Caseware Cloud
558 articles in this locale.
Explore
65What's New
39Release History
37- Cloud Engagements 2026-09
- Cloud Engagements 2026-08
- Cloud Engagements 2026-07
- Cloud Engagements 2026-06
- Cloud Engagements 2026-05
- Cloud Engagements 2026-04
- Cloud Engagements 2026-03
- Cloud Engagements 2026-02
- Cloud Engagements 2026-01
- Cloud Engagements 2025-12
- Cloud Engagements 2025-11
- Cloud Engagements 2025-10
- Cloud Engagements 2025-09
- Cloud Engagements 2025-08
- Cloud Engagements 2025-07
- Cloud Engagements 2025-06
- Cloud Engagements 2025-05
- Cloud Engagements 2025-04
- Cloud Engagements 2025-02
- Cloud Engagements 2024-12
- Cloud Engagements 2024-09
- Cloud Engagements 2024-08
- Cloud 43.0
- Cloud 42.0
- Cloud 41.0
- Cloud 40.0
- Cloud 38.0
- Cloud 37.1
- Cloud 37.0
- Cloud 36.0
- Cloud 35.0
- Cloud 33.0
- Cloud 32.5
- Cloud 32.2
- Cloud 32.0
- Cloud 31.3
- Cloud 31.2
Licenses and MyCaseware
6Support and FAQs
5Cloud API
5Engagement Management
171File Preparation
8Embedded Analytics
19Planning
10- Check staff workload
- Create and set up an engagement file
- Create a new engagement based on an existing file
- Manage the engagement documents
- Manage the engagement documents (old layout)
- Create an engagement for an interim period
- Carry forward an engagement
- Complete a checklist
- Set deadlines and budgets for a new engagement
- Set up and import a trial balance containing dimensions
Client Requests
11Get Started
4Set Up and Enable
1Staff-Client Collaboration
8Data Export from Third-Party Tools
3Data Import
21- Import and manage data
- Import data from online accounting software
- Supported third-party desktop accounting software
- Prerequisites for importing from desktop accounting software
- Import data from desktop accounting software
- Import data from Dynamics 365 Business Central (File)
- Import data from QuickBooks Online
- Import from QuickBooks desktop
- Import from QuickBooks desktop (Export from QB)
- Import from Sage desktop
- Import data from AuditXML
- Import data from SAP S4 HANA
- Import data from SAP using SmartExporter
- Import data from Xero
- Import the client's data from a CSV or Excel file
- Import the trial balance from an engagement file
- Use the Other (schemaless) dataset type
- Manage your imported data
- Enable integration with Validis
- Prepare a CSV or Excel file to import transactions or subledger data
- Resolve data import conflicts
Trial Balance Data
1General Ledger Data
6Subledger Data
11- Understand subledger datasets
- Accounts payable—invoices
- Accounts payable—open balances
- Accounts payable—suppliers
- Accounts payable—payments made
- Accounts receivable—invoices
- Accounts receivable—cash received
- Accounts receivable—customers
- Accounts receivable—open balances
- Inventory transactions
- Inventory on hand
Accounts and Analysis
19- Add an account or a group in the Data page
- Assess General Ledger Completeness
- Assign accounts to groups
- Budget balances overview
- Consolidated engagements overview
- View adjustments for consolidated engagements
- Assign financial groups to areas
- Dynamic account reassignment in the Data page
- Export adjustments and trial balance data
- Export trial balance groups
- Financial grouping structures
- Post adjustments to the trial balance
- Review group and account balances in the financial statements
- Sign off on the trial balance and adjustments
- View account analysis in checklists
- View data for consolidated engagements
- View dimensions on the Data page
- View the client's transactions
- View the client's trial balance data
Documentation and Review
17- Add annotations
- Add new Word and Excel documents
- Add review notes (issues)
- Attach documents to an engagement file
- Open and edit PDFs locally with Caseware Open PDF
- Manage Caseware Open PDF tray icons
- Work on a PDF during a session timeout
- Complete review notes (issues)
- Download files
- Download Working Papers files
- History Viewer
- Issues page overview
- Respond to file requests
- Review prepared documents
- Upload files to an entity
- View the overall engagement status
- Work with Review Tools
XBRL
6Financial Statements Preparation
23- View guidance information in the financial statements
- Use non-consolidated balances in the financial statements
- Exclude prior year information from the financial statements
- View details of accounts and groups in the financial statements
- Set a default display option for accounts and groups in the financial statements
- Revert to default template
- Review account analysis in the financial statements
- Rounding differences in financial statements
- Replace text and field placeholders in the financial statements
- Exclude content in the financial statements
- Add excluded content back in the financial statements
- Change engagement glossary terms and dynamic text in the financial statements
- Review the Statement of Cash Flows in the financial statements
- Create a note in the financial statements
- Add a note from library in the financial statements
- Hide sublevel headings for notes
- Link an account or a group to a note in the financial statements
- Add, edit or remove page references
- Add data in the financial statements tables
- Insert the firm logo in the financial statements
- Translate the financial statements
- Save and compare financial statements
- View and share financial statements
Practice Management
50Activities
4Dashboards and Tracking
6Entities
7Files
4Maintenance
11- Add custom branding to Caseware Cloud
- Add external links
- Create custom fields, tags and workflows
- Customize system-generated emails
- Data recovery limitations
- Deactivate or delete accounts
- Deactivate or delete client entities
- Manage purchased engagements
- Reorganize staff and groups
- Scheduled Caseware Cloud maintenance
- Set up general ledger accounts
Settings
17- Integrate Caseware Q with Caseware Working Papers
- Firm settings - Organization
- Firm settings - Email
- Firm settings - Integration
- Firm settings - Security
- Firm settings - Customization
- Firm settings - System
- Firm settings - Engagement File Management
- Firm settings - Caseware Sherlock
- Firm settings - Caseware Working Papers
- Firm settings - Caseware Working Papers Backups
- Firm settings - CasewareCloud Time
- Firm settings - Caseware Verity
- Staff rate properties
- Permissions
- Enable or disable features for all users
- Gadget list (Dashboards)
Administration
48Business Units
5Roles and Permissions
11- Assign system-wide security roles
- Built-in roles
- Caseware Cloud security architecture
- Controlling access to Caseware Working Papers files
- Create custom security roles
- Deny users and groups access to an entity
- Manage access for Caseware Cloud apps
- Login settings
- Sample Caseware Cloud security framework
- Security considerations
- Get Started - Create a private entity
Single Sign-On
22- Integrate single sign-on with ADFS
- Create a new application group (ADFS)
- Create a Web API application (ADFS)
- Create an Issuance Transform rule (ADFS)
- Generate the Reply URL (ADFS)
- Integrate single sign-on with Entra ID
- Register a new app for single sign-on (Entra ID)
- Generate a client secret (Entra ID)
- Copy the metadata endpoint (Entra ID)
- Configure optional claims (Entra ID)
- Generate the Reply URL (Entra ID)
- Assign authorized staff to use single sign-on (Entra ID)
- Assign API permissions (Entra ID)
- Test your single sign-on integration (ADFS, Entra ID)
- Integrate single sign-on with Okta
- Create a new app integration (Okta)
- Generate client credentials (Okta)
- Copy the metadata URI (Okta)
- Manage authorization servers (Okta)
- Generate the Reply URL (Okta)
- Test your single sign-on integration (Okta)
- Frequently asked questions
Users and Groups
9Glossary
75J
1Q
1Glossary
1Y
1Glossary
1Glossary
1Engagements
15File Preparation
8- Create a custom mapping file (.ini)
- Get CloudBridge
- Import the trial balance from a CSV or Excel file
- Self-manage backups
- Self-manage backups feature limitations and workarounds
- Sync a trial balance across engagements in different Cloud apps
- Transfer engagements in bulk with CloudBridge
- Transfer individual engagements with CloudBridge