What are Milestones?

What are milestones and how can I utilise the feature?

The milestone feature allows you to create a record of a CaseView or Automatic document at a point in time and using the Compare function to compare any subsequent changes at a later time.

This can be a very useful feature for comparing multiple trial balances.

Milestones are quick and easy to setup and can be cleaned out via the Engagement > Cleanup utility.

To save a milestone:

  1. Right-click the desired CaseView or Automatic document and select Save Milestone.


  2. Give the milestone a name. This name will be an identifier if you are saving multiple milestones for a single document.
  3. Click OK.

When you need to compare the current document to a saved milestone: 

  1. Right-click the desired document and select Compare. 
  2. Choose the milestone you wish to compare to, select it and click OK.

The feature also allows you to Toggle between the milestone version and the adjusted versions to see or hide the detail. 

The Compare function will also highlight the difference between the document saving you time using a manual comparison. 

 

 

 

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