How do I use the Request for Information (RFI) workpapers?
To create and send a query document, follow the steps provided in the FAQ below. Although this FAQ is specific to the Audit product, the same steps are applicable to Cloud Financials.
https://support.caseware.com.au/portal/en/kb/articles/sending-and-receiving-documents-using-queries
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Cloud Financials Process Map
The Cloud Financials process map attached below provides Caseware Cloud Financials users with an efficient and effective step-by-step approach to generating a set of financial statements. To go alongside the process map, we have a series of FAQs to ...
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How do I Send a PDF Copy of my Financials for Review via RFI?
To send a PDF copy of your financial statements via RFI, follow these steps: Create a query and question set by following the steps in this FAQ: https://support.caseware.com.au/portal/en/kb/articles/sending-and-receiving-documents-using-queries Note: ...
What's New in Cloud Financials - Release Notes
April 2024 Welcome to Caseware Cloud Financials April 2024 release, June 2024 content version 2.1547 (June 2023 content version 2.1353). Any changes to the templates will only be applicable for new engagements created after the release date of 18 ...
Enabling Cloud Financials for staff
After Cloud Financials 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 ...