Follow these steps to assign Caseware mapping numbers to your imported accounts in the Cloud Audit templates: 1. With the Data tab open, either select Assign Accounts on the left or the link icon in the top-right (visible from the Accounts or... Read More
File setup and optimisation
For guidance on adding Benchmarks to your Cloud Audit engagement, please see the below video: Visit our Client Services YouTube Channel for more QuickVids. Read More
For guidance on inputting Materiality Benchmarks into your Cloud Audit engagement, please see the below video: Visit our Client Services YouTube Channel for more QuickVids. Read More
Find below a recording of our Cloud UK Audit Exemption webinar, held on 10th May 2021.  Visit our Client Services YouTube Channel for more QuickVids. Read More
Follow these steps to create a new Cloud Audit engagement file: 1. Within your Caseware Cloud instance, navigate to the relevant entity:  2. Under the Engagements section, use the New button to select the template for the new engagement:  3.Â... Read More
Consolidations can be created within Cloud Audit files following the steps below. 1. First click on the company name and then consolidate.  This will show the screen below. 2. For this screen Subsidaries can be attached using the option... Read More
Follow these steps to import a Trial Balance into a Cloud Audit engagement: 1. Open the Data tab and select the relevant import method. This example will cover the import process for Excel or CSV.  2. Confirm whether you are importing a Final... Read More
Within all Smart Engagement, the year end dates will only be able to be set to a full year. The year start date will be calculated automatically by the year end date being entered. If you have a shorter period than a year for example 6 months we... Read More