How do I export/save a read-only copy of a Cloud engagement file?
(Note: the images in this FAQ show an Agile Audit engagement file, however the sames steps can be performed in Cloud Financials and SMSF Audit engagement files as well)
Login to your CaseWare Cloud site through your internet browser (we strongly recommend using Google Chrome)
Open the relevant engagement file
Click the Information icon in the black banner at the top of the screen and select Download reference copy
This will create a zipped folder in your Downloads Directory in Windows Explorer that contains copies of all workpapers and screens within the engagement file. Any native documents, checklists and forms will be converted to PDF, while any external file types will saved in their existing format (e.g. Word, Excel, JPG, etc.)
Cloud Financials questions
Here are some questions that we have received in our launch webinar. General Questions What content is available in Cloud Financials? Currently, Cloud Financials supports the new AASB 1060, General Purpose and SDS content for: Companies - for profit ...
How to import a Trial balance and adjustments from an Agile audit engagement into a Cloud Financials engagement file.
Cloud Financials provides the ability for users to easily import a mapped trial balance along with adjustments from an Agile audit engagement into a Cloud Financials engagement. This method cuts down the TB import time for users who need to create ...
Consolidation in Agile Audit
Although consolidation is a feature in Agile Audit, it is important to be aware of a few key rules/best practices: 1. Only Trial Balance and journal data will be consolidated - there is no consolidation of risks or documentation between entities ...
How to create a Combined Audit and Financials Engagement File?
To create a combined Audit and Financial Engagement File, follow the steps below. Prerequisites: A combined file can only be created if both the Audit Systems and Financial IFRS templates are installed. Audit Systems Template Financials IFRS Template ...
Enabling Agile Audit for staff
After Agile Audit ANZ has been enabled on your firm’s CaseWare Cloud site, a Cloud administrator will need to assign the app to the relevant staff to access and use. This is done one of two ways: Both options below can only be performed by a Cloud ...