Getting Started with Cloud Financials

Before following the steps below, please ensure that all relevant staff have the Financials app enabled within their cloud account.

Step 1. Create a Cloud Financials engagement.

Step 2. Complete the Entity and reporting information optimiser.

Step 3. Import your trial balance into the engagement.

Step 4. Map your trial balance to the Cloud financials mapping structure.

​

Step 5. Review and complete the financial statements and download in pdf format.

• Related Articles

• Getting Started - Agile Audit

  Before following the below steps, please ensure that all relevant staff have the Agile Audit ANZ app enabled within their cloud account. See Enabling Agile Audit for staff to learn how to. Step 1: Create an Agile Audit engagement For more ...

• Getting Started - Xtend

  Before following the below steps, please ensure that all relevant staff have the Xtend ANZ app enabled within their cloud account. See Enabling Xtend for staff to learn how to. Step 1: Create an Xtend engagement. This can be done in two different ...

• CaseWare SmartSync - Getting Started

  Introduction: SmartSync is a component of Working Papers that enables you and your colleagues to work on a client file simultaneously, when you are in the file with several people you can immediately see any changes they make regardless of their ...

• Getting started with the CloudBridge

  Prerequisites: Have access to the Firms Cloud instance and logged in. The Cloud engagement file has been created in a Client entity. Have a CaseWare Working Papers file with the CloudBridge in it. Steps Launch the CloudBridge by double clicking on ...

• Get started with Caseware Sherlock Builder

  To start, sign in to your firm's Cloud site. As a firm administrator, you must complete the following tasks before your staff can get started: Ensure you've set up your Caseware Cloud firm with staff and entities. Grant your firm's Sherlock Builder ...