Requirements:

  • CaseWare Working Papers
  • Microsoft Edge
  • Internet & VPN connection

Overview:


This guide will help S+Hs members update sign-off initials in CaseWare Working Papers. As Smith + Howard grow, our ability to identify one another in workflows more easily will need to be updated between programs as well. Please look at the sections below on how to update your initials in CaseWare Working Papers and CaseWare Cloud. 

NOTE: For CaseWare Working Papers an engagement will need to be launched to update identity credentials. 

  • CaseWare Working Papers
  • CaseWare Cloud


CaseWare Working Papers:

  1. Start by launching CaseWare Working Papers from your Desktop screen or Start Menu.
  2. IF you have any recent engagements that you have opened available, proceed to launch an engagement through the Recent Files Tab (a). IF this is your first time opening CaseWare Working Papers, navigate to the Smart Sync Server tab and open an engagement (b). BKTH,LLC is used in this example:
  3. Once the engagement loads, select the Tools tab > Change Identity
  4. A User Identification Window will appear where members can update User ID, Full name, and Initials. Most members will be set with a 2-letter initial and will need to be updated to a 3-letter initial by using a member's middle name for this field. IF a member does not have a middle initial a special character can be used such as an asterisk (*). IF CW Cloud Integration is enabled, you must disable before updating Identity in working papers. Articles attached on this portion: CaseWare Cloud: Start Guide : S+H Technology Systems & Caseware Cloud: Accessing Cloud SyncServer : S+H Technology Systems
  5. Once the Initials are set, click OK. 

CaseWare Cloud:

  1. Open Edge and launch CaseWare Cloud JMM, MSP, or SmithHoward depending on the CW Cloud integration members are working in. CaseWare Cloud - ATL, CaseWare Cloud - JMMCPA, CaseWare Cloud - MSP.
  2. Sign in with S+H member's credentials.
  3. Select the User Icon in the top-right corner of the CaseWare Cloud dashboard then Profile.
  4. Select the Pen icon to edit your profile. Under the General settings tab, you will see a section for Initials where you will update and save changes.

Should you run into any issues or need assistance, please contact the help desk. You can submit a ticket HERE, by emailing the help desk at [email protected], or by calling 404.879.3434/ x3434.