Caseware IDEA V14.0
This latest release of IDEA significantly advances the functions and features available while still maintaining IDEA's world-renowned ease-of-use.
System Requirements and Installation Information
Refer to the installation guide you received with the installation package from your Caseware Partner.
Note
Please read the notification about the end of the support for Windows 10. Also some components have been removed with IDEA 13.1 from the IDEA installation:
| Feature | ID | Description |
|---|
| Caseware IDEA ODBC Driver | 2214 |
The support for Caseware IDEA ODBC Driver has expired. The ODBC Driver setup has been removed from the IDEA installation package.
|
| Microsoft Access Database Engine |
4656, 4670, 4709
|
The IDEA installation does not install a Microsoft Access Database Engine anymore.
Depending on the operating system, you might be using a Click-to-Run installation of Office that runs in an isolated virtual environment on the local operating system. Some applications outside Office may not be aware of where to look for the installation in the isolated environment. If no Microsoft Access Database Engine is installed, a message will notify you while you are trying to import or export Microsoft Access databases in IDEA that a corresponding engine is required.
Additional information is provided in the IDEA Installation guide and help.
|
| End of support for Windows 10 | 5346 | Since October 14, 2025, Microsoft no longer provides security and feature updates or technical support for Windows 10. We strongly recommend upgrading to a supported operating system such as Windows 11 to ensure compatibility and security with IDEA, associated apps and plug-ins. |
New Features and Enhancements
New Features
| Feature | ID | Description |
|---|
| Custom setup to install IDEA without Python |
4965, 5829
|
A new custom setup allows the user to install IDEA without the Python feature.
The silent setup parameters for this scenario have also been added.
|
| Microsoft OneDrive |
4295, 4296, 4391,
4421, 4422, 4485,
4499, 4588, 4639,
4657, 4665, 4708,
4826, 5047, 5078,
5287, 5316, 5360
|
IDEA does not support the use of Microsoft OneDrive as an external drive. If your IDEA projects are stored in folders which are synchronized with OneDrive drive, this might lead to corrupt IDEA databases or cause unexpected errors when running IDEA or SmartAnalyzer tasks.
There is a new default location for IDEA managed projects to avoid issues with Microsoft OneDrive synchronization. The My IDEA Documents folder is, by default, installed to the “C:\Users\Public\<User Name>\My IDEA Documents” directory, which is not synchronized to OneDrive when using the default OneDrive synchronization settings.
If you are selecting a folder that is synchronized with OneDrive, e.g., for your managed IDEA projects or your archived projects, IDEA will show a warning message.
|
| IDEA Network Named User license |
5630, 5788, 5814, 5842, 5845, 5872, 5878, 5879, 6000, 6004, 6020, 6021, 6038, 6039
| The IDEA Network Named User license now checks if a user has been granted access to IDEA by comparing the username to the list of users in the Network License Manager. The administrator of your company can add, manage and remove usernames in the User List Editor dialog box, which can be opened via the Network License Manager. Lists of usernames can also be imported or exported. |
| | 6032 | To improve performance and resilience, and reduce unnecessary server calls, positive validation responses from the Network License Server are cached in memory per session. |
| | 6005 | An error message is displayed when after starting IDEA a recently added Network License Server cannot be accessed. If there is another license available on the client machine, IDEA will use the existing one, or the user will be asked to select the Network license again to reestablish the connection. |
| | 5881 | If an administrator has used up all changes to the list of usernames, there is an opportunity to request a reset license from Caseware Support. Using the reset license, the Edit Counter can be reset, and the user list can be modified again. |
| User feedback | 5650, 5651, 5652, 5653 | Caseware International strives to continuously improve IDEA. We value the feedback of our IDEA users and want to use it for future improvements and developments. The new Feedback entry in the IDEA ribbon opens a feedback form. |
Enhancements
| Feature | ID | Description |
|---|
| Dashboard |
5520, 5521, 5522, 5633, 5637, 5705
|
The Dashboard module has been extensively redesigned. The context menu available for dashboard items has been restructured, and duplicate entries have been removed.
Use the new View Existing Dashboard option to load an existing dashboard in the Dashboard Viewer window. Only the dashboard with the panels is displayed.
You can use the print preview function or export the dashboard to a PDF, PNG or Excel file.
A drill-down feature is now available to get more insights into the data and drill-down to the underlying data in various dashboard items.
|
| | 5519, 5764 | A new help has been introduced to explain how fields can be assigned to the Data Items values and arguments. The help can be accessed by clicking the “?” icon in the Data Items area of the dashboard |
| | 5759 | The new context menu entries Edit and View for Dashboard files (.idsb) have been added to the Current Project Library tab. |
| | 5530, 5574 |
You can now copy, paste and duplicate individual dashboard items such as charts, grids and pies across tabs contained in the same dashboard and across dashboards.
In addition, dashboard tabs and groups of items can be copied and pasted.
|
| Update integrated Python version to 3.14.0 |
4924
| The Python version which comes with IDEA has been updated to version 3.14.0. |
| IDEA Options | |
To improve the performance and usability of the IDEA Options dialog, the content related to customization of the IDEA ribbon and Quick Access toolbar have been removed from the dialog.
You can now customize the IDEA ribbon and the Quick Access toolbar via the Customize Quick Access toolbar drop-down menu and the Customize Ribbon entry.
|
| Double clicking IMD, IDM, ISS or ISM files when IDEA is not running | 5866 |
So far, double-clicking an IDEA IMD/IDM file or ISS/ISM IDEAScript file in the Windows Explorer when IDEA was not already running has launched IDEA but not opened the corresponding file was not launched.
Now IDEA is launched and the file or script is opened immediately.
|
Documentation enhancements
| Feature | ID | Description |
|---|
| Custom setup | |
The installation guides have been updated with corresponding descriptions. Command lines for a silent setup concerning an installation without Python have been added.
|
| IDEA Network Named User license | | The Network License Manager help and installation guide have been updated regarding the new features to add, manage and remove usernames. |
| Updated Python version and libraries | 5596, 5781 |
The information in the help has been updated with the new Python version 3.14.0. In addition, the versions of the updated Python libraries and packages are referenced.
|
| Microsoft OneDrive | | A clear recommendation not to use folders which are synchronized with Microsoft OneDrive as IDEA project folders has been issued. |
| Dashboard | | A description of the Dashboard Viewer has been included in the IDEA help. |
Bug Fixes
| Feature | ID | Description |
|---|
| Context menu for field header | 5905 | When right-clicking a field header and selecting an entry like Add Field or Modify Field, the context menu action was applied to the field with the last selected cell. This behavior has been fixed. The context menu action is applied to the field where you right-clicked the header. |
| IDEAScript Editor |
5823
| When a script that returns an error is executed in the IDEAScript Editor the editor intermittently freezes, loses text content, or crashes completely. This behavior has been fixed. |
| Status bar | 5586 | When the last open IDEA database is closed, the status bar (bottom-right corner) continues to display the number of records from the previously opened database. This behavior has been fixed, and the number of records is reset. |
| Preview button in dashboard | 5860 | In the Dashboard Editor dialog, the Preview button in the ribbon now shows a complete tooltip, including a description |
SmartAnalyzer
The current release provides new app-related features and some improvements to existing functions and features available in SmartAnalyzer. Note that the availability of the app- or audit test-related features depends on the apps or audit tests you have on your machine and on whether they support the new features.
See the New Features and Enhancements topic in the SmartAnalyzer help available in the File tab of the Select and Run Audit Tests and Results and Reporting modules.
This release includes the following enhancements:
SmartAnalyzer:
- SmartAnalyzer has been adapted for IDEA 14.0.
- Central deployment of apps:
- The description of the central deployment of apps in the SmartAnalyzer help has been updated.
- It is now possible to delete a single app or all apps for the entire organization using the central deployment feature.
SmartAnalyzer App SDK:
- The new SmartAnalyzer App SDK version 14.0 is available, which has been adapted for IDEA 14.0.
If you are a Firm Champion or Firm Template Author, you will have access to your unique download package by accessing the My Software page and clicking on the download packager icon top right. If you are responsible for managing updates and have not received login details for the Caseware Africa Success Community, click on Login (top right) and then choose the Register Now option.
If this is not successful contact our admin team at info@casewareafrica.com.
Who is the Firm Champion?
- The "Firm's Champion" is the staff member responsible for rolling out the template to the users at the firm.
I do have a Caseware Africa Success Community login
- If you are a Firm Champion, you will have access to your firm's unique download package by accessing the My Software page and clicking on the download packager icon (top right).
I do have a Caseware Africa Success Community login but cannot see the My Software option
- You may request the file to be provided to you by your firm champion.
- Alternatively to obtain this access your firm champion will need to update your user permissions on the Content Management page once they have logged in. This page is available when selecting the My Team's Information option in the drop down menu. When clicking on the Manage button next the user's name, ensure that the Download Software checkbox is ticked. This will allow the user access to the My Software page.
I don't have a Caseware Africa Success Community login
- If you are responsible for managing updates and don't have a login for the CaseWare Africa Success Community, click on the Login button in the top right and then Register Now.
- If this is not successful contact our admin team at info@casewareafrica.com.
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Release Notes
For more detailed information on these and other enhancements to the software, please go through our Release Notes.
Download Release Notes
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