User Group- August 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 aa@caseware.in 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)

As our user base in the on cloud audit application is increasing rapidly, our target for this User Group was to discuss tools available in the system to enable more customization by the user. Topics of discussions were as below.

  • Preparation of letter templates and automation
  • How to prepare custom checklist and manage visibility settings
  • What are worksheets and how can they be used in an Audit

Please click here to watch the August User Group briefing.

User Group- Indian Audit System (SmartSync)

The discussion focused on the below points which can help our users to optimise their performance and usage. Interestingly, some of our users utilise the documentation capabilities of the application rather than an Audit procedure optimisation tool. Our agenda of these series of User Groups is to enhance the learning of the important features and functionalities of CaseWare that can help improve performance and efficiency. 

  • FSA- Risk assessment and finalisation of the trial balance items/financial statement line items is the key of CaseWare Audit solution
  • Engagement Profiles- Template profile available in India
  • Annotations- Global and document level annotations
  • Milestone- Tracking of changes in work done
  • Roll Forward- How to customise roll forwards
  • Tags- Usage of tagging documents
  • Filter- Customising filter for easing reviewing/partner 
  • Completion- Sign-off Reports, Independence Confirmation Summary etc
  • Retaining and managing History

The stringent regulatory environment in place read with the National Financial Reporting Authority reports makes it more important that we discuss areas which can be focused on by our user Auditors.

Please click here to watch the August User Group briefing.

September User Group Schedule

Product: Audit India (Cloud)

Date : 24 September 2020

Time: 11.00 AM

Duration: 45 minutes

Registration Link: Please click here

Discussion Topic: 

  • Sign in page customisation
  • Welcome email customisation
  • Email Logging
  • Letterhead and logo use in engagements
  • Billing and timesheet integration
  • Q&A 

Product: Indian Audit System (SmartSync)

Date : 25 September 2020

Time: 11.00 AM

Duration: 45 minutes

Registration Link: Please click here

Discussion Topic: 

  • Discussion on NFRA Report, requirements and its application in CaseWare 
  • Q&A