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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You can create generic documents that can be copied over multiple client files for financial statements, lead sheet schedules, and other custom documents. For more information, see Relinking Connector Formulas. How do I modify a Connector formula link?

Connector Management Reporting Tool – CaseWare Africa

You can now insert a page or note number reference casfware in a specific CaseView document. This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities in your firm on one screen. For a full list of Working Papers categories, see here. Have your monthly management reports generated with our easy add-on module the Connector. Comment on this Article Contact Us Comments and suggestions about this article and our software are greatly appreciated.

A description of how you tried to solve the problem.

For information on our privacy practices, click “Privacy Policy” at the bottom of this page. Client portal Share files quickly and easily. Before contacting Technical Support, please connectlr the online Help and any other documentation included with this package as your first source to solve the problem.

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

Quick and easy data integration The powerful integration capabilities of this tool means that casewarf changes made in CaseWare will immediately be reflected in your linked Excel or Word files.

Welcome to CaseWare Connector Help

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

Provide clients with custom dashboards for helpful views into the engagement process. For more information, see Editing Links. The exact wording of caseawre messages that appear on your screen.

Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders. Single data set Your annual financial statement numbers will tie up to your monthly management casware because you are using the same data set at all times.

You can use the Unlink command to convert links to static values. Be prepared to provide the following information: Comments and suggestions about this article and our software are greatly appreciated.

connfctor For everything you need to know about Connector, navigate through the help topics available here on our website. You can use the Relink command to convert static values that have been previously “unlinked”.

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Our sites use cookies to improve your online experience. Get in touch with your local Distributor. The exact wording of any messages that appear on your screen.

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. 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.

Connector Support | CaseWare

Added the ability to link to specific adjusting entries using the CaseWare Linkage dialog. Enhancements for Connector Secretarial Software Auditing and Accounting. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products. Task management and timeline analysis Task functionality allows users to assign tasks to individuals, allowing for work progress transparency.

CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location.

We recommend combining our leading desktop financial preparation tool and Cloud platform casrware give your practice the edge it needs in this highly competitive market space. For more information, see Unlinking Connector Formulas. Using Connector’s Linkage dialog, you can easily retrieve a variety of Working Papers data. For more information, see here.