Xtend - A contact's perspective.
Please download the Xtend - A contact's perspective guide attached below to get the complete guide.
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 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 ...
What’s New in Xtend
We are pleased to announce the release of CaseWare Xtend’s May 2021 template update. This update is key. It is important to ensure you read all the instructions and follow the processes described. Please contact our Customer Service team (+61 3 9660 ...
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, ...
Enabling Xtend for staff
After Xtend ANZ has been enabled on your firm’s CaseWare Cloud site, a Cloud administrator will need to assign the app to the relevant staff to access and use. This is done one of two ways: NOTE: Both options below can only be performed by a Cloud ...