Cloud Apps Firm Settings Guide
Firm Settings is the function through which staff with Administrator rights can access CaseWare Cloud apps and customise them, to align with firm workflows and processes.
The Firm Settings Guide attached to this FAQ explains what can be customised in CaseWare Cloud apps (including Agile Audit, SMSF Audit and Xtend), and how to make these customisations.
For more guidance or assistance with determining what customisations you would like to implement, please contact our Customer Service team.
Xtend Firm Settings Guide
This guide walks through how to customise Xtend to suit your firm using Firm Settings.
Firm settings for Caseware Sherlock
Processing Messages The Processing Messages report displays information about the numerous data extraction processes that occur each day. To view the Processing Messages report: Ensure that you have the Settings Admin role or equivalent privileges. ...
Firm Settings Fact Sheet
Firm Settings is a functionality in SMSF Audit that allows firms to customise the template to suit their own internal workflows and processes. Note: It is important to note though that only 1 firm template can be created in SMSF Audit, so we ...
Xtend Firm Settings: How to customise query documents
This FAQ is directed to those tasked with customising firm templates within Xtend ANZ. Adding new groups: A Group is created as a means to categorise queries into relevant areas. To create a new Group, navigate to the top of the Navigation Panel on ...
How do I change the Time Format in Cloud
To change your date format in CaseWare Cloud, follow these steps: Procedure: Step 1: Click on the Cloud Button at the top left, and select Firm Settings. Note: Your CaseWare Cloud Firm Administrator would have access to Firm Settings. Please have ...