Connector

logo connector 02

 

Connector is a quick and easy way to link Working Papers information into documents generated by Word or Excel.

 

 

Integrate a wide range of information

Connector lets you link information from the client profile, accounts, mappings, leadsheets, groupings, user defined information, document information, tax export code and more.

 

Quickly customize balances

Choose your period type, number format, rounding type, foreign exchange and more.

 

Easily manage links

The Links Path dialog lets you check existing links and reassign links from one file to another.

 

t h2 key features

  • Easy File Linking
    You can use Connector to quickly link a new or existing Excel or Word file.
  • Flexible Link Options
    Connector lets you link information from the client profile, accounts, mappings, leadsheets, groupings, user defined information, document information, tax export code and more.
  • Balance Customization
    Choose your period type, number format, rounding type, foreign exchange and more.
  • Link Organization
    The Links Path dialog lets you check existing links and reassign links from one file to another.
  • Drill-Down Functionality
    The drilldown automatically opens the appropriate area of the Working Papers client file based on the links in the selected formula in the Word or Excel document.

 

Getting Started
  1. Overview

  2. Installation
  3. Navigating the Interface
  4. Creating Documents
Linkage
  1. Linkage Dialog

  2. User Defined Functions - Introduction
  3. User Defined Functions - Direct Cell Referencing
  4. Linkage - Dates
  5. Unlink Document
Annotations
  1. Referencing
CaseWare Resources
  1. Using CaseWare Resources

Client Support Area

Quick Support via TeamViewer

Let us help you

Get the help you need from our support team. 

We are here to help.

Tel:  +357 22817503

Fax: +357 22817516

Email: info@cms-ss.com

Contact Us

Go to top