CaseWare:

Document Management System and Financial Statement Production

Built for Today's Demanding Requirements
Issues Management
Issues can be created and assigned to any document in the client file. Using issues management allows users to track and control further work that needs to be done on any or all portions of the file.

Version Control – History and Milestones
Working Papers has two tools to make controlling and reviewing changes to the information in your client file easier and more efficient:

History Events – you can set Working Papers to record a history event whenever specific events occur in your client file.

Milestones – a milestone differs from a history event in that the history event records details of the action, such as time and date, while a milestone is a recording of the content of the document at that point in time.

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