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 the left of your screen and select the + icon next to Question Sets.

This will insert a new Group at the bottom of your query document which you can name accordingly. 

Adding new Query Questions:

A Query Question refers to a specific question or request that is directed towards the client.

To add a new Query Question, simply hover over the desired location to access the pop up menu. Click the + icon.

You will then select the type of response you want the client to provide. They are outlined below.

• File Upload: File Upload response provides clients with a dropbox to browse and/ or drag and drop documents to. 
  

• Picklist: A picklist response type generates a picklist where the client can select ONE response. Using the edit pencil, you can alter the response options and add more. You can also select to display the options inline, which presents them horizontally instead of vertically.
  

• Multi-Picklist: A multi-picklist is a picklist where the client can select MULTIPLE responses. Using the edit pencil, you can alter the response options and add more. You can also select to display the options inline, which presents them horizontally instead of vertically.  
  

• Text: A text response type is simply an input cell in which a client can manually type their responses. 

• Date: The date response type allows clients to select a date from a calendar. 

Please note: If you have selected a File Upload response type, you can go into the three dot menu on the right and select Settings. Insert CWXTNDANZ into the AuthorID and this will link the documents your client uploads to the Working Papers 2019 Xtend ANZ placeholder. Review this FAQ for more details on Xtend's integration with Working Papers 2019. 

Re-ordering Groups and Query Questions:

To move your Groups or Query Questions to a different position inside the Query document, you simply drag them where needed within the Navigation Panel.

• Related Articles

• Xtend Firm Settings Guide

  This guide walks through how to customise Xtend to suit your firm using Firm Settings.

• 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 ...

• 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 Query Notifications

  Xtend is a popular Cloud-based app that is used by auditors to collaborate with their clients. The queries feature within Xtend is a powerful tool that facilitates this collaboration. To help you get the most out of collaborating with your clients, ...