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CASEWARE CONNECTOR PDF

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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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Fixed an issue where selecting the Zero as Dash option would round non-zero cwseware values. Note that this only works with Internet Explorer. Fixed an issue where Connector links would not retain uppercase text in formulas. 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.

The product version number, found by clicking the Help menu and selecting About. Be prepared to provide the following information: You can use the Unlink command to convert links to static values.

You can now insert a page or note number reference defined in a specific CaseView document. For more information, see Editing Caeware.

Connector Management Reporting Tool – CaseWare Africa

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A description of how you tried to solve the problem. You can create links from Word and Excel to the Working Papers database to retrieve accounts, descriptions, balances, and other client-related information.

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. Be prepared to provide the following information: Downloads Log in to MyCaseWare to view and download your files.

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How do I re-link my document after performing Unlink?

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. 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. How do I send a document to an external reviewer if caseaare do not have Connector?

Collaboration Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders. The product version number, found by clicking the Help menu and selecting About. Added the ability to link to entity names using the CaseWare Linkage dialog.

Share files quickly and easily. Cnonector 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.

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.

Accounting Firms Corporate Government. Be prepared to provide the following information:. Both linkage protocols are supported with Connector to provide the best coverage and functionality available with Microsoft add-ins. The type of computer hardware you are using. Legal Privacy Terms conbector Use Trademarks. Additionally, you can create references that open to specific parts of your Working Papers file, such as line items on adjusting entries, reports, and automatic documents.

A description of how you tried to solve the problem. 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. Using Connector’s Linkage dialog, you can easily retrieve a variety caseaare Working Papers data.

File management Enjoy a full document management system with built-in archiving, retention and back-up capabilities. The powerful integration capabilities of this tool means that any changes made in CaseWare will immediately be reflected in your linked Caesware or Word files. Enhancements for Connector Our sites use cookies to improve your online experience. The software version number of MS-Windows. Get in touch with your local Distributor.

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The type of computer hardware you are using. The exact wording of any messages that conmector on your screen. Task management and timeline analysis Task functionality allows users to assign tasks to individuals, allowing for work progress transparency.

About CaseWare Connector

Secretarial Software Auditing and Accounting. Using Connector gives you the flexibility of Excel or Word, but you maintain the integrity and automation of CaseWare. 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.

Comments and suggestions about this article and our software are greatly appreciated. You can use the Relink command to convert static values that have been previously “unlinked”. Enjoy a full document management system with built-in archiving, casseware and back-up capabilities.

CaseWare Connector

Be prepared to provide the following information:. Centralised engagements Monitor the status of engagements from any web-enabled device. Task functionality allows users to assign tasks to individuals, allowing for work progress transparency.

Monitor the status of engagements from any web-enabled device. 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. You can change your cookie preferences at any time from your browser settings.

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