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To perform the correct removal of a Cloud Syncronised file follow these steps. 1. Sync AssuranceAssuming the Cloud file originates from a server. Local synced copies should be in sync with the Cloud.   2. Ensure full synchronisationBefore deleting... Read More

Use the remove and replace function to revert a note, statement or report back to the default version after changes have been made. You can also use this function if calculations are not totaling as expected within a note.  Note: All customisations,... Read More

You may find that a note does not build back in after performing a remove and replace on it. This is usually because the accounts have been locked, made evident by the padlock appearing in the toolbar. 1. To unlock the accounts, go to the... Read More

Single underlines can be added/removed from most total rows in notes or financial statements.   1. Select the figure you would like to change. 2. Click the single underline icon underneath the Table tab in the Accounts Toolbar. Read More

In order to roll forward a Cloud Audit engagement a new file will need to be created. 1. One method of doing so is to select the New button. 2. Select the entity relevant to the file you are rolling forward, the Carry Forward Data can be selected... Read More

After SmartSync is enabled, the next step is to configure the installation to integrate with Caseware Cloud. This is configured centrally (see the simple steps below): 1. Open a SmartSync version of Caseware Working Papers from your desktop,... Read More

In order to assist our Caseware Cloud users (including those working with Caseware SmartSync) the availability status of Caseware Cloud can be monitored using the following webpage:   status.casewarecloud.com   The page will... Read More

Restore a backup copy of the file that does not contain the account balances in the trial balance, or follow the steps below to remove the balances by column in the trial balance. Opening Balance column1. To clear the Opening Balance column, right... Read More

If Caseware Support have requested that you send your Caseware file to us, upload this to Sharefile.   Caseware Sharefile is our secure file transfer site and is the preferred method for sending your file to us. Sharefile users can upload files... Read More

This feature is provided as part of our Support service to allow the secure upload and download of large Caseware files.   ShareFile provides a simple way of transferring large files and sensitive data securely and quickly. ShareFile offers... Read More