Xtend Firm Settings Guide

• Related Articles

• Xtend Firm Settings: How to customise query documents

  This FAQ is directed to those tasked with customising firm templates within Xtend ANZ. Adding new groups: A Group is created as a means to categorise queries into relevant areas. To create a new Group, navigate to the top of the Navigation Panel on ...

• Cloud Apps Firm Settings Guide

  Firm Settings is the function through which staff with Administrator rights can access CaseWare Cloud apps and customise them, to align with firm workflows and processes. The Firm Settings Guide attached to this FAQ explains what can be customised in ...

• Xtend firm settings: Query documents vs. Query Template

  When customising your Xtend firm template, it is important to note the difference between creating a query document versus creating a query template. While they function and look much the same on the firm template level, the key difference is seen on ...

• Firm Settings Fact Sheet

  Firm Settings is a functionality in SMSF Audit that allows firms to customise the template to suit their own internal workflows and processes.   Note: It is important to note though that only 1 firm template can be created in SMSF Audit, so we ...

• Updating the Firm Settings Template

  This knowledge base will guide you on how you can apply the latest template update on your existing firm settings template. Same year release When Caseware releases an update to the same template, please follow these steps: Go to the Firm Settings | ...