This three-hour, instructor-led session is designed for firms looking to maximise the power and flexibility of Caseware Cloud Financials. Through interactive demonstrations and hands-on exercises in a dedicated training environment, participants will learn how to tailor firm templates and financial statements to support their internal standards and UK reporting requirements. 
 

Using the UK Financials FRS 102 application as the basis for the session, participants will explore practical solutions to common template-authoring challenges. The principles and techniques covered will also apply across the wider range of UK financial reporting applications available in Caseware Cloud. 

Led by Phil Reeves, the session will help firms improve consistency, increase efficiency, and produce polished financial statements across their engagements. 

Learning Objectives  

By the end of this session, participants will be able to:  
- Manage and maintain firm templates to promote consistency across engagements
- Configure roles and sign-offs to support firm governance and review processes 
-Apply visibility conditions to control content and streamline workflows 
- Design and manage checklists, letters and queries 
- Tailor financial statements, including audit reports, primary statements and notes
- Apply advanced content management, formatting and presentation techniques
- Build and modify dynamic tables 

Course Level: Intermediate  

Prerequisites: Basic experience using Caseware Cloud Apps.  

Advanced Preparation: None   

Field of Study:  Audit and Financial Reporting

Delivery Method: Group Live  

Price: £225 +VAT

This 90-minute, instructor-led session is designed for audit professionals managing consolidated engagements and group audits in Caseware Cloud. Through interactive demonstrations and hands-on exercises in a dedicated training environment, participants will explore practical approaches to setting up consolidation structures, managing linked engagements and using central planning capabilities. 
 

Using Mercia Company Audit as the basis for the session, participants will explore how these tools and processes support the planning, coordination and review of group audit engagements. The principles covered will also apply across the UK audit methodologies available in Caseware Cloud. 

Led by Phil Reeves, the session will focus on streamlining workflows, reducing manual effort and improving collaboration across engagement teams, helping firms manage group and consolidated audits with greater consistency and confidence. 

Learning Objectives  

By the end of this session, participants will be able to:  
- Use the Consolidation Tree to configure and manage consolidated engagements 
- Understand the different uses of imported trial balances and linked engagements 
- Synchronise and reconsolidate linked engagements effectively 
- Customise consolidated financial statements using dynamic tables and Cloud Connector 
- Use central planning capabilities to coordinate multi-entity engagements 
- Review and monitor work performed by component auditors 
- Apply practical workflows to support group audit execution and oversight 

Course Level: Basic  

Prerequisites: None  

Advanced Preparation: None   

Field of Study: Audit and Financial Reporting 

Delivery Method: Group Live  

Price: £125 +VAT

This 90-minute, instructor-led session is designed for advanced users responsible for administering Caseware Cloud environments. Through interactive demonstrations and hands-on exercises in a dedicated training environment, participants will learn how to design secure and scalable user structures, streamline access management and strengthen data governance practices. 

Led by Phil Reeves, the session provides practical guidance on advanced user management, reporting optimisation and data retention strategies. It will equip firms to reduce risk, improve adoption and align their administration of Caseware Cloud with organisational and regulatory requirements. 

 
Learning Objectives  

By the end of this session, participants will be able to:  
- Design an effective staff, group and role structure within Caseware Cloud 
- Recognise and manage user permissions to avoid security conflicts 
- Identify ways to streamline user access while minimising risk 
- Develop and implement a firm-wide tagging strategy 
- Use tags, filters and views to improve reporting, oversight and standardisation 
- Differentiate between personal and shared views and apply appropriate governance practices 
- Configure and manage file-level data retention policies 
- Align Cloud data lifecycle management with firm and regulatory requirements 
- Identify practical next steps to strengthen administration and governance controls 
 

Course Level: Intermediate  

Prerequisites: Basic to intermediate knowledge of Caseware Cloud administration.  

Advanced Preparation: None   

Field of Study: Information Technology   

Delivery Method: Group Live  

Price: £125 +VAT