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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Enjoy a full document management system with built-in archiving, retention and back-up capabilities.

Welcome to CaseWare Connector Help

Fixed an issue where the date connectof for consolidations and adjusting journal entries would not display correctly in Connector. The software version number of MS-Windows.

Collaboration Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders. There are several methods for modifying or editing a link. The name Connector does exactly that — it connects the financial data already in CaseWare to produce monthly management reports in either Excel or Word.

Accounting Firms Corporate Government. Added the ability to link to entity names using the CaseWare Linkage dialog. This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities casewar your firm on one screen. Connector should function properly in this scenario, providing files are located on the SharePoint server while Working Papers files are local or on a file server. Single data set Your annual financial statement numbers will tie up to your monthly management reports because you are using the same data set at all times.

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You can change your cookie preferences at any time from your browser settings. Fixed an issue where Connector links would not retain uppercase text in formulas. 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. 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.

A description cadeware what happened and what you were doing when the problem occurred. Our training courses are aimed to equip you with the necessary knowledge that enables you to achieve better results when using any of our solutions.

CaseWare Connector Help

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.

Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers. A description of what happened and what you were doing when the problem occurred. Connector enables you to link information such as engagement properties, balances, and adjusting entries from your client file.

Connector automatically attempts to establish a connection to the Working Papers database. Have your monthly management reports generated with our easy add-on module the Connector.

For more information, see caseeware.

The product version number, found by clicking the Help menu and selecting About. Connector Fixes Fixed an issue that prevented users from modifying Word vonnector if more than one window containing the same document was opened from Working Papers.

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

Connector Management Reporting Tool – CaseWare Africa

The exact wording of any messages that appear on your screen. Be prepared to provide the following information:. The Cloud-based financial statement software allows access to real-time data — anytime and anywhere —and improves productivity and client service. You can use the Unlink command to convert links to static values. However, there are certain factors that must vaseware taken into account when using Connector.

Engagement Management Track and monitor every aspect of your engagement for optimized efficiency and profitability. Permissions Leverage built-in roles for easy rights management, or create your own. With Connector functionality, you can create custom documents for financial statements, schedules, or calculations that are specific to your needs. How do I modify a Connector formula link? Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

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