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New in Caseware Cloud Engagements 2026-05
New in Caseware Cloud Engagements 2026-05
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Caseware Desktop
Help Topics
Help Topics
47 articles across 13 sections.
Topics
2 articles
New!CaseWare Cloud
Performing a year end close
Setting up your file
11 articles
To specify the default Time folder
Creating a new file
Logging in to a file
Setting up the Time File
Setting up terminology to use throughout Time
Company Profile and Codes
Clients
Groups
Contacts and Contact Companies
Project Management
Entering opening balances
Integration with CaseWare Cloud
6 articles
About Time Integration with CaseWare Cloud
Time Components Integrated with Cloud
Setting up Integration with CaseWare Cloud
Cloud integration - Setup wizard reference
Permissions on Cloud
Troubleshooting
The User Profile
1 articles
The User Profile
appendix c common questions and answers
0 articles
Processing Monthly Information
2 articles
Step by step guide to help you accomplish your work
To run diagnostics
Performing a year end close
2 articles
What does the year end procedure do?
Getting ready to perform the year end close
The Document Manager
3 articles
Using the Document Manager to Organize Your File
Viewing the list of documents on the Document Manager
Organizing the Document Manager
Protecting your file
5 articles
Protecting the Company File
Setting up protection groups and their access rights
Assigning documents to the users
To change your password
To disable protection
Exporting journal summaries
6 articles
Exporting Journal Summaries to general ledger software
To perform the export
Exporting Journal Entries to an ASCII text file
To export data to an ASCII text file
Summary Text Exported File
Detailed Text Exported File
Sending your reports to others
8 articles
Web Pages (HTML documents)
Saving a document as an Excel file
PDF documents
Setting Security for PDF documents
To set security settings on the PDF document
Send to mail recipient (as attachment)
Send to mail recipient (as PDF attachment)
Send to folder
Appendix A: Guides and Articles
1 articles
Time Guides
appendix d understanding time databases and filters
0 articles
Help Topics | Caseware Docs
