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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Using Connector’s Linkage dialog, you can easily retrieve a variety of Working Papers data.

For more information, see Relinking Connector Formulas. For a full list of Working Papers categories, see here. Provide clients with custom dashboards for helpful views into the engagement process. You can use the Relink command to convert static values that have been previously “unlinked”. File management Enjoy a full document management system with built-in archiving, retention and back-up capabilities.

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.

For everything you need to know about Connector, navigate through the help topics available here on our website. Added the ability to link to specific adjusting entries using the CaseWare Linkage dialog.

This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities in your firm on one screen.

Using Connector gives you the flexibility of Excel or Word, but you maintain the integrity and automation of CaseWare. However, there are certain factors that must be taken into account when using Connector. Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. Have your monthly management reports generated with our easy add-on module the Connector. Secretarial Software Auditing and Accounting.


Can I work simultaneously on two Connector documents in Excel from two different versions of Working Papers on the same machine? 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.

Connector Support | CaseWare

With Connector functionality, you can create custom documents for financial statements, schedules, or calculations that are specific to your needs. Engagement Management Track and monitor every aspect of your engagement for optimized efficiency and profitability. The reference will link to the actual page or note number in CaseView, allowing you to more easily access specific areas of your linked CaseView documents.

CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location. 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.

Welcome to CaseWare Connector Help

Cookie notice Our sites use cookies to improve your online experience. This change fixes certain rare errors that could occur during conversion. Enhancements for Connector Connector Fixes Fixed an issue that prevented users from modifying Word documents if more than one window containing the same document was opened from Working Papers.


Permissions Leverage built-in roles for easy rights management, or create your own.

CaseWare Connector Help

The exact wording of any messages that appear on your screen. Conversion Converting formulas from ProSystem fx to Working Papers is now done without using an intermediary formula format. For a csseware or more information, please fill in your details below.

Be prepared to provide the following information:. Fixed an issue where Connector links would not retain uppercase text in formulas.

Connector Management Reporting Tool

Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers. Using Connector functions, you can create links that access the Working Papers ocnnector. Use the main categories below, the Search bar located above, or the Menu located in the top right corner to find the topics most relevant to your needs.

Contact Us 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. Added the ability to link to entity names using the CaseWare Linkage dialog. Click caaseware to access our comprehensive list of all the training solutions we offer to help you up-skill fast.