What does CaseWare connector do?

What does CaseWare connector do?

CaseWare Connector is an optional component for CaseWare Working Papers, which allows the user to integrate CaseWare engagement file data to MS Excel workbooks and MS Word documents. Changes in the underlying CaseWare data are immediately reflected in any linked Excel or Word schedules.

How do I use CaseWare connector in Excel?

1. Go to File | Options | Add-Ins.
2. From the Manage drop-down, select Disabled Items and click Go.
3. Select CaseWare Connector and click Enable.
4. From the Manage drop-down, now select COMM Add-Ins and click Go.
5. Select the check box for CaseWare Connector and click OK.

How do you recalculate on CaseWare?

You can instantly recalculate all Connector linkages in your Word or Excel documents, simultaneously. To perform a Recalculation: Open a Word or Excel document that contains Connector linkages. On the Add-ins tab, in the Connector group, click Tools | Recalculate.

How do you use CaseWare linkage?

To create a linkage using CaseWare Linkage: In Word or Excel, place your cursor in the position or cell where you want to create a link. On the ribbon, click the Add-ins tab, then in the Connector group, click CaseWare Linkage. Your selected Linkage Protocol displays in the header of the CaseWare Linkage dialog.

How do I assign a mapping number to CaseWare?

Assigning Map Numbers to Accounts

1. On the Account tab, in the Assign group, click Assign Mappings to open the Assign Mapping Numbers dialog. >>
2. In the Unmapped Accounts pane, select the account(s) you want to assign to a map number.
3. In the Mapping Numbers pane, select the map number you want to assign the accounts to.

What is XL-connector?

XL-Connector is a data loader that does just that – provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click – no CSV files, no hassle, and you have all the amazing tools of Excel right at your fingertips: pivot tables, charts, formulae, lookups, etc.

How do I download an XL-connector?

You can install XL-Connector 365 directly from the Office Store, whether in the Online or Mac version of Excel.

1. Click on Insert.
2. Click on My add-ins.
3. Click on Store.
4. Search for XL-Connector.
5. Click Add.

How do you link notes in CaseWare?

Open the Financial statements document and select the Note Tools tab. In the Financial statements document, click in the Do-It-Yourself table that you want to link from. Click (Link cell). The Custom Linkage window appears.

How do you map TB in CaseWare?

Where do I find the CaseWare connector on my computer?

On the Product Selection screen, ensure CaseWare Connector is selected, then click Install. When the installation process is complete, click Finish. Connector is installed on the workstation. In Microsoft Word or Excel, you can find Connector on the Add-ins tab of the ribbon.

Why is it important to use a CaseWare connector?

Connector enables users to work efficiently by effectively transferring information, without risking data loss.

How to contact CaseWare technical support for help?

Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem. If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

Is there a consolidation tree in CaseWare 2016?

Added the ability to link to entity names using the CaseWare Linkage dialog. Consolidation Tree is now available in the Category list for consolidated files. Connector 2016 allows inserting formulas into groups of cells; formulas are inserted in a sequential pattern.