Connector Getting Started 4: Building Data Validation
Connector Getting Started 4: Building Data Validation
Use Connector to build in validation and balance
checks in Excel Working Papers by comparing Lead
Sheet totals or Reporting (Mapping) line totals to the
total of a list of account balances.
Within minutes of watching the Caseware Connector Getting Started videos, build simple automated Excel® Working Papers and link up Word documents to Caseware engagement data.
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 ...
To start, sign in to your firm's Cloud site. As a firm administrator, you must complete the following tasks before your staff can get started: Ensure you've set up your Caseware Cloud firm with staff and entities. Grant your firm's Sherlock Builder ...
Use the drilling down functionality within Excel or Word connector to view the account details of any balance. Why do this any other way when it’s this quick and easy?