August CaseWare User Groups Wrap Up
Here is a wrapup of the action from all our sessions of our product CaseWare User Groups that occurred in August! Enjoy!
Don’t hesitate to give us a call (or email via support@caseware.com.au) for more information on any of these topics, or if you missed the session.
Cloud User Group: Managing Access to Files on CaseWare Cloud
Learnings from the session:
- Sign in page customisation.
- Welcome email customisation.
- Email logging.
- Letterhead and logo usage in engagements.
- Cloud Billing
Snippet:

Useful FAQ links:
Next topics – Not CaseWare Cloud focused, but CaseWare SMSF Audit!
- We’ve reviewed all the features of CaseWare Cloud in our previous user group sessions and have basically run out of topics. We’ll keep in touch with those that have registered as part of this group, refreshing your memories with FAQ links and short videos regularly.
- Commencing in the first week of September, we’ll replace our Cloud User Group with a product user group for SMSF Auditors!
Sign up here for the SMSF User Group
Audit User Group: Application of Hotfix 150 and inserting COVID-19 checklist
Key learnings from the session:
- Where to find the hotfix
- How to install the hotfix
- How to insert the COVID-19 checklist
Quick Snippet:
Useful FAQ link: Hotfix FAQ link
Poll Result

Next months topic on Risk Assessment
Sign up here for the Audit User Group
IDEA User Group: Fuzzy duplicates
Key learnings from the session:
- Where you can use this task
- Fuzzy Groups
- Similarity Degree
- Understanding the output
Poll question:

Useful FAQ link: IDEA Tech Tip: Normalizing vendor names
Next months topic: Tips for cleansing data
Sign up here for the IDEA User Group
Financials User Group: Tailoring the Audit report & Auditors Independence Declaration for Financials
Key learnings from the session:
- Default Audit Report vs External Audit Report
- Inserting the Audit report & Auditor’s Independence declaration
- Tailoring & modifying the Audit report
Poll question:

Useful FAQ links:
How do I insert a company logo in an Independent Audit Report?
How do I adjust the space above the Independent Audit Report in the Financials?
Next months topic: Linkages!
Sign up here for the Financials User Group
Here’s a link to all our CaseWare Australia & New Zealand User Groups!