• Practice
  • CaseWare Connector
  • Functions and Codes
  • Backup and Repair
  • CaseWare Tracker
  • Check In / Out
  • Consolidation
  • History and Milestones
    • About History and Milestones
    • Compare Milestones
    • Configure File History
    • Generate Milestones
  • Lock Down
  • Sign In / Out
  • Year End Close
  • Tax - Canada
  • Tax - USA
  • Tax Codes and Exports
  • Templates

History and Milestones

Record events in a Working Papers file and take snapshots of documents during an engagement with history and milestones.

Overview

• About History and Milestones

Getting Started

• Compare Milestones
• Configure File History
• Generate Milestones