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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Added the ability to link to entity names using the CaseWare Linkage dialog. Centralised engagements Monitor the status of engagements from any web-enabled device.

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. Task management and timeline analysis Task functionality allows users to assign tasks to individuals, allowing for work progress transparency.

Fixed an issue where the date format for consolidations and adjusting journal entries would not display correctly in Connector.

A description of how you tried to solve the problem. Permissions Leverage built-in roles for easy rights management, or create your own. Connector enables you to link information such as engagement properties, balances, and adjusting entries from your client file. Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. 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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The product version number, found by clicking the Help menu and selecting About. Connector allows inserting formulas into groups of cells; formulas are inserted in a sequential pattern. Be prepared to provide the following information: This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities in your firm on one connectir. 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 caseeware.

Downloads Log in to MyCaseWare to view and download your files. Cookie notice Our sites use cookies to improve your online experience.

Using Connector’s Linkage dialog, you can easily retrieve a variety of Working Papers data. Csaeware 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. For a quote or more information, please fill in your details below.

About CaseWare Connector

Our sites use cookies to improve your online experience. Fixed an issue where selecting the Zero as Dash option would round non-zero linked values. Be prepared to provide the following information:. Our training courses are aimed to equip you with the necessary knowledge that enables you to connetcor better results when using any of our solutions.

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What is ’CaseWare Connector’?

A description of what happened and what you were doing when the problem occurred. 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. 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.

Microsoft Office Connector allows inserting formulas into groups of cells; formulas are inserted in a sequential pattern. Provide clients with custom dashboards for helpful views into the engagement process.

About CaseWare Connector

The exact wording of any messages that appear on your screen. CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location.

For a full list of Working Papers categories, see here. 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.

Consolidation Tree is now available in the Category list for consolidated files. Engagement files are also stored in CaseWare Cloud, which caseward automatic back-ups and no need for expensive servers.