June User Group Wrap Up

Cloud User Group: Frequently Asked Questions of Customer Service about Cloud

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 

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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

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IDEA User Group: How to automate in IDEA without scripting

Key learnings from the session:

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

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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!