Caseware Cloud Apps - Platform Updates

Caseware Cloud Apps - Platform Updates

Many Caseware Cloud apps are built using the same underlying technology platform - this includes SMSF Audit, Agile Audit, Xtend, Analytics AI, and Cloud Financials.

This platform is updated regularly - enhancement inclusions in the latest update are listed below.

13 July 2022 update

General Enhancements

  1. Access entities from Engagement Properties - select the Entity name from the engagement properties and jump to the entity details in Cloud.

  1. Tooltips - Tooltips have been added to carry forward and review tools to help you understand the icons throughout the application.
  2. Search for TB groups in the data link dialog - When you access the trial balance through the ‘FX’ function, you can now search the trial balance and easily apply the options quickly.
  3. TB import - You can now import the trial balance from any Excel or CSV file from the Documents screen, without downloading it to your computer.

Query enhancements

  • Job titles for contacts - When assigning a query to a specific contact, you can now view their job titles, to ensure you choose the right contact to send the query to.

Financial Statements enhancements

  • Note references in table total rows - You can now add note number references to the total rows in the dynamic tables. This feature will help you with the cash flow statement note number reference requirement.

  • New options for table borders - overlines and double underlines can now be added to rows within dynamic tables.

  • PDF/A download option - download financial statements in PDF/A format, which will ensuring formatting is preserved, regardless of the operating system or application.

  • Currency symbols in tables - there is now a global setting that controls the display of the currency symbol in dynamic tables. In the table headers, you can show the currency as the symbol ($) or code (AUD).

  • Keep together areas - there is now an option to keep together text areas, to ensure that an entire paragraph will be automatically pushed to the next page if it does not fit on a page.

  • Merge table headers - You are now able to merge table headers within tables.

  • Percentage variance decimal values - You can now add decimal points in the percent variance column in tables.

Firm Settings enhancements

If you customise a cloud app using Firm Settings, here are some additional enhancements to be aware of:


  • Add mapping numbers - You can add additional mapping numbers to the mapping structure and sort them to the appropriate locations, making it easier to break down the mapping into more detail.

  • Checklist visibility conditions - You can add visibility conditions to the checklist responses. This will allow you to build a comprehensive checklist and present the response based on certain conditions.