Setting up a reminder in MyCaseWare for SMSF Audit.

Setting up a reminder in MyCaseWare for SMSF Audit.

To set a reminder within MyCaseWare to re-order SMSF Audit engagements, you will need to a follow a number of steps outlined below.

  1.  In MyCaseWare, click on Licences.

  2. Click on Site Details.
  3. Once accessed, you have the option to select a billing contact to send an email notification to, and nominate the amount of remaining engagements the notification will be sent at.