What is the CaseWare User List
The CaseWare User
List will display all users who are currently in the
CaseWare engagement file. As users open and close the
engagement file, the user list will automatically refresh to
add / remove users as necessary.
Note: The Status
bar also indicates how many other users are in the file, as well as the
document they are accessing.
any user has a CaseView document open, this information will also be displayed.
The CaseView refresh rate is by default every 10 seconds, so it may take some
time before you see the document appear / disappear from the list as it is
opened / closed.
on a user will expand to display the list of documents that user has
can be useful to know which other users are in the file because the following
features require exclusive access to the file:
(both consolidated and external files)
How to import Adjusting Entries into CaseWare
Users now have the ability to import adjusting journals via the Import function. Before we begin, it is important to note that you must have your journals divided into the following required and optional columns. Required: Journal Entry - The ...
Importing staff members or contacts from a list
CaseWare Cloud offers two methods for adding staff or contacts to your organization: - importing a list using a .csv file or delimited block of text or - adding users individually in Cloud. If your organization has more than 50 employees or contacts, ...
Can CaseWare documents be exported to Microsoft Word & Excel
CaseWare Working Papers allows users to export CaseWare type documents to Microsoft products. Automatic Documents can be exported to Microsoft Excel. CaseView Documents can be exported to Microsoft Word. Automatic Documents To export automatic ...
Setting up Time (the app) in CaseWare Cloud
After integrating the Time application with CaseWare Cloud, you will want to set up your environment so staff can begin entering their time and expenses. To do this, you need to add staff, default rates, work codes, and entities. Adding staff Staff ...
What is the Management Reporting template
The Management Reporting template can produce monthly, quarterly and other periodic reports based on current year, prior year, budget and forecast data. The template is an add-on which consists of two extra documents: Profit and Loss Statement. ...