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.
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 ...
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 ...
When your linked worksheet within CaseWare defers to #NAME, it is an indication of a problem with CaseWare Connector. 1. Open Excel. Look for the 'Add-Ins' tab in the top ribbon. If the Add-Ins tab is there, then proceed to Step 2. If the Add-Ins ...