Export Adjustments to a Cloud engagement
Remove all adjustment in the engagement manually before re-importing adjustment to avoid duplicate entries. If no changes made to adjustment in working papers the since last import, select No to this question.
CloudBridge allows for the transfer of Adjustments from CaseWare Working Papers to Cloud engagements.
Select Yes if Adjustments are to be transferred with your data.
- Adjustments posted in the Cloud engagement will not be overwritten by a CloudBridge data transfer.
- Adjustments previously sent to the Cloud engagement from CaseWare Working Papers will not be updated.
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How Can I Export All of my Adjustment Journal Entries?
To export all of the adjustment journal entries that have been created within an engagement file: Navigate to the ‘Adjustments’ tab. Ensure both the current year and prior year sliders are turned on. Note: Only those journal entries that are visible ...
Select a Cloud engagement
In Step 1: Link this engagement to the Cloud, select Yes to question Does the Cloud engagement already exist? If the engagement was created after opening the Cloudbridge, click Refresh first before selecting the newly created Cloud engagement from ...
Create a Cloud engagement
On question: Does the Cloud engagement already exist? Select: Yes choose the Entities Cloud engagement to transfer data to if the engagement exists. Or No which will prompt navigation to the CaseWare Cloud to create an engagement file if it doesn't ...
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CloudBridge Getting Started 2: Transferring Trial balances, Adjustments, and Documents
Within minutes of watching this video, move your CWWP data into your Cloud engagement, getting you up and running on your Cloud Engagements faster. Transitioning couldn't be easier.