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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For more information, see Unlinking Connector Formulas. Task management and timeline analysis Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. connectot

What is ’CaseWare Connector’?

Fixed an issue where selecting the Zero as Dash option would round non-zero linked values. 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. 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 files.

Enhancements for Connector 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.

The Cloud-based financial statement software allows access to real-time data — anytime and anywhere —and improves productivity and client service.

Get in touch with your local Distributor. 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.

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Be prepared to provide the following information: 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.

The product version number, found by clicking the Csseware menu and selecting About. Connector automatically attempts to establish a connection to the Working Papers database.

Using Connector functions, you can create links that access the Working Papers database.

Connector Management Reporting Tool

Your annual financial statement numbers will tie up to your monthly management reports because you are using the same data set at all times. Microsoft Office Connector allows inserting formulas into groups of cells; formulas are inserted in a sequential pattern. 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.

You can create generic documents that can be copied over multiple client files for financial statements, lead sheet schedules, and other custom documents. Connector supports working with multiple Excel documents from different versions of Working Papers on a single computer.

CaseWare Connector

CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location. A description of how you tried to solve the problem. As a user of our products, you are in a unique position to casewsre ideas that have an impact on future releases of this and other products.

For more information, see here. Be prepared to provide the following information:. For everything you need to know about Connector, navigate through the help topics available here on our website.

Note that this only works with Internet Explorer. Cookie notice Our sites use cookies to improve your online experience.

Fixed an issue where in some instances, Excel would stop responding after closing or saving a document containing Connector links. 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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Click here to access our comprehensive list of all the training solutions we offer to help you up-skill fast. For more information, see Editing Links. 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. 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. Linkage protocols determine how Connector establishes the connection to Working Papers.

Be prepared to provide the following information: You can use the Unlink command to convert links to static values. The exact wording of any messages that appear on your screen. Using Connector gives you the flexibility of Excel or Word, but you maintain the integrity and automation of CaseWare.

Welcome to CaseWare Connector Help

For information on our privacy practices, click “Privacy Policy” at the bottom of this page. Added the ability to link to specific adjusting entries using the CaseWare Linkage dialog.

The product version number, found by clicking the Help menu and selecting About. You can also use the Linkage dialog to caseare appropriate links for your document. Be prepared to provide the following information:.