Connector
Enhancements
Enhancements for Connector 2017
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.
- You can now insert a page or note number reference defined in a specific CaseView document. 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.
- Fixed an issue where selecting the Zero as Dash option would round non-zero linked values.
Conversion
- Converting formulas from ProSystem fx to Working Papers is now done without using an intermediary formula format. This change fixes certain rare errors that could occur during conversion.
- Fixed an issue where converting a CCH ProSystem fx formula in a Word Document into a Connector link would replace the formula with the text “JUST CONVERTED”.
Enhancements for Connector 2015.00.062
CONNECTOR
Installation
- Fixed an issue where an error would appear when installing Connector 2015 on Windows Server 2008 SP2.
Interaction with 3rd Party Applications
- Fixed an issue where conflicts with the iManage add-in would cause Microsoft Word and Excel to crash.
Microsoft Excel
- Fixed an issue where formulae pointing to an empty cell would output #REF! Instead of 0.
- Fixed an issue where right-clicking Connector formulae in merged cells on protected sheets would cause Microsoft Excel to crash.
- Fixed an issue where the Calculation Options would change from Manual to Automatic after Connector recalculates the document.
Options
- Fixed an issue where the Unlink option would not work in Microsoft Word 2007.
- Fixed an issue where the option View New Window in Microsoft Excel would lock the original window if any information was entered and Connector 2015 is installed.
Microsoft Word
- Fixed an issue where Microsoft Word 2007 documents that were opened via a hyperlink from Working Papers would cause Microsoft Word to crash upon closing.
- Fixed an issue where Microsoft Excel documents embedded in Microsoft Word documents would crash when attempting to combine CaseWare links.
Linkage
- UDF links now handle linkage through two folder levels instead of one only.
- Fixed an issue where a Microsoft Word DDE field linked to a date field in CaseView would display a number after converting to UDF.
Enhancements for Connector 2016
MICROSOFT OFFICE
- Connector 2016 allows inserting formulas into groups of cells; formulas are inserted in a sequential pattern.
- Connector can now be used in Open Document Format documents (.ODT and .ODS) when opened using Excel or Word.
- Word and Excel documents launched from Working Papers now include the document number in the title.
LINKAGE
- Adjusting Journal Entries is now available in the Category list of the CaseWare Linkage dialog. This category provides the ability to link to specific adjusting entries when using UDF links in Excel, or insert data values in Word.
- Added a Trial Balances button in the CaseWare Linkage dialog. Click this button in the Accounts category to display all of the accounts in the currently selected entity and all sub-entities.
- Extra Adjusting Entry types created in Working Papers by selecting Show extra Adjusting Entry types on the Customize Adjusting Journal Entries dialog will now display in the CaseWare Linkage dialog.
- 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.
Enhancements for Connector 2015
CONNECTOR
Microsoft Office
- Introduced UDF links for Word, providing:
- Improved support for converted ProSystem fx documents.
- Removed the character limit for Word calculations.
- Similar connection functionality as in Excel, accessible through the Tools and Options menus. See Connecting to Working Papers for more details.
- UDF syntax allows linking Word documents and Excel spreadsheets to any client file. See Connecting to Working Papers for more details.
- A warning displays if a workbook does not calculate because Excel is in Manual mode.
- Added the ability to recalculate only CaseWare linked formulas or all cells with formulas in Excel. See Recalculating Links and Options Dialog for more details.
Installation
- Connector context sensitive help now opens to the web help.
Enhancements for Connector 2015.00.047
CONNECTOR
Interface
- Resolved an issue where right-click and drop-down menus would unexpectedly collapse. Menus now stay open as long as the mouse is over them.
- Tickmarks in Office 2013 now display the tickmark image at the beginning of the tickmark, similar to Office 2010 and 2007.
Microsoft Word
- Corrected an issue where Connector would resize headers and footers to the default height.
- Using a macro to select a date no longer causes Word 2007 and 2010 to stop responding.
- Opening an embedded Excel file in Word no longer produces a message to open as read-only if the Excel file was already open.
- Fixed an issue where the document links in Word would not show the client file name by default.
Conversion
- Resolved an issue where converting DDE linked dates would break the links.
- Fixed an issue with MKDATA(CLP13) when converting DDE links to UDF.
- Corrected an issue where Calculation Options was changed to Automatic Mode when converting files with third-party formulas to UDF with Calculation Options set to Manual Mode.
Microsoft Excel
- The un-linking / re-linking option now supports up to 255 sheets in a workbook, compared to the previous 26 sheets.
- The Linkage window now displays the proper message when using Excel 2007 or 2010 in Edit Mode.
- Resolved an issue that prevented scrolling when Excel first opens.
Linkage
- The Update Link option in .rtf files now behaves similarly to all other file types.
Enhancements for Connector 2015.00.050
MICROSOFT EXCEL
- Resolved issues with merged cells:
- Can now insert new columns between the merged cells
- Right-clicking in a column no longer selects all columns
- Fixed an issue with referencing cells from other sheets, which would cause Excel to return an error.
- Corrected an issue where links to documents would not drill down for documents with accented characters in the file name or anywhere in the full path to the client file.
CASEWARE LINKAGE
- Fixed an issue with date values in CaseView, which would produce errors in Connector.
- Corrected an issue where the linkage formula would not work when the document reference includes accented characters.
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