CASEWARE CONNECTOR PDF

Welcome to CaseWare® Connector. Connector is an add-in for Microsoft® Word and Microsoft® Excel® that enables you to link data between Working Papers. Our Products; CaseWare Connector. Connector. logo connector Connector is a quick and easy way to link Working Papers information into documents. Connector is an ADD-IN for Microsoft Word and Microsoft Excel that enables CaseWare users to LINK DATA between Working Papers and Microsoft documents.

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Task management and timeline analysis Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. A description of how you tried conector solve the problem. How do I modify a Connector formula link?

caseward For a full list of Working Papers categories, see here. A description of what happened and what you were doing when the problem occurred. Get in touch with your local Distributor. Be prepared to provide the following information: Consolidation Tree is now available in the Category list for consolidated files. For more information, see Relinking Connector Formulas.

Can I work simultaneously on two Connector documents in Excel from two different versions of Working Papers on the same machine? Downloads Log in to MyCaseWare to view and download your files. Adjusting Journal Entries is now available in the Category list.

You can use the Unlink command to convert links to static values. Have your monthly management reports generated with our easy add-on module the Connector.

Connector Support | CaseWare

The reference will link to the actual page or note number in CaseView, allowing you to more easily access specific areas of your conneftor CaseView documents. When they access financial statements on CaseWare Cloud, you will have peace of mind knowing that they’re working with the most up-to-date version — as changes made across the team automatically sync to the master copy.

The software version number of MS-Windows.

Be prepared to provide the following information:. Enjoy a full document management system with built-in archiving, retention and back-up capabilities.

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The exact wording of any messages that appear on your screen. A description of what happened and what you were doing when the problem occurred. Comments and suggestions about this article and our software are greatly appreciated.

About CaseWare Connector

How do I re-link my document after performing Unlink? Quick and easy data integration The powerful integration capabilities of this tool means that any changes made in CaseWare will immediately be reflected in your linked Excel or Word files. Be prepared to provide the following information: Share files quickly and easily.

For more information, see here. Your year end will be a lot less stressful as you would have been working on the same information that feeds your annual financial statements monthly. Connector enables you to link information such as engagement properties, balances, and adjusting entries from your client file.

The Cloud-based financial statement software allows access to real-time data — anytime and anywhere —and improves productivity and client service.

We recommend combining our leading desktop financial preparation tool and Cloud platform to give your practice the edge it needs in this highly competitive market space. Be prepared to provide connectorr following information:. Client portal Share files quickly and easily. Collaboration Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders. Fixed an issue where Connector links would not retain uppercase connwctor in formulas.

For everything you need to know about Connector, navigate through the help topics available here on casewwre website. You will be able to report on Actual, Budgets and Forecast figures, which can be relinked from existing reports or you can create new ones from scratch. Connector Fixes Fixed an issue that prevented users from modifying Word documents if more than one window containing the same document was opened from Working Papers. Both linkage protocols are supported with Connector to provide the best coverage and functionality available with Microsoft add-ins.

How do I send a document to an external reviewer if they conhector not have Connector? Centralised engagements Monitor the status of engagements from any web-enabled device.

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This change fixes certain rare errors that could occur during conversion. Using Connector gives you the flexibility of Excel or Word, but you maintain the integrity and automation of CaseWare. Using Connector functions, you can create links that access the Working Papers database. This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities in your firm on one screen. You can now insert a page or note number reference defined in a specific CaseView document.

Welcome to CaseWare Connector Help

Linkage protocols determine how Connector establishes the connection to Working Papers. With Connector functionality, you can create custom documents for financial statements, schedules, or calculations that are specific to your needs.

Secretarial Software Auditing and Accounting. Added the ability connecctor link to entity names using the CaseWare Linkage dialog. You can create generic documents that can be copied over multiple client files for financial statements, lead sheet schedules, and other custom documents. Legal Privacy Terms of Use Trademarks. Our training courses are aimed to equip you with the necessary knowledge that enables you to achieve casewsre results when using any of our solutions.

Connector Management Reporting Tool – CaseWare Africa

Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers. However, there are certain factors that must be taken into account when using Connector.

Conversion Converting formulas from ProSystem fx acseware Working Papers is now done without using an intermediary formula format. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.