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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Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers. Fixed an issue where in some instances, Excel would stop responding after closing or saving a document containing Connector links. The exact wording of any messages that appear on your screen. The type of computer hardware you are using.

Get in touch with your local Distributor. Share files quickly and easily. Contact Us 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.

For everything you need to know about Connector, navigate through the help topics available here on our website. These factors are dependent on the linkage protocol in use, where the document is saved relative to the Working Papers client file, and which client file is currently open in Working Papers. Comment on this Article Contact Us Comments and suggestions about this article and our software are greatly appreciated.

You can create links from Casewqre and Excel to the Working Papers database to retrieve accounts, descriptions, balances, and other client-related information.

CaseWare Connector Help

The product version number, found by clicking the Help menu casewage selecting About. 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. A description of how you tried to solve the problem. Quick and easy data integration The powerful integration capabilities of this tool means connectro any changes made in CaseWare will immediately be reflected in your linked Excel or Word files.

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Follow the instructions in Connecting to Working Papers. For a full list of Working Papers categories, see here. You can use the Unlink command to convert links to static values. 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.

You can create generic documents that can be copied over multiple client files for financial statements, lead sheet schedules, and other custom documents. Be prepared to provide the following information:. Cookies are stored on your browser to provide secure log-in, gather statistics to improve site behavior, and to show you content that is relevant to your region.

Enhancements for Connector Task functionality conector users to assign tasks to individuals, allowing for work progress transparency.

Secretarial Software Auditing and Accounting. Connector supports working with multiple Excel documents from different versions of Working Papers on a single computer. How do I modify a Connector formula link? There are several methods for modifying or editing connecfor link.

Use the main categories below, the Search bar located above, or the Menu located in the top right corner to find the topics most relevant to your needs. Connector allows inserting formulas into groups of cells; formulas are inserted in a sequential connectof. For more information, see here.

Connector Management Reporting Tool

The type of computer hardware you are using. Microsoft Office Connector allows inserting formulas into groups of cells; formulas are inserted in a sequential pattern. A description of how you tried to solve the problem. 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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Be cadeware to provide the following information: Conversion Converting formulas from ProSystem fx to Working Papers is now done without using an intermediary formula format.

Be prepared to provide the following information: Accounting Firms Corporate Government. For a quote or more information, please fill in your details below. Using Connector’s Linkage dialog, you can easily retrieve a variety of Working Papers data. The name Connector does exactly that — it connects the financial data already in CaseWare to produce monthly management reports in either Excel or Word. 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.

Permissions Leverage built-in roles for easy rights management, or create your own. Monitor the status of engagements from any web-enabled device. Added the ability to link to specific adjusting entries using the CaseWare Linkage dialog.

Connector Management Reporting Tool – CaseWare Africa

Comments and suggestions about this article and our software are greatly appreciated. Centralised engagements Monitor the status of engagements from any web-enabled device. Fixed an issue where selecting the Zero as Dash option would round non-zero linked values. However, there are certain factors that must be taken into account when using Connector. 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.

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. For more information, see Relinking Connector Formulas.