May User Group Wrap Up

Caseware Cloud User Group 5th May

Key learnings:
  • Adding clients to Caseware Cloud so you can interact with them within this secure platform
  • Assigning contacts to multiple entities (good for businesses with multiple entities)
  • Contact permission levels – how to set them & what access this provides
  • Communicating with clients through Caseware Cloud, making file transfers more seamless and with greater security
Next month’s topic June 2, 2020: What are the most common FAQs asked of the Customer Support Team about Cloud?
  • Understanding Storage limits
  • Deleting unwanted parent files
  • Understanding which files on Caseware Cloud have been locked down post completion
  • Requesting backups of Caseware Cloud from Caseware Support

Sign up here for the Cloud User Group

Caseware Audit System User Group 12th May

Key learnings:
  • Planning and creating placeholders
  • Inserting client documentation into placeholders – ‘Placeholders’ filter
  • Referencing to placeholders

Placeholder FAQ link: Link to FAQ

Next month’s topic June 9, 2020: An overview of Xtend & some tips & tricks

Sign up here for the Audit User Group

Caseware IDEA User Group – 19th May

Topic: Caseware Accounting Packages (CAP) Import – How To and Tips & Tricks
Key learnings: 

  • Using Cloud import utility to create the file to bring in 
  • Demonstration of CAP in action 
  • How to download a utility from Passport

More information:
To download CAP and Cloud Import Utility for your version of Caseware IDEA, use the following links:

(Note: earlier versions of Caseware IDEA do not have CAP functionality)

Next month’s topic June 16, 2020: How to automate in IDEA without scripting

Sign up here for the IDEA User Group

Caseware Financial Reporting User Group – 26th May

Topic: Year end close and roll forward in Financials & Latest on AASB 16 content included in Financials.
Key learnings: 

  • Overview of Year End close function.
  • “Prepping” the engagement file for Roll forward- best practices.
  • Year End close Process.
  • Year End close and Roll forward of Consolidation files.
  • AASB 16 Content Update in Financials.

AASB 16 Related & Useful links:

Next months topic June 25: Inserting Notes, sub-notes and Paragraphs in Caseware Financials Statements

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 June sessions!