Caseware holds the engagement file, the sign-offs and the year-end close. Outcomer shows your auditors and accountants each step of your firm's own method, on screen, as they work.
Book a 10-minute demoAfter the demo, we’ll set up your department free of charge. A small trial confirms it’s accurate, then a larger trial measures the drop in support queries.
We check every step works before your staff see it.
Outcomer isn’t a library of ready-made Caseware guides. We build your guides from your own procedures, on your own Caseware set-up, and test each one before your staff use it.
Your auditors and accountants get the answer on screen, in Caseware and the systems around it, instead of interrupting a colleague or raising a ticket.
Training covers the basics. When a question comes up later, Outcomer answers it inside Caseware, from your own procedures, while your auditors and accountants work.
General answers for the standard product. Your own set-up may differ, and that’s what Outcomer follows.
In the Document Manager, right-click the document and choose your sign-off at the bottom of the menu, such as Prepared by or Reviewed by. A tick appears in your role's colour. The options depend on your firm's role set.
You must be online and synchronising with the parent file to sign off in a sync copy. In a protected file you also need sign-off rights for your role.
It means a sign-off was made out of order for the role set. Right-click the document and clear the sign-off marked with a dot to reverse it. Locked-down files don't show this warning, so the file must be unlocked to see it.
If your role set uses the option to mark documents read only after sign-offs, the document can't be changed once it is signed off. Check your firm's procedure for what to do next.
The document or entry is checked out. While it is checked out, other staff can't open it. Checking it back in syncs your changes to everyone.
You can't check out documents from SmartSync files that have sync copies. SmartSync lets several people work in the file at once, so check out and check in are switched off there.
When you open the file, choose Create a Synchronized Copy in the Open Existing File dialog. You then work in your sync copy, and the SmartSync tab in the ribbon holds the tools to manage it.
For external documents such as Word, Excel or PDF files, right-click the document in the Document Manager and use Sync Now. Show Versions lists earlier versions.
In SmartSync files the Working Papers Recycle Bin is switched off. Deleted documents go to the Windows Recycle Bin, and you can drag them back into the Document Manager.
Right-click a column heading in the Document Manager and choose Show | Roll Forward, then tick the documents and issues to carry forward. For one item, use Document | Properties and tick Roll Forward. At year end close, only flagged items carry over.
Lock down locks the file and the documents you select after the financial statements are issued, and creates a milestone. Documents you didn't select stay open. In a protected file you need the Lock Down right.
Hover over the tickmark to see who created it and when. Tickmarks are kept in the Tickmark worksheet.
If your auditors and accountants ask questions like these every week, Outcomer answers them on their own screen, using your own Caseware set-up and procedures.
See which Caseware tasks staff ask about most, which procedure answered each question, and whether it was finished or passed to your support desk. Your IT team can export it at any time.
Outcomer never reads, uses or keeps the data in your systems. It finds each box and button by its label, never what’s typed in it, takes no screenshots, and works from your procedures, not your records.