How do I set up a CaseWare Consolidation File?
This Tip Vid explains the two different options in creating a consolidation file in CaseWare:
- Option 1: One CaseWare Engagement File
- Option 2: Multiple CaseWare Engagement Files
Related Articles
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 ...
Transfer a mapped Trial Balance from a Working Papers Consolidation file to a Cloud engagement
CloudBridge can import a mapped trial balance from Caseware Working Papers Consolidation file into a Cloud engagement file. Please refer to the instructions below: In Export Trial Balance Data? select Yes. CloudBridge will pick up whether the ...
How do I roll forward a Consolidation file?
Once an engagement with a Consolidated Entity has been completed, the next step would be to roll forward the Consolidation File. The correct way to roll forward a consolidation entity is following the process below: 1. Roll forward all the ...
How do I lock down or unlock a CaseWare file
Lock down allows the user to comply with the established standards governing the documentation an auditor should prepare and retain in connection with engagements such as audit of financial statements, audit of internal controls over financial ...
Caseware 2022 Update Webinar
The following is a recording of our 2022 Caseware Update webinar, in which Tim Lew and Joe Nagy walk through what is included and how to correctly update your engagement files. The helpful slide deck is also attached below.