User Group- September 2020

CaseWare IndiaCaseWare News

Product: Audit India (Cloud)

Discussion Topic: 

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

Focus was on branding CaseWare Cloud platform for the Users. This can help the audit firm to provide a professional outlook to their communication with clients and external entities. 

Integrating Billing and Timesheet can help management in budgeting and scoping with minimal effort. 

Please write to us at aa@caseware.in for any further information or topics to be discussed.

Please click here to watch the recording of the session

Product: Indian Audit System (SmartSync)

DiscussionTopic: “Discussion on NFRA Report, requirements and its application in CaseWare

Below were the points we touched upon in the discussion. Our team is more than happy to discuss further points if you find it to be important pertaining to the above topic. Please write to us at aa@caseware.in 

  • Keeping inbuilt electronic records for version history and security of the electronic documents. This is required for monitoring or tracing changes to the Audit Files
  1. Version History
  2. Security
    1. Basic protection
    2. Advanced protection
  3. Tracking Changes

The above requirements are achieved by the History and Milestone features in CaseWare. We have detailed these features which can help all users to effectively enable the same and compare documents for  changes and updates on the file. 

  • Keeping inbuilt records for system logs and their monitoring
  1. Role Setting
  2. Access Control
  3. Monitoring

Role setting and Diagnostic features will help in addressing these requirements. This could be done at desktop level as well as Server level.

  • Authentication and access control protocols.
  • Integrated timesheets.
  • Track changes/modification within audit programmes and worksheets.

Please click here to watch the recording of the session

October User Group Schedule

Product: Audit India (Cloud)

Date : 22 October 2020

Time: 11.00 AM

Duration: 45 minutes

Registration Link: Please click here

Discussion Topic: 

  • Release of new Updates to Cloud Audit India – SE 2020-09 version
  • Possible Errors in Audit India and their cause

Product: Indian Audit System (SmartSync)

Date : 23 October 2020

Time: 11.00 AM

Duration: 45 minutes

Registration Link: Please click here

Discussion Topic: 

  • Setting up your CaseWare Q – Audit Review Board
  • Sample Extractor Tool in CaseWare Audit System