Practice Management
50 articles across 7 sections.
Topics
1 articlesActivities
4 articlesDashboards and Tracking
6 articlesEntities
7 articlesFiles
4 articlesMaintenance
11 articles- 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 articles- 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 - Sherlock Starter
- Firm settings - Working Papers
- Firm settings - Working Papers Backups
- Firm settings - CasewareCloud Time
- Firm settings - Caseware AiDA
- Staff rate properties
- Permissions
- Enable or disable features for all users
- Gadget list (Dashboards)