Cloud Connector Plugin Navigation

Cloud Connector Plugin Navigation

Linking Trial Balance Data:

  • Select the cell to link in the Excel worksheet

  • Select Trial Balance tab in the Connector window

  • Identify the relevant category

  • Expand a categories to select more detailed links


  • Select the link dropdown 

    • Three options are available:

                        1. Name

                        2. Current period balance      
                        3. Prior period balance
            

  • Select Name, Current Period or Prior Period to populate the cell


Linking Properties Data:

  • Select the output cell in the excel worksheet

  • Select Properties tab

  • Select the linkage to add the engagement or firm property

           

Two categories:

  • Engagement Properties

  • Operating name

  • Legal name - Name of the Entity

  • Legal name - First 

  • Legal name - Middle

  • Legal name - Last

  • Year start date

  • Year end date

  • Current year

  • Prior year

  • Website

  • Business number

  • Client since

  • Incorporation date

  • Organization type

  • Business phone number

  • Business fax phone number

  • Home phone number

  • Mobile phone number

  • Primary industry code

  • Twitter

  • LinkedIn

  • Facebook

  • Year end month

  • Reporting framework

  • Date of dissolution

  • Country of registration

  • Status

  • Year end changed

  • Memo

  • Email

  • Type (entity type)

  • Subtype

  • Address 1

  • Address 2

  • Address 3 

  • Country

  • City

  • Province

  • Postal code

  • Currency code

  • Currency name

  • Currency symbol

  • Entity address

  • Firm Properties

    • Firm name

    • Firm address



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