CaseWareCloud Analytics
Import from MYOB Account Right Live
The Cloud Import Tool doesn't have a taskbar icon, so if the application is hidden in the background, please use Alt-Tab to switch to the tool. The CaseWare Desktop Import Tool now supports the ability to import from MYOB Account Right Live through ...
Common import errors in CaseWare Cloud analytics
Problem When you attempt to import your file, you receive a prompt that the file is invalid. Solution Analytics only accepts .csv files and valid Transformer .zip files. If your client data is in a file type Analytics does not currently support (such ...
Advanced Operations in Analytics
A set of features grouped as Advanced Operations are available for .csv format data files and saved reports. They can be accessed by selecting the Other tab. These features include: Filter Add Column Split Data File Note: You can also access these ...
Detecting misstatements in your file with CaseWare Cloud Analytics
Analytics offers several tests specifically designed to look for misstatements, errors, or possible fraud in your client file to help assess risk and ensure that reported information conforms with accounting standards. These tests produce reports, ...
Importing from desktop accounting software
You can import to Analytics from a wide variety of desktop accounting packages. You can import client data for analysis from a number of desktop accounting suites. Downloading CaseWare Transformer First, you'll first need to download the CaseWare ...
Importing from online accounting software
We have begun to integrate Analytics with online accounting platforms, enabling you to upload data directly from these services without having to leave your browser or download the engagement files to your hard drive. These operations do not require ...
Import client's financial data from a CSV file for analysis
Formatting your client data in .csv format The following procedure uses Microsoft Excel to prepare the .csv file, but you can use any editing tool to produce the import file. Note: Journal and ledger data should conform to the following guidelines: - ...