What's new in Working Papers 2024

Learn about the features and fixes available to you in the latest release of Working Papers.

Features

This release includes the following new features:

  • Added integration with Caseware AiDA, our new AI-powered digital assistant. AiDA is designed to enhance efficiency, ensure compliance and provide precise, context-aware responses to profession-specific enquiries. It enables accounting, audit and finance experts to work more efficiently, collaborate with greater effectiveness and gain deeper insights.

    This feature is only available to hybrid customers and will be available once Caseware AiDA launches in your region.

  • Added support for imports from the following software packages:

    • QuickBooks 2024 (Australia, Canada, UK)

    • Sage 50 Accounting 2024 (Canada)

  • Added support for exports to the following software packages:

    • ProFile 2023 (Canada)

  • The import process for QuickBooks US files now matches the process to import QuickBooks Canada, UK and Australia files. This process requires the QuickBooks Export Utility, which you can download from MyCaseware on the Support Files page.

  • Split the existing Set Protection On/Off group right into Set Protection On and Set Protection Off. This can be used to expand the number of users that can enable file protection without giving them the ability to disable it.

  • The Data Store Administration Tool (DSAT) can now be used with Microsoft SQL Server 2022.

  • Added an option to display document insertion events in the file history log.

  • Added COM APIs to clear history and milestones prior to locking down a file.

  • Added an option to the Engagement Lockdown Wizard to set all content in a file’s directory to read-only after lockdown. This read-only mode also applies to any sync copies of the file.

  • Added France as an option for lockdown jurisdiction. This allows French users to automatically calculate the file’s lockdown date based on the audit report or report release date.

  • The Annotation column is now visible in trial balance automatic documents using the Consolidated view.

  • Added a more informative error dialog when attempting to open a compressed file that contains documents with file paths exceeding 260 characters.

  • Increased the character limit for CaseView script names to 31 characters. This increased character limit aligns with the existing CaseView UI limit and prevents some potential scripting errors.

Fixes

This release includes fixes to the following issues:

  • After a Cloud site implements the business units feature, existing sync copies of integrated and/or published files can no longer be opened in Working Papers.

  • Attempting to access a computer’s system drive through CaseView causes CaseView to close unexpectedly.

  • After performing a silent upgrade to a newer version of Working Papers, the older version is uninstalled, but the shortcut folder remains in the Windows 10 Start menu.