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New in Caseware Cloud Engagements 2026-05
New in Caseware Cloud Engagements 2026-05
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Caseware Desktop
Setting up your file
Setting up your file
79 articles across 12 sections.
Topics
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
CaseWare Cloud
1 articles
Cancel Integration with Cloud
Company Profile and Company Codes
10 articles
Completing the Company Profile
Company Profile properties and options
Defining Period Dates
Working in a yearly file
Working in a random file
To change the period date sequence
Setting up the chart of accounts
Automatic Invoice Numbering
Entering Time and Expense Codes
Entering billing codes
Importing data to set up your file
8 articles
Import Overview
Time fields required for Import Components
Time file setup prior to import
Rules for importing Clients and Groups
Rules for importing Contacts
About importing ASCII files
About Record Layout Files
Import Wizard Overview
Staff list
7 articles
Completing the Staff List
Adding users from the Company Network into the Staff list
To enter standard hours for staff members
Increasing Staff Rates
Grouping Staff
Rules when deleting a staff member
Time and Expense Entries Approval
Clients list
9 articles
Entering Clients
Adding a Client
Client properties and options
Modifying Client information
To enter customized codes in the Client or Group List
Assigning customized alternate codes
Renaming the alternate codes
Inputting the default "attention" wording:
Deleting a Client
Groups
9 articles
Assigning Clients to Groups
Client Groups
Adding Client Groups
Group properties and options
Processing by Client Group
To activate processing by group
Group reports
Deleting a Client Group
Making client groups inactive
Contacts and Contact Companies lists
7 articles
To print a list of contacts
Adding a Contact
Contact properties and options
Deleting a Contact
Adding a Contact Company
Contact Companies properties and options
Deleting a Contact Company
Project Management
4 articles
Project Management Overview
Setting up projects
Projects and subprojects in the Time and Expense dialogs
Projects and subprojects in the Billings from WIP dialog
Entering opening balances
6 articles
Importing opening balances
Entering work in process opening balances
Entering work in process opening balances manually
Entering receivable opening balances manually
To enter receivable opening balances manually
Importing work in process detail
The Time History Manager
2 articles
History Manager
Using the Time History Manager
Checking spelling
5 articles
Checking spelling
Specifying the dictionary use to check spelling
Changing the dictionary when checking spelling
Adding a word to a custom dictionary during a spell check
Opening a custom dictionary
