June User Group Wrap Up

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Thanks to everyone who attended, we hope you all got something out of the sessions. Here’s a quick wrap up of what’s happened across each group and a quick look forward to next months sessions.

If you didn’t make a session you particularly want to catchup on, please review the options below. If you can’t find what you’re looking for, please contact your account manager (via sales @caseware.com.au) or our Customer Service team (support@caseware.com.au or (03) 9660 4688).

Cloud User Group: Frequently Asked Questions from Customer Service

Key learnings from the session:

  • CaseWare Cloud Storage Limits
  • Deleting Unwanted Parent Files
  • Generating Locked Down File Report
  • Setting Retention Policies on Parent Files
  • Requesting File Back Ups

Poll questions:

Useful FAQ link: Deleting a parent file

Next months topic on July 7: How to encourage your clients to collaborate on CaseWare Cloud 

Sign up here for the Cloud User Group

Audit User Group: Overview of Xtend with tips and tricks

Key learnings from the session:

  • Xtend – Optimising Request for Information (RFI)
  • Adding additional resources to RFI 
  • Sending out RFI and accepting client responses

Poll question:

Useful FAQ link: Xtend FAQ

Next months topic on July 14: Application of Hotfix 150 and inserting COVID-19 checklist

Sign up here for the Audit User Group

IDEA User Group: How to automate in IDEA without scripting

Key learnings from the session:

  • How to Automate in IDEA without scripting  – using Project Overview and using Task Scheduler 
  • IDEAScript Vault in Passport

    Poll question:

Useful FAQ link: To access the IDEAScript Vault Login to Passport and select IDEAScript: IDEA 11, IDEA 10

Next months topic on July 21: Fuzzy duplicates

Sign up here for the IDEA User Group

Financials User Group: Inserting content in Financials 

Key learnings from the session: 

  • Inserting Notes within Notes to Financial Statements
  • Inserting sub-notes or content within existing notes
  • Creating custom notes
  • Paragraphs and texts in Notes
  • Sorting Notes and sub-notes for presentation purposes

A full recording of the presentation can be found here

Poll question:

Useful FAQ links: Inserting note references into paragraphs and How do I insert paragraphs before/after a statement note table

Next months topic on July 28: Best practices using stylesheets   

Sign up here for the  Financials User Group

For any further information, please check out our User Group landing page and we hope to see you in our July sessions!