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
Firm Properties
Firm name
Firm address