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A roundup of general news, product announcements (including version updates) and CaseWare product tech tips & training dates.

CaseWare Customer Conference Audit

Save The Date!

Hi Guest

Announcing our 2019 CaseWare Customer Audit Conference date & plans:

Wednesday, November 13

After a rethink, we've decided to organise all our resources into a single conference event to be held in Melbourne this year (hopefully Sydney next year), with a focus specifically on AUDIT

Save The Date - Interstate! We'll be holding some spaces specifically for interstate attendees. We're also investigating live webcasting and recording some sessions.

Agenda plans include:

  • Presentations from the AUASB 
  • Panel discussion about technology and audit developments and the standards
  • Presentations from customers implementing CaseWare and embracing technology really successfully
  • CaseWare development roadmap
  • CaseWare Product Tips
A detailed agenda & RSVP process will be available soon!

Quick Website Links

Key links to our website that might be worth bookmarking & checking out:

Did you know? We upgraded our support website pages about a year ago & the URL reference has changed. 


CaseWare Technical Issue? 

Stuck for more than 10 minutes?

Call, chat or email our Customer Service Team

+61 3 9660 4688


Get the best out of your staff by making sure they have the right CaseWare skills. Refreshing your skills by retraining might show you lots of short cuts you might not remember!


AUASB Survey

Seeking Feedback...

If you haven't already, please consider completing the AUASB survey about auditing Less Complex Entities. They are wishing to better understand the issues and challenges associated with auditing Less Complex Entities and how they might respond to them.


CaseWare Technical Tips

Having difficulty with Interim Reporting? Here's an FAQ to help you prepare.

If you are experiencing issues signing off in the document manager, follow this link for some guidance.

Do you need to export documents to send to a client? Find out how to export and merge documents into a PDF document here.

If you're lost on where to find apply Rounding Relations since the change in IFRS 16 template, see below.

Rounding relations  



New Computer Soon?

Are you about to be upgraded to a new computer? Please contact our Customer Service Team ( or +61 3 9660 4688) prior to changing over your hardware to minimise issues with your CaseWare IDEA license.

External auditors: The special import facility CaseWare Accounting Package (CAP) tool allows you to obtain data from just about any accounting package and imports the General Ledger and Trial Balance tables directly into IDEA - major timesaver! For more tips & hints about getting data from your clients, check out our blog "Gather & Prepare Data for Data Analytics in 7 Steps": 




Reminder: Change in large entity asset test.

Click here for the regulation link with all relevant documentation and explanatory statements.

Don't forget about Carmen Ridley's "Standards Issued Not Yet Effective" document available for download via our support pages.

TAP Groups 


HAVE YOU HEARD ABOUT The Accountants Peer (TAP) Groups facilitated by Rob Pillans?

For more information, or to join up email Rob Pillans at More info at this link.