2024

Webinar Agenda

Are you looking to gain a foundation knowledge of Caseware Cloud, ahead of preparing your Cloud Financials and Cloud Audit engagements?

Join us on Thursday 23rd May 12:00-12:30 (BST) for our introductory webinar, as we take you through an overview of the platform.

During the session, we'll be covering:"

  • Basic Navigation
  • Entities
  • Staff
  • Filters
  • Searching

Our guidance will help you to begin effectively setting up your entities, staff and engagement files on the Caseware Cloud.

The webinar is aimed at new users of the Caseware Cloud and is applicable to Cloud Financials and Cloud Audit users.

As always, there will be opportunities to ask your questions and give feedback.

iXBRL in AccountsAdvanced **Intermediate Level

Webinar Date: 13/06/2024

Webinar Agenda

Are you looking to get up to speed with the iXBRL tagging process in Caseware?

Join us on Wednesday 13th June 12:00-12:45 (BST) for an overview of iXBRL tagging within the AccountsAdvanced templates.

During the session, we’ll be covering:

  • An iXBRL overview
  • Key iXBRL terminology
  • Auto-tagging
  • An introduction to manual tagging
  • Reviewing Tags
  • Generating an iXBRL instance document

We’ll also include a Q&A session for you to ask your iXBRL tagging questions.

The session will provide you with the knowledge to effectively generate an auto-tagged set of accounts and get started with manually tagging content.

  • Related template: None
  • Software platform: None