Within Smart Engagement, if using the same Account Numbers in multiple files, a Configuration file can be created using the TBM3 tool to allow quick mapping of other engagements. Creating the Configuration File: 1. Use a file that has a Trial... Read More
How to
1. Navigate to the Data tab within the Cloud Engagement: 2. Click on the edit pencil next to the figure that needs amending: 3. The following popup will appear, alowing you to manually delete the figure from the box shown below by replacing... Read More
There are two ways to remove figures within a Smart Engagement: 1. Reimport the correct trial balance (click here for instructions on importing). 2. Amend each figure manually (click here for instuctions on amening individual figures). Read More
Once all work on your Caseware Cloud engagement is complete, you can lock down the file. You can either lockdown your file immediately (using the manual lockdown option) or use the system driven automatic lockdown feature. Manual Lockdown 1. Access... Read More