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Yes, the contact will need to set the query as complete to ensure that an email is sent back to the query creator.  An email will not be generated when a document is uploaded.  Read More

In some circumstances, it might be appropriate to lock the current planning balances on the B30_FSA to ensure they match the data at the start of the audit, in the event there could be a change to the trial balance. 1. If this is the case, you can... Read More

The Active Directory Import allows users contained in the Windows Active Directory to be imported into the Working Papers user list. In addition to the user name, additional information such as the user's last name will be brought in. A user... Read More

With the introduction of the 2023 UK taxonomy, there is no longer an option to tag with or without DPL. Caseware will determine the tagging of the Detailed Profit & Loss (and corresponding notes) based on whether the statement is turned on within... Read More

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... Read More

For the Strategic Report use the function Extra report section table should there be a requirement for a key performance indicators table. 1. To insert the table, select an existing report section title and click the add icon. 2. Select Extra... Read More

If there is a difference in relation to Taxation, it may be due to the note being switched off.   This can also appear as an error on the Balance Sheet, as the profit and loss reserve is out of balance.   1. Turn on the Taxation note within the... Read More

The super deductions are calculated on a pro-rated basis. The value may be less than 130% if the period in which the qualifying expenditure occurs, straddles 1 April 2023. Read More

To change the password of a user an admin will need to follow the steps below.  1. Use the panel menu to navigate to staff.    2. Locate the staff member and click on the edit pencil.    3. Navigate to password.    4. Tick the box to change... Read More

When adding a new document using the B32_KAE if a script error is encountered the common components will need to be reinstalled.  Read More