CaseWare Cloud
Cloud Financials - AASB 101: Presentation of Financial Statements - Material accounting policy information
Updated FAQ - Please see here: https://my.caseware.com/s/article/Cloud-Financials-AASB-101-Presentation-of-Financial-Statements-Material-accounting-policy-information AASB 101 Presentation of Financial Statements has been revised for annual reporting ...
How do I add a table response to my query document?
You are now able to capture the responses from your client in a table format in the query. Navigate to the 3 dots [...] and select Settings Select Allow multiple rows Click Response twice to create 2 additional columns in the query table. There is a ...
How do I download and restore files using the Recycle Bin?
What is the Recycle Bin? The Recycle Bin is a feature that provides a safety net when deleting external files such as, WORD, EXCEL or PDF. When you delete these type of workpapers from your engagement, it is temporarily moved to the Recycle Bin for a ...
What’s new in Smart Engagement?
March 2023 Caseware's Smart Engagement technology power's our Cloud Apps such as Agile Audit, SMSF Audit and Cloud Financials. We are excited to confirm today's release of an update to Smart Engagement which includes the following: New Control Report ...
Caseware Cloud Apps - Platform Updates
Many Caseware Cloud apps are built using the same underlying technology platform - this includes SMSF Audit, Agile Audit, Xtend, Analytics AI, and Cloud Financials. This platform is updated regularly - enhancement inclusions in the latest update are ...
Additional Licenses for Cloud Apps
Purchasing additional licenses can be done through MyCaseWare or in your cloud instance: Select the Menu located in the top left corner of the cloud window. Scroll to the bottom of the menu and select Settings. The Settings option will not show ...
Guidance on MYOB provider Binding
Below are the steps to export the CSV file from the MYOB system and import it into CaseWare cloud products. You can export the Trial balance and transactions from the MYOB account right software. To Export the Trial balance from MYOB: Login to your ...
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 ...
Public Sector: How to bypass the "incomplete document" message
There is a known issue whereby the following "Incomplete document" message appears when signing off programs. The first thing to check when receiving this message is that all procedures within the program have been responded to and signed off. To ...
Public Sector: How to include the Reportable Amount Threshold in Materiality
This FAQ is only applicable to the Public Sector template. The 'Reportable Amount Threshold' can be enabled via the settings of the 2-405 Materiality document. Note: If you DO NOT see the above setting in your Materiality document, then you are ...
Information to assist with APES 305 compliance
APES 305 was revised in December 2020, and is applicable as of 1 July 2021. One of the changes made relates to a new requirement for firms to inform clients when they are using a Cloud Computing provider. According to the definition in APES 305: ...
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 ...
Using the new SuperMate import - For New Funds
For funds administered in SuperMate, SMSF Audit engagement files can now be created in bulk (previously, each fund engagement file had to be created individually, and then the data from SuperMate was imported). Importing funds using this option will ...
How to deactivate/delete staff members in CaseWare Cloud
Deactivating a user prevents them from logging into Cloud, but keeps their profile in the system and preserves their files, activities and discussions. You may want to deactivate a user if they are going on extended leave. Instead of deleting staff ...
How CaseWare Audit System deals with the audit standard ASA 701.
Since the previous release of Audit System there has been a new audit standard that has been introduced, ASA 701 - Communicating Key Audit Matters in the Independent Auditor’s Report. As a result of the new requirement, the Audit System template has ...
What is the KRPT report?
Key audit matters, as defined by auditing standard ASA 701, are those matters that, in the auditor's professional judgement, were of most significance in the audit of the financial report of the current period. Key audit matters are selected from ...
Enable detailed cloud notifications for email
Follow the below instructions to enable detailed information to display in the email notification. As a default, the detailed information is switched off as security protocol. Detailed information can include the names of people, files, and ...
Enabling Cloud Apps for Staff
After your Cloud App 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, as set out in the below example. In this example, we ...
Cloud Security Certifications and Procedures
Application & Interface Security 1. What software development standards do you follow? Our Software Development Life Cycle (SDLC) ensures that our applications and programming interfaces (APIs) are designed, deployed, and tested in accordance with ...
How to create a new Business Cycle
Adding a new business cycle To add a new user defined business cycle, you must click on the button within the FSA document. This will then allow the user the option to add or delete a business cycle. In this case, we will choose 'Add'. Once you ...
How to upload documents into CaseWare Cloud- A Contacts Perspective.
Use CaseWare Cloud as a secure files repository. You can upload documents from your local drive to Cloud and then share them with other staff or contacts. For the purposes of this article, we will underline how to upload documents as a Contact. ...
Introduction to CaseWare Cloud
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 also integrate with CaseWare ...
CaseWare Cloud Advanced Securities
CaseWare Cloud Advanced Security allows you to set up the CaseWare Working Papers protection in CaseWare Cloud. Some of the security elements are: Who can import and map the accounts Who can post adjustment journal Who can modify the engagement ...
Best Practices for managing CaseWare Engagements in Cloud
Preparation Before we can use the files view to manage the engagement, we will need to do some groundwork on the Cloud and CaseWare files. Entities You will need to create a separate entity on the Cloud for each individual audit engagement. For ...
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 ...
Configure two-factor authentication
SMS-based two-factor authentication is currently available free of charge on a trial basis. In a future release, our development team will add a second method of two-factor authentication. That method will work with mobile devices, will not rely on ...
Cloud Security Compliance
CaseWare Cloud continually undergoes independent security audits to reinforce our commitment to data security, privacy, and compliance controls. Independent auditors examine our entire Information Security Management System (ISMS) to verify our ...
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, ...
Setting staff access levels
If staff has been added using an imported list, you will need to configure their role settings and app access at either the individual or group level to ensure that they can perform their tasks and view the appropriate organization content. Assigning ...
Setting up a client portal in CaseWare Cloud
A client portal enables your staff to interact with clients from a central location; you can share files, updates, and make requests. All these activities will then be stored in your workspace for future reference. Set up a client account You'll have ...
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 ...
Deleting a parent file from CaseWare Cloud
This article provides a guide on how to delete an engagement file which has been published under an entity which has been set up on CaseWare Cloud. Step 1: Open the page of the entity via CaseWare Cloud. Step 2: Click on the name of the engagement ...
Moving Files within CaseWare Cloud
Any file type that has been uploaded to CaseWare Cloud can be moved between entities, without the need to delete them. 1. First select the file or files you want to move. 2. From the information pane, click the three dots button and select Move to ...
How do I create a Cloud view
CaseWare Cloud is a powerful platform that offers auditors a number of collaboration and job administration tools. It also allows senior team members to get an overall, ‘helicopter view’ of key information for the engagements they are responsible ...
How do I change the Time Format in Cloud
To change your date format in CaseWare Cloud, follow these steps: Procedure: Step 1: Click on the Cloud Button at the top left, and select Firm Settings. Note: Your CaseWare Cloud Firm Administrator would have access to Firm Settings. Please have ...