SQM Getting Started 5: Optimising SQM Notifications
In this Quickvid we look at how firms can optimize SQM notifications by harmonising procedure response frequencies.
Once the SQM designers have watched this video, they will be able to
- identify procedure responses that are creating unnecessary or overwhelming number of staff notifications
- edit procedure response frequencies, in order to reduce number of notifications staff receive before approving and re-publish them so that the updated frequencies are applied
Getting Started - Agile Audit
Before following the below steps, please ensure that all relevant staff have the Agile Audit ANZ app enabled within their cloud account. See Enabling Agile Audit for staff to learn how to. Step 1: Create an Agile Audit engagement For more ...
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 ...
CaseWare SmartSync - Getting Started
Introduction: SmartSync is a component of Working Papers that enables you and your colleagues to work on a client file simultaneously, when you are in the file with several people you can immediately see any changes they make regardless of their ...
Getting started with the CloudBridge
Prerequisites: Have access to the Firms Cloud instance and logged in. The Cloud engagement file has been created in a Client entity. Have a CaseWare Working Papers file with the CloudBridge in it. Steps Launch the CloudBridge by double clicking on ...
Getting Started with Cloud Financials
Before following the steps below, please ensure that all relevant staff have the Financials app enabled within their cloud account. Step 1. Create a Cloud Financials engagement. Step 2. Complete the Entity and reporting information optimiser. Step 3. ...