Connector Getting Started 5: Drilling down to detailed balances
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?
Related Articles
Connector Getting Started 1: Basic Connector Linkages
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.
What is CaseWare Connector
Connector is an add-in for Microsoft® Word and Microsoft® Excel® that enables you to link data between Working Papers and Microsoft documents. The Connector Add-in appears as its own toolbar in Microsoft® Word and Microsoft® Excel®. Using ...
Getting Started - Agile Audit
Before following the below steps, please ensure that all relevant staff have the Agile Audit ANZ app enabled within their cloud account. See Enabling Agile Audit for staff to learn how to. Step 1: Create an Agile Audit engagement For more ...
Getting Started - Xtend
Before following the below steps, please ensure that all relevant staff have the Xtend ANZ app enabled within their cloud account. See Enabling Xtend for staff to learn how to. Step 1: Create an Xtend engagement. This can be done in two different ...
CaseWare SmartSync - Getting Started
Introduction: SmartSync is a component of Working Papers that enables you and your colleagues to work on a client file simultaneously, when you are in the file with several people you can immediately see any changes they make regardless of their ...