Ensure smooth integration with Word and Excel.

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

Overview

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.

Features

Below are the features for Connector. To view all enhancements, press the Open All button on the right hand side. Or press the heading to see enhancements for that subject. Open All Close All
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.