Cloud Connector
Cloud Connector Getting Started 2: Linking to SE Data
A short guide on linking to balances and engagement properties from SE Engagements to Excel documents.
Cloud Connector Getting Started 1: Activation and Installation
A short guide on activating and setting up Cloud Connector for Excel.
Cloud Connector Plugin Navigation
Linking Trial Balance Data: Select the cell to link in the Excel worksheet Select Trial Balance tab in the Connector window Identify the relevant category Expand a categories to select more detailed links Select the link dropdown Three options are ...
Best Practice for Cloud Connector Working Papers
Define the purpose of the Working Paper in your Smart Engagement, design the Working Paper accordingly. Adopt a Working Paper design standard for your firm's engagements and formalise. Ensure all roleplayers involved in the creation and usage of the ...
Prerequisites for Cloud Connector
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 ...
What is Caseware Cloud Connector: Office 365
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 ...
Enabling Cloud Connector for Staff
Prerequisites: Have access to a cloud instance and logged in Purchased relevant number of Connector licenses - FAQ For a large number of staff - Setting up a Cloud Connector Group Click the Menu located in the top left corner of the cloud window. ...
Uploading an Excel Document into a Cloud Engagement
Prerequisites: Logged into the firm's cloud instance The entity has been created A Smart Engagement has been created under the entity Select the relevant Entity Open an engagement Add an Excel file to the engagement by: Method 1 (Best Practice): ...
Activating Cloud Connector in Excel
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 ...