Prerequisites: Have access to the Firms Cloud instance and logged in. The Cloud engagement file has been created in a Client entity. Have a CaseWare Working Papers file with the CloudBridge in it. Steps Launch the CloudBridge by double clicking on ...
In Export GL Transactions? select Yes if General Ledger Details are to be imported. No if not To create an import file, select Generate GL Transaction CSV, then select; Add to create a transactions.csv General Ledger Detail import file on the ...