Caseware Cloud Connector: Office 365 is a cloud-based solution that links Trial Balance and other Engagement and Entity Data between your Caseware Smart Engagement file and Microsoft Excel in real-time. Easily create Excel files for financial statements, reports, schedules, or worksheets customised to your needs. When adjusting journal entries are made in the engagement file, updates will automatically reflect in the Excel Working Paper file - assuring efficient and effective information transfer.
Assumptions: The firm has a Caseware Cloud instance access to Smart Engagements Cloud Connector licenced Staff have an active Caseware Cloud account access to a Smart Engagement Cloud Connector license MS Office 365 and Excel Getting started with ...
Prerequisites: Excel document inserted into Smart Engagement User assigned Cloud Connector license Open the excel document in the engagement Select Open in Office. The file will open in Excel. Selecting download instead will download a copy of the ...
After integrating the Time application with CaseWare Cloud, you will want to set up your environment so staff can begin entering their time and expenses. To do this, you need to add staff, default rates, work codes, and entities. Adding staff Staff ...
When you're ready to provide staff with accounts in Cloud, you can begin onboarding procedures. Generally, the procedures are the same for all organization sizes: 1. Create groups based on functional roles and access rights. 2. Create accounts for ...
CaseWare Cloud is a web service for managing your organisation and workflows. Its' features and apps combine to provide a convenient centralised solution for management of both your firm and your engagements. Cloud can also integrate with CaseWare ...