3. Sending and Receiving requests
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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 ...
Xtend Firm Settings Guide
This guide walks through how to customise Xtend to suit your firm using Firm Settings.
How do I request sensitive information from a client using Xtend?
It is important to note that an Xtend engagement is not limited to just one queries document. The standard queries document provided, known as the Request for Information (RFI) document, is simply a basis for you to work with. At any point, ...
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: ...
Xtend May 2021 release video
Please refer to the below video for an overview of what's included in the May 2021 Xtend update: Note: If you DO NOT use a custom firm template, you will not need to action anything. The update will automatically roll out to the default template on ...