Caseware Cloud
Discover our Cloud solution for Automated financial statements and tax declaration: Lux FinTax
] menu, making it easier to restore the initial content if needed.This update does not include a new version of the template. All changes apply to both new and existing files.
This update does not include a new version of the template. All changes apply to both new and existing files.
Version Control is being provided in the platform to assist you complete reviews more efficiently. You can selectively save versions of a document, which can then be compared to highlight content changes that were made between versions.
This update does not include a new version of the template. All changes apply to both new and existing files.
To unify the data import and viewing experience, the Datasets page is now embedded in the Data page. The Import tab has been replaced by the new Datasets tab on the Data page. When you select to import data on the Datasets tab, the entire import process happens within that tab, instead of opening a new browser tab.
The Save views icon is now available on the Data page that allows you to save your current view and access previously saved views.
You can now view a dataset from the Datasets tab of the Data page. While previously, you could only view trial balance and general ledger in the Data page, you can now select the View data button for any dataset to view it.
You can now add custom calculations to text sections in the financial statements. Similarly to custom calculations in dynamic tables, you can reference trial balance values and dynamic table cells in your calculations. These calculations will update automatically if the referenced values change.
This release introduces cell referencing within the financial statements. You can now reference values from one dynamic table into another. This eliminates the need to manually enter the same value multiple times in different tables in the financial statements.
You can now add issues to dynamic table rows. The Issues icon displays when you hover your cursor over the right side of a dynamic table row. You can then select the icon to add an issue.
An All types dropdown is now available on the Adjustments page that allows you to filter adjustments by type. When you select to export adjustments, only the filtered adjustments are included in the generated file. This allows you to select only the types of adjustments you need and provide a copy of them to your clients.
An update has been made to the Copy account assignment option on the Assign accounts page. When you select a consolidation engagement to copy account assignment from, you can then select which engagement in the consolidation hierarchy you want to use as the source engagement. You can also select multiple grouping structures to copy from the source to the destination engagement.
Additional guidance is now available on the Assign Fields page when you are assigning date fields for data imported from Excel.
This update does not include a new version of the template. All changes apply to both new and existing files.
To allow you to more easily find financial groups, a search option is now available on the Financial groups tabs on the Data page.
You now have the ability to create calculated adjustments. When you add an account or group line to an adjustment, you now have the option to select fx in the Amount field and create a calculation to determine the adjustment amount. If the value of the referenced trial balance account or group is changed, a Recalculate button appears to recalculate and update the adjustment amount.
• Numbered headings for notes and text areas in the financial statements
The number of heading levels has been increased to five and you can now customize the numbering style of the headings. You can now also add headings with or without numbering to any text areas by selecting Numbered Heading Options from the Document settings in the financial statements.
• Modify financial group names
You can now modify the names of financial groups from the Data page.
Important: V4 of the CaseWare Lux GAAP template can no longer be used to create engagement files with a year begin date in 2019 or older. All new engagement files will have PCN2020 included. Pre-existing engagement files will be prompted to convert the mapping when the year begin date is set to 2020 or later. We will make a blank PCN2009 engagement file available for download that can be used to create a PCN2009 engagement file while having this latest version installed.
