Caseware update

Procedures set as Required will always be automatically updated and added to your document. Messages appear throughout the update process advising you of the options.

Remove the procedure from the master template file. This only appears if the procedure has been removed from the content library. To turn off the Check for Updates state and use the document in your audit engagement select Check for Updates from the Document menu to remove the checkmark. Not all features are available in all products. Visit us: www. Privacy Terms of Use Trademarks. Explore What's New - Audit Learn More. Do more from anywhere with CaseWare Cloud The one place to improve the quality and efficiency of your engagements and collaborate with clients and colleagues remotely.

New Releases in the Cloud Cloud Why work with us? If you are looking to work with great people and establish yourself, as well as your career, CaseWare is for you " Stacie Template Development Lead. Contact Us Email us for any support, sales, training, and general queries.

In File New , select the source template, then click Create file and copy documents from another template to select the second template. On the Rights tab, select the File category and enable Rename File. Fixes Fixed an issue that would remove users from Active Directory groups when the associated file was converted to Working Papers Fixed an issue where outstanding sync copies were not abandoned correctly after renaming a SmartSync Server file.

Fixed an issue where Working Papers would stop responding when connected to a data store containing usernames longer than 21 characters. Fixed an issue that prevented tooltip text from scaling when using monitors with 4K resolution. Fixed an issue where protected files would not be visible in the file list after publishing them to a SmartSync Server.

Fixed an issue where the Auto-publish after integrating option was still available in Engagement Properties after a file had already been published. CaseView Cells You can now add and remove cells from an existing conditional formatting rule, rather than recreating the rule to include or exclude them.

Select a rule and click Edit Rule , then add or remove cells in the Applies To pane. Knowledge Library It now takes significantly less time to display documents in the Knowledge Library Index after the first comparison. Fixed an issue where previewing cells in the Conditional Formatting Rules dialog would not display customizations to underlines.

Fixed an issue where cutting and pasting a cell would cause it to lose any conditional formatting properties. Fixed an issue where conditional formatting in a Knowledge Library entry would not transfer when the entry was inserted into a document. Fixed an issue that prevented template text from scaling when using monitors with 4K resolution.

Fixed an issue where hypercube dimensions would not load correctly from an XBRL taxonomy. Fixed an issue where opening the Options dialog through a cell event, then clicking the Roles tab could cause CaseView to stop responding. Fixed an issue that caused work programs to close unexpectedly. With this program, we collect usage data so that we can better understand the user journey in our software. Our intended use of this data is to drive development toward high value features and fixes; we do not collect personally identifiable information or client data and we will not use any data for marketing purposes.

By linking Queries to your engagement file, your organization can collaborate with clients on the engagement directly from Working Papers. Graphs Graphs and ratios now print with the associated leadsheet automatic document if the Graphs view is enabled. You can preview graphs and ratios in Print Preview. Changing the properties of an automatic document, such as the Period or Balance Type, now automatically updates the associated graph and ratios in the Graphs view.

This default sorting method makes it easier to organize new entities. Issues Issues can now be assigned multiple issue types.

Assign all applicable issue types to further define an issue's criteria and improve discoverability when searching for issues with a filter. References Link multiple documents simultaneously when adding a document reference to automatic documents, images and PDFs, or Microsoft Office documents, rather than one at a time.

Before you can rename a parent file, all other staff must delete their sync copies first, otherwise they will be abandoned. Increased the threshold that determines when to flush a file on a SmartSync Server.

Users can now configure their own flush threshold. Fixes Fixed an issue that would hide various line items in the Tax Trial Balance document after switching entities from the context menu.

Fixed an issue that prevented the CaseWare Agent from displaying when working in a document with updated tax codes. Fixed an issue where local copies of Cloud integrated files would become inaccessible when working offline. Fixed an issue that prevented users from creating sync copies from compressed parent files. Fixed an issue where Working Papers would stop responding when attempting to export adjustments to E-Soft.

Fixed an issue where the Graphs pane would only display top-level entities in a consolidated file. A team of template authors can now contribute to the development of a template without the need to exit files that other authors want to update.

With modeless HTML dialogs, users can continue working in the CaseView document while the dialog is open, rather than forcing them to close it first. If the. History and Milestones Improved milestone comparison to better support comparison of tables, images and graphs. These objects should no longer display distorted or blank in the Visual Compare dialog.

Interface Improved text scaling on monitors with 4K resolution. When configuring a custom QAT button, click Appearance to select a new icon. Extended the duration in which tooltips display to improve usability. Lists Improved the functionality of lists in CaseView. You can now create multi-level lists with customized settings for each list level, including the option to alternate between bulleted and numbered lists.

After customizing a multi-level list, you can save it for reuse in CaseView documents. Print When viewing the Print Preview of a document, you can now merge the content from a specified range of pages to reduce the page count. This option is useful in instances where text or tables are spilling over to the next page.

Rounding You can now apply or remove multiple Rounding Relations simultaneously, rather than one-by-one. In the Rounding dialog, select multiple relations in the Relation List and click Apply This Relation to toggle between applied and removed. Rounding relations are now automatically grouped based on their dependencies.