The case model
A case is one client for one financial year. What that constraint buys you, how a case moves through its stages, and how last year's case seeds this year's.
Source reviewed Product documentation
A case is one client, one financial year. Everything — documents, review points, the workbook, the chase list — hangs off that pair.
The constraint is deliberate. A client folder that spans years cannot answer "what is outstanding for FY2025-26" without someone deciding which documents belong to which year, and that decision is exactly the one people get wrong at volume.
Finding a case
The financial year filter is the one to reach for first: at any point in a season you are working one year and glancing at another, and the list is sorted by priority, not by year.
It appears once your list spans more than one year — in a firm's first season there is nothing to choose between, and rolling last year's cases forward is what creates the second.
Search covers cases and the documents inside them — a client's name, a file name, or a phrase that appeared in a statement.
Stages are derived, not set
The list reflects what has happened in the case: documents arriving, a build running and work still outstanding.
Mark complete is manual because finishing the review is your decision. A completed case moves to the Complete tab and carries the date it was marked.
Why a case can go backwards
Add a document after a build and the Workpaper card says Documents changed since the last generate. Choose Update to rebuild from the changed set before relying on the figures.
Next year
On a completed case, choose Roll forward to FY …. The new case carries client details and the chase list. Check that list against this year's records before asking for files. See Roll a case forward.