CaseWare Staff update guide

Staff update guide

Welcome to the Staff Update guide for the CaseWare Australia and New Zealand templates released in October 2021.
Please download the Staff Update Guide Oct 2021 attached below to get a complete guide.
The FAQ links below are also useful resources that we refer to throughout the update guide:
Additional FAQ links that are useful:

    • Related Articles

    • Public Sector Update Guide

      What’s New for October 2021? The following items were updated in the Audit System October 2021 release: Split-up of ASA programs Bug fixes and performance/stability improvements Refer to the attached PSAS Version 3.0 Update Guide.pdf for the October ...
    • CaseWare Cloud - Getting Started Guide

      Introduction CaseWare Cloud is a web service for managing your organisation and workflows. Its features and apps combine to provide a convenient centralised solution for management of both your firm and your engagements. Cloud can integrate ...
    • Update SmartSync child copies

      Update before publishing: Our recommendation is to update the engagement file to the latest template prior to publishing to CaseWare Cloud or Local SmartSync server.  From CaseWare Working Papers 2018 the template update no longer requires all child ...
    • Onboarding of staff into CaseWare Cloud

      When you're ready to provide staff with accounts in Cloud, you can begin onboarding procedures. Generally, the procedures are the same for all organization sizes:  1. Create groups based on functional roles and access rights. 2. Create accounts for ...
    • Mapping Guide

      This guide attached below is designed to assist CaseWare users with the mapping process. It covers frequently asked questions about mapping and provides guidance on where to map accounts for the key financial statement areas and different entity ...