Document Manager

 

CaseWare has been ready for the completely paperless office for years, but if you are simply looking to use less paper, it can do that as well.

You can store all the necessary files for the audit in the electronic CaseWare file. This means that you always have them available wherever you are.
You can use the drag & drop function to add any document: Word processing documents, spreadsheets, PDFs, e-mails... can all be added.

CaseWare also comes with various standard exports such as:

  • To Batch PDF: exports several documents to an indexed PDF file
  • Lead sheets, balance sheets, overviews of correction entries, etc., can be exported to Excel
  • The entire file can be made available as a web page with cross references using hyperlinks
  • CaseView can export documents to Word
  • The Large annual accounts integrated in the CaseWare ISA Audit template can obviously also be exported as an XBRL file