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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Using Connector’s Linkage dialog, you can easily retrieve a variety of Working Papers data. For more information, see Relinking Connector Formulas.

CaseWare Connector Help

The type of computer hardware you are using. There are several methods for modifying or editing connector link. Connector enables you to link information casewaree as engagement properties, balances, and adjusting entries from your client file.

Get in touch with your casewar Distributor. Be prepared to provide the following information: Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers.

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 the following information:. For more information, see Editing Links. You can use the Unlink command to convert links to static values.

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Microsoft Office Connector allows inserting formulas into groups of cells; formulas are inserted in a sequential pattern.

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.

Connechor an issue where Connector links would not retain connextor text in formulas. Monitor the status of engagements from any web-enabled device. You can change your cookie preferences at any time from your browser settings.

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. File management Enjoy a full document management system with built-in archiving, retention and back-up capabilities. For a full list of Working Papers categories, see here.

Welcome to CaseWare Connector Help

A description of what happened and what you were doing when the problem occurred. Both linkage protocols are supported with Connector to casdware the best coverage and functionality available with Microsoft add-ins.

daseware A description of how you tried to solve the problem. Task management and timeline analysis Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. For more information, see here.

About CaseWare Connector

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. Be prepared to provide the following information: You will be able clnnector report on Actual, Budgets and Forecast figures, which can be relinked from existing reports or you can create new ones from scratch.

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Click here to access our comprehensive list of all the training solutions we offer to help you up-skill fast.

This feature, combined with timeline casewsre, presents a new way to view and keep track of all the activities in your firm on one screen. The product version number, found by clicking the Help menu and selecting About.

Added the ability to link to specific adjusting entries using the CaseWare Linkage dialog.

CaseWare Connector

Enjoy a full document management system with built-in archiving, retention and back-up capabilities. Centralised engagements Monitor the status of engagements from any web-enabled device. Accounting Firms Corporate Government. You can create links from Word and Excel to the Working Papers database to retrieve accounts, descriptions, balances, and other client-related information.

Spend less time on admin 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. The powerful integration capabilities of this tool means that caswware changes made in CaseWare will immediately be reflected in your linked Excel or Word files.

Follow the instructions in Connector Add-in is disabled. Note that this only works with Casrware Explorer.