Transfer data from CaseWare Working Papers to a locked Cloud engagement
When transferring data to a locked Cloud engagement, a message will appear stating that This engagement is locked.
CloudBridge will not transfer data to locked engagements
To transfer data to a locked engagements first unlock the engagement in the Cloud
Once the Cloud engagement no longer shows a locked icon, Refresh the Choose Cloud engagement option in the CloudBridge & select the previously locked file.
Data transfer to the previously locked file is now possible.
Please note that the unlock feature unlocks the Cloud engagement for a session only. It is not a permanent unlock feature.
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 ...
Transfer a mapped Trial Balance from a Working Papers Consolidation file to a Cloud engagement
CloudBridge can import a mapped trial balance from Caseware Working Papers Consolidation file into a Cloud engagement file. Please refer to the instructions below: In Export Trial Balance Data? select Yes. CloudBridge will pick up whether the ...
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 ...
Transfer mapped Trial Balance to a Cloud engagement
In Export Trial Balance Data? select Yes. Select the years to be transfer to the Cloud engagement Ensure Use remap file is ticked If the Use remap file appears, ensure mapping.ini has been selected for instant automapping of the new engagement. ...
Getting started with the CloudBridge
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 ...