Xtend ANZ
Xtend Firm Settings Guide
This guide walks through how to customise Xtend to suit your firm using Firm Settings.
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, ...
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 ...
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 ...
How to remove contacts from a query
If you have added a contact to a query and need to remove them, please follow the steps below: 1. Click on the three line menu > select Activities 2. Once in the Activities screen, ensure you have the appropriate entity selected in the entity ...
Xtend - A contact's perspective.
Please download the Xtend - A contact's perspective guide attached below to get the complete guide.
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 ...
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 ...
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, ...
6. How do I copy documents from Xtend into my audit file?
5. Customising Xtend for your firm
4. Sending Deliverables
3. Sending and Receiving requests
2. Using a Query document
1. Creating and using an Xtend file