CaseWare IDEA
Installing IDEA 12.3
You can download the latest IDEA version from Passport if you have an active license and access to Passport, or contact your distributor for the latest version. The install process automatically uninstalls your existing IDEA version and installs the ...
How to download and use the Validate ABN Custom Function
Included with IDEA are over 100 @Functions used by the Equation Editor. For the majority of users, this list is enough. However, there are circumstances that arise where a function that is required does not exist. IDEA lets you create your own custom ...
Dragging and Dropping files between IDEA and Caseware Cloud
IDEA 12.2 gives you the ability to access some of the cloud functionality directly within IDEA. Caseware Cloud integration in IDEA lets registered cloud users connect to their firm's instance on the cloud. Setting Caseware Cloud URL Settings Select ...
How do I download and install the Duplicate Excluder App?
1. Open IDEA 2. Navigate to and launch the Passport option in the Home tab. 3. Login to Passport if requested 4. In the Passport, Navigate to SmartAnalyzer tab & select Duplicate Excluder App. 5. Download the Duplicate Excluder App to your ...
How to download Custom functions for IDEA 12?
The Custom Functions package contains 60 Custom Functions for use with IDEA V12 or higher. This package contains Custom Functions relating to Data/Time, Character, Numeric and Financial. The package includes an installer package and a pdf that ...
Installing IDEA 12.2
You can download the latest IDEA version from Passport if you have an active license and access to Passport, or contact your distributor for the latest version. The install process automatically uninstalls your existing IDEA version and installs the ...
How do I download and install the Exceptional Exceptions - Purchase Card App?
Open IDEA Navigate to and launch the Passport option in the Home tab. Login to Passport if requested In the Passport, Navigate to Smart Analyzer drop down Select and download the Exceptional Exceptions - Purchase Card app to your ...
How to download a Custom function?
There are 2 ways to download a Custom Function from the IDEA Passport. Method 1 Download from the CaseWare Passport. Custom functions are located on the Downloads Tab > IDEA Custom Functions Click on the custom function you want to download Unzip ...
How to check out an IDEA commuter license
This feature only applies to IDEA Network Concurrent users. You can only check out a commuter license while you still have access to a Network License Server (NLS). Commuter licenses remain active for a designated duration (120 days maximum) or until ...
How do I remove a plugin from the IDEA Lab ribbon?
If you wish to delete or remove a plugin do the following: Open File Explorer Navigate to \Documents\My IDEA Documents\Local Library\Macros.ILB\IDEA Lab Double click the Remove.exe file of the plugin you wish to remove. Select Yes to confirm you wish ...
How to check and update a SmartAnalyzer App Version
From time to time newer versions of the SmartAnalyzer Apps are released. In order to ensure you have the latest version installed we advise that you check the IDEA Passport regularly and then if necessary download and Import the latest version of ...
Importing data from MYOB AccountRight Live to IDEA
There is no direct import from MYOB and MYOB AccountRight Live to IDEA. The CaseWare Accounting Package import lets you import data from a wide selection of third-party accounting software directly through the Import Assistant. To accomplish this is ...
Importing data from XERO to IDEA
There is no direct import from XERO to IDEA. You must first export the Trial Balance and General Ledger from XERO. Then import them into IDEA. Create the files in XERO Select Accounting> Advanced> Export Accounting Data Trial Balance: Select ...
How to Connect IDEA to PowerBI?
Use IDEA ODBC Driver to create User or System DSNs (32-bit or 64-bit) that can be used to connect other applications to your IDEA databases so that you can create visualizations and reports outside of IDEA in tools such as PowerBI, Tableau, and ...
Importing CaseWare Working Papers Engagement Files to IDEA
To import the engagement files to IDEA: 1. Navigate to the Import option 2. Select Caseware Working papers as an option in the import assistant and click next 3. Click the browse button to select the Working Papers client file path 4. Select the ...
How do I download and install a plugin from IDEALab?
IDEA Lab is a website where IDEA users can access, download, comment on, and test working prototypes. Included with your subscription, IDEA Lab can only be accessed from IDEA v11 and is displayed in your default web browser. Open IDEA On the IDEA Lab ...
How to download the latest version of IDEA from Passport?
IDEA 12.3 is the latest version of IDEA. Upgrading to IDEA's latest version is really easy if you are already on any previous IDEA version from IDEA 11 onwards. Here are the steps to follow: 1. Open IDEA 2. Navigate to and select the Passport option ...
How do I download SmartAnalyser apps in IDEA?
SmartAnalyzer is an integrated platform within the IDEA that helps you navigate the entire data analysis process from start to finish in just a few easy steps. There is a wide selection of applications available to run in SmartAnalyzer with ...
How do I download the utilities app if I am on IDEA 11.1 or higher version?
Here are the steps to download the IDEA utilities app: 1. Open IDEA 2. Navigate to the Passport option in the Home tab. 3. Login to Passport 4. In the Passport, Navigate to Smart Analyzer drop down to pick IDEA utilities ...
How do I download and install the Financial App?
Open IDEA Navigate to and launch the Passport option in the Home tab. 3. Login to Passport if requested 4. In the Passport, Navigate to SmartAnalyzer tab & select Financial App Package 5. Download the Financial App Package ...
How to remove IDEA 11 license and move to other machine?
To remove the IDEA 11 license from current machine, you have to revoke the license. Follow the steps to revoke a license: 1. From the Windows Start menu, click the IDEA folder and then click CaseWare IDEA License Manager. The CaseWare IDEA License ...
How to correct the IDEA display?
Issue: With the introduction of 4K and other high-resolution monitors, especially on smaller displays and laptops, the IDEA display can be negatively affected. Some elements, including buttons, dialogs, and grid items, maybe sized incorrectly. ...
Can I open IDEA 11.1 Databases in IDEA 10.4?
If you upgrade to IDEA 11.1 please note the following: The Project Overview feature for a database is not backward compatible after you open that database in IDEA 11.1. You can open 11.1 databases in 10.4, but you cannot see any previous History from ...
How do I register for Passport?
To access CaseWare Passport, you must have: • an active internet connection • an active IDEA subscription • IDEA 11 or later 1. Launch IDEA 2. Click on Passport icon on CaseWare section 3. IDEA passport website will get opened in the web browser, ...
How do I download the Exceptional exception app if I am on IDEA 11.1?
Open IDEA Navigate to the Passport option in the Home tab. Login to Passport In the Passport, Navigate to Smart Analyzer drop down Download the application in your computer and extract the files of the app. Once extracted, You will get the ...
CaseWare IDEA Level 2 Pre-training Checklist
What is this FAQ for? This FAQ is for performing your pre-training software and training file checks to make sure everything is in working order before your CaseWare IDEA Level 2 training course. All training is conducted with the latest software ...
CaseWare IDEA version 10 Passport registration
To access all the great resources on CaseWare Passport, you must be a registered user. You can register for CaseWare Passport directly from IDEA. Registration consists of creating a password for your Passport account. Your IDEA install key and a ...
CaseWare IDEA Level 1 Pre-training Checklist
What is this FAQ for? This FAQ is for performing your pre-training software and training file checks to make sure everything is in working order before your CaseWare IDEA Level 1 training course. All training is conducted with the latest software ...
Failed to open the selected file when editing Python File
Editing python file within Library/Custom Functions receives the following message. Only occurs in IDEA 10.3. Solution: Need to set the default program for opening python files 1. Go to the physical location of the file, right click to select “Open ...
IDEA Application Freezes or unable to see dialogue box
Scenario 1) When I try to use IDEA the application window appears frozen. How can I resolve this? 2) Unable to see equation editor dialogue box. Very common question which is reported in the Knowledge base within Passport. Most common for those who ...