Accessing the Accounts Production Tracker
To access the tracker in Caseware Cloud, click on the three lines in the top-left and select Dashboards.
The following screen will present the saved Dashboard layouts. Choose Accounts Engagement Tracker.
Once loaded you will see the Accounts Production Tracker, which will allow monitoring of the progress of files.
- Related template: None
- Software platform: CaseWare Cloud, Working Papers 2022