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New in Caseware Cloud Engagements 2026-05
New in Caseware Cloud Engagements 2026-05
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Caseware Desktop
Groups
Groups
14 articles across 2 sections.
Topics
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
Making client groups inactive
5 articles
Relieving outstanding accounts receivable information
Amounts are visible in the Outstanding column
Cash receipts or credit notes are outstanding
Getting the list of members in the client group and removing them from the group
To make a client group inactive
