CloudBridge
CloudBridge Getting Started 7: Enabling LeadSheet Mapping for CloudBridge
In this video you will learn how to set CloudBridge up to transfer leadsheet mapping from your Caseware Working Papers file to your Cloud engagement file. Note: If you already have the leadsheet structure in your mapping database (e.g. files created ...
CloudBridge Getting Started 6: Repackaging CloudBridge for Firm Distribution
In this video, learn how to repackage customised CloudBridge for easy firm distribution and installation.
CloudBridge Getting Started 5: Customising CloudBridge to Suit Customised Mapping
Learn how to adjust CloudBridge to transfer any customised mapping you've done in your Caseware Working Papers file to your Cloud file.
CloudBridge Getting Started 4: Transferring Risks and Controls
Watch this quick video to learn how to transfer Risks and Controls from a Caseware Working Papers file to an Agile Audit file.
CloudBridge Getting Started 3: General Ledger
In this video, learn how to send General Ledger Details from your Caseware Working Papers file to your Cloud engagement file.
CloudBridge Getting Started 2: Transferring Trial balances, Adjustments, and Documents
Within minutes of watching this video, move your CWWP data into your Cloud engagement, getting you up and running on your Cloud Engagements faster. Transitioning couldn't be easier.
CloudBridge Getting Started 1: Installing CloudBridge
A short guide to assist with CloudBridge installation.
Transfer Risks and Controls to a Cloud engagement
In Export Risks and Controls tick RISKS CONTROLS Click Transfer Risks and ControlsOpen your SE Engagement and view the Risk and controls in the Risks & controls tab.
Upload External files from Working Papers
Ensure the files you wish to upload include the extension in the name from document manager. Currently, this functionality only supports one of the following extensions: "*.pdf", "*.txt", "*.doc/.docx", "*.xls/.xlsx", "*.csv", "*.png", "*.jpg" In ...
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 ...
Cloud Bridge Testimonials
Once we rolled forward the files, the import using CloudBridge was seamless! It works very well in mapping Desktop CaseWare Working Papers files to Cloud Agile Audit engagements, particularly with the big listed clients, saving us hours per file. ...
CloudBridge - Troubleshooting
Getting script errors and cannot move data, try this: Ensure: Only 1 instance of CWWP desktop is opened CWWP desktop is signed into your firm's CW Cloud instance The firms CW Cloud instance is identified as a Trusted site on your network, Browser ...
Link CaseWare Working Papers to Cloud
Ensure your CaseWare Working Papers is linked to your Firm's CaseWare Cloud instance. In CaseWare Working Papers, select File/ Options Then select CaseWare Cloud and complete the Server and Label details as provided by your Cloud administrator. If ...
Best practice for Hybrid Desktop Cloud Service rendering
The following Desktop combinations are supported when rendering services from both CaseWare Working Papers and Cloud platforms. The first service is rendered through desktop applications and the subsequent services are rendered through cloud ...
Best practice for Cloud Migration
Cloud migration is available for the following desktop products: Audit Systems (Desktop) to Agile Audit (Cloud) FinancialsIFRS (Desktop) to SDS (Cloud) Process to follow for a simple migration process that retains prior year balances and mapping: ...
Send General Ledger Details to the Cloud engagement
In Export GL Transactions? select Yes if General Ledger Details are to be imported. No if not To create an import file, select Generate GL Transaction CSV, then select; Add to create a transactions.csv General Ledger Detail import file on the ...
Export Adjustments to a Cloud engagement
Remove all adjustment in the engagement manually before re-importing adjustment to avoid duplicate entries. If no changes made to adjustment in working papers the since last import, select No to this question. CloudBridge allows for the transfer of ...
Aligning a Cloud engagement Year End date with CaseWare Working Papers.
CloudBridge will align the Year Start Date and Year End Date with the CaseWare Working Papers Year End Data and Year Beginning Date if the dates are not aligned. Before first data transfer: After first data transfer
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. ...
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 ...
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 ...
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 ...
Select a Cloud Entity
Ensure that you are logged into the firm's cloud instance and the entity has been created. To launch the CloudBridge by double clicking on the link in the document manager. Use the Choose Cloud Entity drop down to select an entity. Use the Search ...
Copying CloudBridge into CaseWare Working Papers
Method 1: Using version Caseware Working Papers 2021 or newer. In the CaseWare Working Papers file select the Document menu option, under Edit select From Library. Drag the CloudBridge document from the Document Library into the CaseWare Working ...
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 ...
Download and installing the CloudBridge
In the Cloud Engagement file select Data / CaseWare Working Papers (else click here). Note: The current CloudBridge download is intended for use with the current release of Working Papers. If using an older version, please contact us. For users of ...