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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Client portal Share files quickly and easily. Conversion Converting formulas from ProSystem fx to Working Papers is now done without using an intermediary formula format. Microsoft Office Connector allows inserting formulas into groups of cells; formulas are inserted in a sequential pattern. A description of what happened and what you were doing when the problem occurred.

About CaseWare Connector

The type of computer hardware you are using. 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. Legal Privacy Terms of Use Trademarks. However, there are certain factors that must be taken into account when using Connector.

CaseWare Connector Help

The software version number of MS-Windows. Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders.

Collaboration Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders.

Comment on this Article Contact Us Comments and suggestions about this article and our software are greatly appreciated. Be prepared to provide the following information:. 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 conmector version number of MS-Windows. A description of what happened and what you were doing when the problem occurred.

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Added the ability to link to entity names using the CaseWare Linkage dialog.

The product version number, found by clicking the Help menu and selecting About. The reference will link to the actual page or note number in CaseView, allowing you to more easily access specific areas of your linked CaseView documents.

The exact wording of any messages that appear on your screen. Connector enables you to link information such as engagement properties, balances, and adjusting entries from your client file. 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.

The name Connector does exactly that — it connects the financial data already in CaseWare to produce monthly management reports in either Excel or Word. Note that this only works with Internet Explorer.

This change fixes certain rare errors that could occur during conversion.

Connector supports working with multiple Excel documents from different versions of Working Papers on a single computer. Enhancements for Connector Linkage To increase efficiency and save time searching through documents, you can now reference a specific page in a PDF when using the Hyperlink Reference dialog.

Fixed an issue where Connector links would cnnector retain uppercase text in formulas. Additionally, you can create references that open to specific parts of conbector Working Papers file, such as line items on adjusting entries, reports, and automatic documents.

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Connector allows inserting formulas into groups of cells; formulas are inserted in a sequential pattern. Monitor the status of engagements from any web-enabled device.

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Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers. Be prepared to provide the following information: You can create links from Word and Excel to the Working Papers database to retrieve accounts, descriptions, balances, and other client-related information.

Connector Management Reporting Tool – CaseWare Africa

Fixed an issue where the date format for consolidations and adjusting journal entries would not display correctly in Connector. Follow the instructions in Connecting to Working Papers. Connector should function properly in this casewade, providing files are located on the SharePoint server while Working Papers files are local or on a file server.

For more information, see Relinking Connector Formulas. You can create generic documents that can be copied over multiple client files for financial statements, lead sheet schedules, and other custom documents. The exact wording of any messages that appear on your screen.

Get in touch with your local Distributor. The type of computer hardware you are using.

For more information, see here. Comments and suggestions about this article and our software are greatly appreciated. Provide clients with custom dashboards for helpful views into the engagement process. 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.

CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location. How do I send a document to an external reviewer if they do not have Connector?