Completion Events for Tracker
Tracker events will be trigger either by manual user-input or by the completion of certain aspects of the accounts. Below are the four areas that you can manually complete by ticking the Actioned box, which will then populate the name of the user and date of completion.
You will only need to tick Filed with CH and Filed with HMRC if you are filing accounts outside of Caseware. If you are using Caseware and Caseware Cloud to submit accounts, these sections will update automatically.
Caseware marks Wizard Complete and Accounts Prepared when they are signed off as Prepared by in the Document Manager. Similarly, Caseware will mark Accounts reviewed as complete when the Accounts document is marked as Reviewed by in the Document Manager. To access these sign-offs in the Document Manager, right-click on the document and navigate to the options at the bottom of the menu.
The Sent to client event triggers when you populate the Enter date in sent to client field in the Completion section of the Wizard.
This will activate the Client approval date field, which populates the Signed event on the Tracker.
- Related template: None
- Software platform: Working Papers 2022