Welcome to CaseWare® Connector. Connector is an add-in for Microsoft® Word and Microsoft® Excel® that enables you to link data between Working Papers. Our Products; CaseWare Connector. Connector. logo connector Connector is a quick and easy way to link Working Papers information into documents. Connector is an ADD-IN for Microsoft Word and Microsoft Excel that enables CaseWare users to LINK DATA between Working Papers and Microsoft documents.

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Fixed an issue where selecting the Zero as Dash option would round non-zero linked values. You can change your cookie preferences at any time from your browser settings. Get in touch with your local Distributor. Your annual financial statement numbers will tie up to your monthly management reports because you are using the same data set at casewarw times.

Comments and suggestions about this article and our software are greatly appreciated. Be prepared to provide the following information:. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products. Legal Privacy Terms of Use Trademarks.

For a full list of Working Papers categories, see here. Adjusting Journal Entries is now available in the Category list. Can I work simultaneously on two Connector documents in Excel from two different versions of Working Papers on the same machine?

Consolidation Tree vonnector now available in the Category list for consolidated files.

The software version number of MS-Windows. For information on our privacy practices, click “Privacy Policy” at the bottom of this page. Before contacting Technical Support, please consult the online Help and any other documentation included with this connextor as your first source to solve the problem. How do I re-link my document after performing Unlink?

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Monitor the status of engagements from any web-enabled device. You can use the Relink command to convert static values that have been previously “unlinked”. Cookies are stored on your browser to provide secure log-in, gather statistics to improve site behavior, and to show you content that is relevant to your region. Enjoy a full document management system with built-in archiving, retention and back-up capabilities.

Collaboration Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders. The type of computer hardware you are using. Connector allows inserting formulas into groups of cells; formulas are inserted in a sequential pattern.

Task management and timeline analysis Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. Our sites use cookies to improve your online experience. Enhancements for Connector Linkage To increase efficiency and save time searching through documents, you can now reference a specific page in a PDF when using the Hyperlink Reference dialog.

For everything you need to know about Connector, navigate through the help topics available here on our website. You can also use the Linkage dialog to generate appropriate links for your document. For more information, see Unlinking Connector Formulas. Be prepared to provide the following information: Your year end will be a lot less stressful as you would have been working on the same information that feeds your annual financial statements monthly.

About CaseWare Connector

Secretarial Software Auditing and Accounting. A description of what happened and what you were doing when the problem occurred. For more information, see Relinking Connector Formulas.

When they access financial statements on Casweare Cloud, you will have peace of mind knowing that they’re working with the most up-to-date version — as changes made across the team automatically sync to the master copy. Be prepared to provide the following information: Engagement Management Track and monitor every aspect of your engagement for optimized efficiency and profitability.

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Note that this only works with Internet Explorer.

About CaseWare Connector

You will be able to report on Actual, Budgets and Forecast figures, which can be relinked from existing reports or you can create new ones from scratch. For more information, see Editing Links. Client portal Share files quickly and easily.

Added the ability to link to entity names using the CaseWare Linkage dialog. With Connector functionality, you can create custom documents for financial statements, schedules, or calculations that are specific to your needs. Both linkage protocols are supported with Connector to provide the best coverage and functionality available with Microsoft add-ins. You can use the Unlink command to convert links to static values.

Share files quickly and easily. Connector supports working with multiple Excel documents from different versions of Working Papers on a single computer.

Fixed an issue where in some instances, Excel casware stop responding after closing or saving a document containing Connector links.

The powerful integration capabilities of this tool means that any changes made in CaseWare will immediately be reflected in your linked Excel or Word files.

Quick and easy data integration The powerful integration capabilities of this tool means that any changes made in CaseWare will immediately be reflected in your linked Excel or Word files. A description of how you tried to solve the problem. 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.

How do I send a document to an external reviewer if they do not have Connector? The type of computer hardware you are using.