Catch up on our webinar recordings.

The following recorded webinars are relevant to Auditors & Accountants that utilise CaseWare software in Australia & associated regions. We hope you enjoy viewing these recordings & that they are useful in your work.

Click here to see a list of our upcoming webinars

Financials: Best Practice for Preparation Part 2

David Stansell (Customer Service Product Manager) discusses the best practices for preparing your Financials. This included: copying notes into your Financials, enabling rounding within the financial statements, setting up custom rounding, modifying and attaching custom headers and changing page orientation.

If you require any more information please contact your account manager or email us at sales@caseware.com.au.

Financials: Best Practice for Preparation Part 1

David Stansell (Customer Service Product Manager) discusses the best practices for preparing your Financials. This included: adjusting the alignment – indents of heading and paragraphs, replicating tables, adding content into Financials from Word, linking balances between cells and adding external documents and formatting to match header.

If you require any more information please contact your account manager or email us at sales@caseware.com.au.

Reviewing the Audit: Practical tips and tricks

Tim Lew (Audit Product Manager) discusses the practical tips and tricks of reviewing your audit. The recording includes how to create issues across files, document and cell levels, using the completion memo, which key documents to use and how cloud can track your engagement status.

Click here to get a copy of the presentation slides

Doing the audit: Practical tips and tricks

Sarah Butler (Head of Audit & Accounting) discusses how mapping can speed up your audit process and using the FSA and Optimiser to tailor your audits. She also explorse key documentation options within the software including documenting references, linking risks to procedures and copying and pasting document references in programs.

Click here to review all the Questions & Answers from this session
Click here to get a copy of the presentation slides

COVID-19: Implications on Planning and Performing the Audit

Join David Stevens (CaseWare Audit Content Expert) as he provides an update on the practical applications of COVID-19 on audit planning and preparation.

This includes: potential for an increase in assessed engagement risk, identifying key sections of audit planning, where auditors will need to focus attention on updating their understanding the entity, converting this understanding to the identification of key audit risks, outlining those financial statement areas (and related financial report disclosures) likely to be most at-risk, understanding potential changes to management motivations and impact on considerations of fraud, likely impact on risk assessment and extent of audit testing required, and emphasis on critical thinking and professional scepticism to be applied and auditor reporting implications

Click here to get a copy of the presentation slides

If you require any more information please contact your account manager or email us at sales@caseware.com.au.

Agile Audit: Launch Webinar

For audit practices of all sizes, who are looking to conduct a compliant, quality audit. Agile Audit facilitates this through the CaseWare Cloud. It provides a faster, easier to use solution, ensuring you can securely collaborate and have a better understanding of your entire audit practice.

Join Sarah Butler, our Head of Audit & Accounting, as she goes through the key benefits and features of the product.

Click here for all questions and answers from the webinar

If you are interested in Agile Audit, please contact your account manager or email us at sales@caseware.com.au.

IDEA: Best Practices for Efficient Audits

IDEA offers comprehensive, powerful and easy-to-use data analysis that quickly analyzes 100% of your data, guarantees data integrity and speeds your analysis, paving the way to faster, more effective audits.

Join Pauline Laidlaw, our Analytics Product Manager, as she explains best practices for using IDEA to conduct more efficient audits including importing, organising work, visualisation, documentation and new IDEA 11 features.

If you are interested in CaseWare IDEA, please contact your account manager or email us at sales@caseware.com.au.

Managing Your Engagements in CaseWare Cloud

CaseWare Cloud allows you to easily monitor your engagement quality using innovative web-based tools to increase efficiency and productivity.

Join Andreas Ong (Head of Corporate) as he explains the benefits of Cloud and how to manage your engagements using powerful cloud-based technology like views, dashboards, notifications and our purpose-built apps.


If you are interested in CaseWare Cloud, please contact your account manager or email us at sales@caseware.com.au.

AnalyticsAI Launch Webinar

With artificial intelligence-based analysis, AnalyticsAI improves efficiency, quality, and value by analyzing all data at once. It brings analytics directly into engagements and produces an analysis summary to better focus the audit effort on areas of higher risk.

Join Pauline Laidlaw (Product Manager) as she demonstrates the product and outlines the key features. Due to some technical issues, we had to edit the importation from Xero at 30:01 of the recording.

If you are interested in AnalyticsAI, please contact your account manager or email us at sales@caseware.com.au.

Xtend: Overview and Best Practices Webinar

Hear from Sarah Butler (Head of Audit & Accounting) as shares some insights from early adopters, along with our best practice suggestions on how to get the most from implementing Xtend into your audit process.

Click here for all questions and answers from the webinar

If you are interested in Xtend ANZ, please contact your account manager or email us at sales@caseware.com.au.

CaseWare 2019 Release: What’s New in Financials, Audit System & Working Papers

Hear from Andreas, Tim and David about the updates we have been working on over the past year.

Major changes include:

  • The customer experience program
  • Xtend integration with working papers
  • Mapping changes to new folders
  • APES revised code of ethics

If you have any other queries relating to the updates, check out our staff update guide here.

CaseWare Audit System: Completing Half Year and Year End Audits in CaseWare

Have your staff got a real handle on efficiently completing Half Year and Year End audits? What’s the difference? Join our Audit Product Manager, Tim Lew as he presents the options for setting up and documenting half year and year-end engagements. Common questions addressed include:

  • How do I set up dates in Engagement Properties?
  • Can I put both engagements in a single Working Papers file?
  • How do I process prior year journals?
  • How do I work with year-to-date balances and movements?

 

CAN YOU COMPLETE OUR SURVEY ABOUT FULL & HALF YEAR AUDITS PLEASE?

We’re keen to understand how many people actually complete half-year audits and whether we have understood how you do these. We’d love you to complete our survey, using the link below.

If you have any difficulties understanding any of the concepts or using any of the CaseWare features explained during the webinar recordings, or using our software, please contact our Customer Service Team on support@caseware.com.au or (03)9660 4688.


Consolidations – Best Practices (relevant to CaseWare Audit System & CaseWare Financials)

Are you certain you have Consolidations nailed, or do you think there has to be a better way? Join our Audit Product Manager, Tim Lew as he presents his best options for dealing with Consolidations using both our CaseWare Audit System & Financials templates. Common questions that will be addressed:

  • Do I create a single group file, or link up a number of files?
  • How can I create consolidated leadsheets?
  • How can I create combined audit and financials consolidation files efficiently?

Note: We have used a feedback tool to gather responses to questions asked during the webinar. We have kept the facility open, and will continue to monitor responses over the next couple of months (as at Feb 2019). The detailed information starts at 2:30 and goes for just over 1 hour of content.

 

 

If you have any difficulties understanding any of the concepts or using any of the CaseWare features explained during the webinar recordings, or using our software, please contact our Customer Service Team on support@caseware.com.au or (03)9660 4688.


Leases – What do I need to know about the new standard? (relevant to CaseWare Audit System & CaseWare Financials)

The new financial instruments and revenue standards provided many challenges to accountants and your clients to get them implemented correctly. What are the key challenges of implementing the new leases standard? Join AASB member and CaseWare Financials expert content provider Carmen Ridley as she outlines:

  • Key considerations for implementing AASB 16
  • What decisions or choices are possible?
  • What business rules or types of leases are affected?

Note: We have used a feedback tool to gather responses to questions asked during the webinar. We have kept the facility open and will continue to monitor responses over the next couple of months (as at Mar 2019 – www.menti.com voting code: 80 96 10). Advance apologies: Carmen’s microphone is possibly not the best – it does get a little better about 10 minutes into the presentation.

 

 

If you have any difficulties understanding any of the concepts or using any of the CaseWare features explained during the webinar recordings, or using our software, please contact our Customer Service Team on support@caseware.com.au or (03)9660 4688.


Audit System & Data Analytics:
Using Analytics in Audit – with examples

Need to know more about data analytics and how it might enhance your audit quality and provide better client value? Join our Manager – Analytics, Pauline Laidlaw and Sarah Butler (Head of Audit & Accounting) as they discuss:

  • Where does Analytics fit into the audit process?
  • Is it a planning tool, a risk response tool or potentially both?
  • Can I easily find fraud with data analytics tools?
  • What do the standards say about technology like data analytics?
  • What can CaseWare IDEA vs CaseWare Cloud Analytics do – what’s the difference?

You can access a PDF copy of the webinar slides here.


Documenting Risk Assessment & Linking to Risk Response

Are you confident that your risks are documented effectively? Join Sarah Butler (Head of Audit & Accounting) as she does a walk through using CaseWare Audit System template.

  • What is the most effective way to record risks?
  • What’s best practice in terms of documenting how risks were are addressed during an audit?
  • How do you effectively link risks to procedures?
  • What else should my team be doing?

Here is the recorded video of the webinar from May 31st:

You can access a PDF copy of the webinar slides here.


SMSF Audit: Firm Settings & Best Practices Refresher

Are you confident that you are using SMSF Audit effectively? Do you know all the new features that have been added over the last couple of years, in all the updates that have occurred online? Could Firm Settings assist your team to gain efficiencies? Join Ken Chan (SMSF Audit Technical Specialist) as he does a walk through an SMSF Audit using the CaseWare SMSF Audit product.

  • What are Firm Settings and how can they be used to streamline your firm’s effectiveness?
  • What benefits might they bring if setup correctly?
  • Which of the newer features have others found helpful to streamline their SMSF Audits?

Below is the recorded video of the webinar from June 24. The PDF of the slides can be located here.

 

If you have any difficulties understanding any of the concepts or using any of the CaseWare features explained during the webinar recordings, or using our software, please contact our Customer Service Team on support@caseware.com.au or (03)9660 4688.