User Group – July 2020

CaseWare IndiaCaseWare News

Here’s a quick wrap up of what’s happened in our last User Group and a brief to the upcoming session.

Our existing users can register to our Knowledge Portal for all assistance, support videos and FAQ’s.If you can’t find what you’re looking for, please connect to us through our new Online help center. You can send a mail to to get your help center account activated. Through the help center, you can achieve the following benefits.

  • Access to FAQ knowledge base
  • Facility to raise your support query as a ticket and track the resolution

We are trying to continuously improve the user experience and we welcome your inputs and suggestions in this regard.

User Group- Audit India (Cloud)

SARAH BUTLER, Head of Audit and Accounting, CaseWare ANZ, briefed on CaseWare user experience from CaseWare ANZ market. Caseware Australia being in the industry from the mid 90’s has dealt with Auditors from various premier Institutions and was instrumental in developing multiple applications on the CaseWare platform. Sarah with more than 20 years of experience in Auditing played a pivotal role in leading the team to be the major solution providers for Auditors in ANZ. “Agile Audit” in ANZ is similar to the Audit India tool and we had a detailed discussion on end-user experience and acceptance among the ANZ users.

Major discussion points were:

  • Features and benefits of CaseWare Cloud
  • TB import utility and integrations with various accounting tools
  • Mapping of TB
  • Documentation
  • Query System

 Risk and Control

  • Creating Risk and Control
  • Linking control to risk
  • Risk Assessment Finalization
  • Using Tally Import Utility

The overwhelming response from our participants is the fuel for our upcoming session. We have tried to include your suggestions in our next session.

Please Click Here to watch July User Group briefing 

User Group- SmartSync Indian Audit System

Tim Lew being a technology enthusiast, started his career with CaseWare ANZ as a Technical Consultant where he worked on template development and further moved on to be a trainer and support specialist . He is currently the Audit Product Manager and Facilitator, who always focuses on solving users “pain points” and passionate on delivering value to the user. During our User Group on CaseWare SmartSync Working Paper held on 20th July, he detailed on below points:

  • Automatic document, Benefits
  • Short keys and filtering
  • Tick marking, adding notes and referencing
  • Hyperlinking Excel
  • External and Internal documents, annotation
  • Adjustment Journal entry
  • Milestones
  • Tagging 
  • Tally Import
  • Parent file management

Please Click Here to watch July User Group briefing 

August 2020 User Group Schedule

Product: Audit India (Cloud)

Date: 27/08/2020

Time: 11.00- 11.55 AM (IST)

Registration Link: Click Here

Discussion Topic 

  • Preparation of letter templates and automated reports
  • Discussion on Custom checklist and Visibility settings
  • Discussion on Worksheets and its use cases in practical Audit
  • Q&A

Product: SmartSync Indian Audit System

Date: 28/08/2020

Time: 11:00- 11:55 AM (IST)

Registration Link: Click here

Discussion Topic 

  • Doing the Audit – Practical Tips and Tricks
  • Reviewing the Audit – Practical tips and tricks
  • Q App 
  • Q&A