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:
- 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
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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