CASEWARE CONNECTOR PDF

Apr 25 2020
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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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Connector should function properly in this scenario, providing files are located on the SharePoint server while Working Papers files are local or on a file server. 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.

File management Enjoy a full document management system with built-in archiving, retention and back-up capabilities.

The Cloud-based financial statement software allows access to real-time data — anytime and anywhere —and improves productivity and client service. Be prepared to provide the following information:.

What is ’CaseWare Connector’?

Cookie notice Our sites use cookies to improve your online experience. 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. Comments and suggestions about this article and our software are greatly appreciated. Our sites use cookies to improve your online experience. Connector Fixes Fixed an issue that prevented users from modifying Word documents if more than one window containing connnector same document was opened from Working Papers.

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Follow the instructions in Connecting to Working Papers. Secretarial Software Auditing and Accounting.

You can also use the Linkage dialog to connecror appropriate links for your document. 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.

You can use the Relink command to convert static values that have been previously “unlinked”. 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. Using Connector’s Linkage dialog, you can easily retrieve a variety of Caseeare Papers data.

This change fixes certain rare errors that could occur during conversion. Comment on this Article Contact Us Comments and suggestions about this article and our software are greatly appreciated.

Contact Us Before contacting Technical Support, please consult the online Help and caweware 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.

Linkage protocols determine how Connector establishes the connection to Working Papers. You can create generic documents that can be copied over multiple client files for financial statements, lead sheet schedules, and other custom documents. Added the connectot to link to entity names using the CaseWare Linkage dialog.

CaseWare Connector

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. Adjusting Journal Entries is now available in the Category list. Accounting Firms Corporate Government. For a quote or more information, please fill in your details below.

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For a full list of Working Papers categories, see here. Using Connector functions, you can create links that access the Working Papers database.

Welcome to CaseWare Connector Help

The type of computer hardware you are using. Get in touch with your local Distributor. How do I modify a Connector formula link? The exact wording of any messages that appear on your screen.

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. 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. 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.

However, there are certain factors that must be taken into account when using Connector.

About CaseWare Connector

A description of how you tried to solve the problem. 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.