Scroll Down to Get Product Resources
Downloads
Version - 2017
Version - 2016
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 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 2015.00.062
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 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.
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
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 2014
CONNECTOR
Interface
- Improved the interface of the Connector toolbar in Microsoft® Office 2013. All Connector buttons on the toolbar display as large icons with the associated command displayed as text.
Microsoft Office
- Introduced full compatibility with Microsoft® Office 2013 on both 32-bit and 64-bit operating systems.
Installation
- Added support for silent installations. You can now install Connector without monitoring the installation and without providing input into dialogs. For more information about performing a silent install, see our CaseKnowledge article here.
Enhancements for Connector 2012.00.030 R10
CONNECTOR
Installation
- Introduced support for silent installation. You can now install Connector without monitoring the installation and without providing input into dialogs. For more information about performing a silent install, see our CaseKnowledge article here.
Linkage
- Added compatibility with Working Papers 2014.
Enhancements for Connector 2012.00.030
CONNECTOR
Interface
- Fixed context sensitive Help links in Microsoft Excel.
Conversion
- Resolved an issue where Connector in Microsoft Word became unstable when opening and then closing the Convert Third Party Formulas dialog.
Microsoft Excel
- Corrected a document reference issue where the document ID was being converted from a General number format to a Microsoft Excel date or time format.
Enhancements for Connector 2012
CONNECTOR
Interface
- Fixed the option “Zero as Dash” to display only the dash character for zero balances.
- Improved the user interface for Tools menu. When converting Third Party Formulas, DDE Links or DDE Links in Batch, you can run these commands from the “Convert” menu. When editing DDE Links or Rounding, you can run these commands from the “DDE Links” menu.
Conversion
- Fixed an issue where the “Replace All” button was not available during conversion.
Microsoft Excel
- Resolved an issue where protected cells in Excel 2010 were not recalculating.
Linkage
- Introduced support for working with multiple versions of Working Papers on a single computer. You can now simultaneously open Connector documents that link to client files of different versions of Working Papers. Connector documents stored in the Document Manager can now reference the appropriate client file while also accounting for the client file’s version of Working Papers.
Options
- Moved the option Convert Type from the Options dialog to a dialog popup when running the command Convert or Convert->Third Party Formulas.
Enhancements for Connector 2011.00.033
CONNECTOR
Interface
- Deactivated the Jump To feature when using Connector with Working Papers 2009 and 2010.
Performance
- Improved stability when using Connector with two different versions of Working Papers at the same time.
- Corrected an issue with opening Excel files where a “Server Busy” error would appear if a large Excel file was opened from the Document window in Connector.
Linkage
- Updated Connector to be compatible with Working Papers 2012.00.
- Stabilized Connector when the Rounding option was selected. This issue caused duplication of the data in the Linkage Window and was most prevalent when a large client file was being used in addition to a slower than normal network connection.
- Introduced a feature that prevented an Excel document from being marked as modified if cell values with Connector links were recalculated when opening the document or using Tools | Recalculate.
- Corrected an issue with Word documents containing embedded Excel tables. When users were trying to create a link to one of these Word documents in Excel, the Save dialog would appear instead of the Document dialog.
- Introduced a feature in the Linkage window that enables users to flip the negative or positive sign of values in Excel. The selection of this dropdown adds the USESIGN identifier to the active formula in the Linkage window. This selection can be reversed in CaseView using the “Ignore Sign Field in Linkage” option in File | Document Settings.
Enhancements for Connector 2011.00.018
CONNECTOR
Microsoft Excel
- Fixed an issue where CaseWare files could not be compressed when a user had Excel documents open on their computer.
Microsoft Word
- Resolved an issue where numbers linked from Connector were not displaying the digit grouping symbols in Word.
Linkage
- Reintroduced the “Include Name” checkbox in the Document dialog. When this checkbox is checked, Connector will display the file name, in addition to the file number when a hyperlink is inserted. When this checkbox is unchecked, Connector will only display the file number.
- Fixed an issue with parameters not displaying correctly in the Linkage window, resulting in calculation values incorrectly equalling zero.
- Improved stability during the creation of document links to an older (2009 and lower) CaseView document in Word and Excel.
Enhancements for Connector 2011
CONNECTOR
Conversion
- Introduced Long date format switch.
- Corrected an issue where converting DDE links to UDF links resulted in some fields being miscalculated.
Installation
- Corrected an issue where the Connector installation added additional registry keys under the CaseWare Connector registry folder.
Microsoft Excel
- Improved an error message that appeared when recalculating values in an unsaved Excel file. A graphic was added to indicate that the document must be saved and recalculated before the Connector formulas can be evaluated.
- Fixed an issue where the Connector cache was not being cleared properly in Microsoft Excel and users were required to use the recalculate button to recalculate formulas.
- Corrected an issue where UDF links were not being recalculated properly when XLSM files are opened in Excel 2003 SP3.
- Stabilized Connector when switching between worksheets or workbooks in Microsoft Excel.
- Corrected an issue relating to unloading of the Connector UDF links when using the Paste Special command to embed portions of an Excel document into Word.
SmartSync
- Introduced the ability to inform SmartSync users of the last user to save the current Word/Excel document. This feature is only available in Working Papers 2011 with SmartSync.
Interface
- Corrected an issue in the Calculation dialog where Connector was no longer highlighting the description of the selected link when the Calculation dialog was closed and opened again.
- Added a new combo box for Budget, Forecast and Custom balances in the Linkage window.
- Fixed an issue where the image for the “Hide Zero Values” button was not displaying correctly.
- Corrected an issue where duplicate shortcut menu items appeared in the Connector context menus in Excel.
Performance
- Optimized Connector when opening the Linkage Window with a client file containing a large trial balance.
Microsoft Office
- Stabilized Connector when attempting to open a protected Word/Excel document. Users are now warned and prompted for a password.
Collaboration
- Introduced a drilldown feature in Connector.
Linkage
- Introduced new functions for prior year begin/end dates. These links are available from the Engagement Properties category in the results panel of the Linkage dialog.
- Redesigned the Document Link Dialog to include the ability to add a label, link to specific positions in Excel documents, link to Word documents using the document’s name, and jump to specific locations in a CaseView document.
- Enabled the ability to preserve the dimensions of the Link Paths dialog after it is resized.
- Fixed an issue where double-clicking in the Link Paths window enabled the Browse and Set Active buttons, when the file did not contain any UDF links. Double-clicking in the Links Paths window now only enables the Browse and Set Active buttons when the file contains DDE links.
- Combined all accounts in a single convenient category with the ability to sort by account type.
Enhancements for Connector 2010.00.036
CONNECTOR
Microsoft Excel
- Corrected an unlinking issue where protected Excel worksheets with unlocked cells failed to unlink. Unlocked cells within protected worksheets can now be unlinked and re-linked as necessary.
- Fixed an issue where unlink and re-link features were not available for worksheets with strictly numeric names. Unlink and re-link functionality is restored for worksheet names containing only numbers.
- Repaired an Excel crashing issue related to Excel Workbooks containing worksheets and chart sheets. Now, alternating between worksheets and chart sheets does not cause a crash. Worksheets containing chart areas are not affected.
- Identified an issue where recalculation did not complete for Excel Workbooks containing both worksheets and chart sheets. All worksheets are now included in the recalculation.
Note: As a result of this fix, large Excel documents (with chart sheets) that did not recalculate correctly may be slower to recalculate in this updated patch. Furthermore, opening these documents in Excel may take longer as well. Documents that recalculated normally before are unaffected. - Resolved the issue where unrelated cells were being selected in conjunction with the cell currently in focus.
Performance
- Improved performance in loading Excel documents that are outside the client file if “Use Client File opened in Working Papers for UDFs” is unchecked.
Conversion
- Repaired a conversion issue where undefined values (e.g. #REF!) were appearing after conversion from DDE to UDF, requiring a recalculation to display the calculated value. The correct values now appear after conversion and do not require recalculation.
Microsoft Word
- Corrected an issue where users received a ‘locked for editing’ notification on documents not currently opened by other users.
- Resolved a Microsoft Word issue that prevented the Drill Down feature from working properly with formatted numbers.
- Restored access to context menu in Word fields containing formulae. This issue prevented the context menu from displaying.
Linkage
- Removed duplicate and erroneous Tax Export Code entries in the Linkage window.
- Resolved an issue where data appearing in the Linkage window was not displaying correctly after linking to an Excel cell or Word document. Data now appears correctly within Excel and Word.
Enhancements for Connector 2010.00.023
CONNECTOR
Interface
- Eliminated stale information that may appear on opening or recalculating Microsoft Excel documents containing UDF calculations when using Excel 2003.
- Added shortcut keys for the Connector menu items that appear on the Microsoft Excel right click context menu. NOTE: Users will have to press the letter twice to move to the Connector menu item.
Performance
- Enhanced performance of Microsoft Excel documents containing UDF’s.
- Developed enhanced performance of Microsoft Excel documents created using the VB script command – Active.Sheet.Copy.
- Restored stability of switching between Microsoft Excel cells containing UDF’s and the CaseWare Connector Linkage window.
- Improved performance of Microsoft Excel documents containing references to another Excel Workbook, eliminating the Not Responding error that may appear on launching or recalculating the document.
- Prevented Excel from crashing when launching an Microsoft Excel document, located in a subfolder of the Working Papers engagement file, where the user does not have access rights to the Working Papers engagement file folder.
- Amended support where regional settings use “;” as the decial separator.
- Removed an error message that appeared when Excel documents were launched from CCH Engagement.
Linkage
- Changed the hyperlinks to document references created by Connector so they do not include the path to the client file when possible
Interaction with 3rd party applications
- Restored compatibility when installing CaseWare Connector on a workstation which is also running the "ActiveData for Excel” add-in.
- Resolved incompatibility between CaseWare Connector and Checkpoint® Tools for PPC which could cause Microsoft Excel to crash when using the Checkpoint Tools checkmark feature.
Enhancements for Connector 2010.00.013
CONNECTOR
Conversion
- Fixed the conversion of DDE links to UDF when user’s lanuage is set to anything other then English.
- Improved conversion of Working Papers date calculations such as CLP13 to correctly display the correct date value.
Installation
- Repaired installation to correctly install Connector on a non-English operating system. Previously users attempting to install the English Connector on a non-English operating system would receive an Error 1609.
- Improved support for Citrix and Terminal Server environments with respect to the Microsoft Word application. Resolved issue where an error message reporting that Connector.dotm is locked by another user.
Linkage
- Changed Tickmark and Document options to now prompt users to search for a client file when there is no client file opened.
User Guide
- Updated Connector Help to include a list of common Connector error messages and their solution. These have been detailed in CaseKnowledge, located here: Connector 2010 Error Message List.
Enhancements for Connector 2010
CONNECTOR
Interface
- While working in a Connector enabled Microsoft Office document, there are occasions where links are built incorrectly or otherwise fail to connect with the desired information in Working Papers. The error interface is included in the context (right-click) menu to allow for easier navigation and diagnosis.
When a linkage fails to connect to Working Papers, it will typically display #N/A or something similar. To determine the cause of the linkage failure, simply right-click on the error cell and select Connector Errors from the context menu. A short description of the problem will be displayed and may be selected to view more information.
As well, in the area of error messages, steps have been taken to eliminate an unnecessary “OpenMutex failed” error.
Collaboration
- Connector had previously included an option to unlink a document, meaning the active linkages between Connector and the source Working Papers client file would be removed, while the most recently updated values would be retained in the document. This would allow a document to be viewed on a workstation without Connector installed, such as for the purpose of approval by a partner.
New in version 2010, Connector now offers an option to relink a document which was unlinked in Connector 2010, meaning the original Connector formulas that linked to Working Papers will be restored on demand, returning the document to the status of an ordinary Connector document.
To make use of the relink function, the unlink process must have been performed using Connector version 2010.00.
Microsoft Office
- By default, when an application is installed which integrates with Microsoft® Office 2007 and higher, it will appear on the Add-Ins ribbon. Connector 2010 now offers an option which will allow the toolbar to appear on the home ribbon.
Please note, this feature is only applicable to Microsoft Office 2007 and higher.
Enhancements for Connector 2009.00.072
CONNECTOR
Performance
- Eliminated a condition which would result in a “Connector.dotm is locked for editing” message.
- Improved stability when opening a client file through the “Cannot automatically determine the client file. Do you want to browse for one?” notification dialog.
Conversion
- Corrected a condition where calculations were not being converted correctly when the conversion was performed on a workstation with Regional and Language Settings set to a language other than English.
- Improved conversion of non-standard DDE links to UDF.
Installation
- Increased compatibility when installing Connector on a workstation which is also running the ActiveData Excel add-in.
Enhancements for Connector 2009.00.067
CONNECTOR
Performance
- Corrected a condition which resulted in the Microsoft Excel file ExcelXX.xlb growing in size each time Excel launched. As this file grew, it would begin to have a greater impact on performance. This fix will prevent any further information being added to the file, but if performance is already impacted, it may be necessary to delete this file. Please click here for more information
- Improved performance in conjunction with a Working Papers enhancement introduced in version 2009.00.185 (Release 2). Performance in the retrieval and display of Group and Map values has been significantly improved provided both software patches are applied.
Linkage
- Ensured the Drill Down function would filter results correctly when regional settings are set to use a semicolon to separate parameters rather than a comma.
Enhancements for Connector 2009.00.064
CONNECTOR
Microsoft Excel
- Improved compatibility with Checkpoint® Tools (formerly PPC e-Tools).
- Enhanced the compatibility of Excel 2007 and Connector when accessing documents containing macros.
Linkage
- Ensured connections to Working Papers remain active after attempting to close an Excel document, receiving the prompt to save, and selecting Cancel.
- Corrected a condition in the Tools | Link Paths dialog which would result in a failure to display the active link path.
- Allowed the Document and Tickmark dialogs to draw information from the parent folder if no client file is found within the document’s current folder.
- Corrected a scenario in which Connector would ignore a Working Papers session with an active client file if it first found a session without one.
- Clarified error messages displayed when no active client file is located.
- Ensured two Connector documents Drill Down correctly when both associated client files are open in Working Papers.
Enhancements for Connector 2009.00.060
CONNECTOR
Conversion
- Improved stability during the DDE-UDF conversion process.
Installation
- Digitally signed supporting files to remove any potential digital certificate warnings from Microsoft Office.
Microsoft Word
- Improved stability when working with Word documents which contain embedded Excel Spreadsheets.
- Eliminated a condition where the Connector toolbar would not appear in Word 2003 when Outlook 2003 was open.
- Ensured UDF links in an Excel table which is embedded in a Word document will still associate with their proper client file.
Interface
- Incorporated advanced searching in the Connector Help Search tab.
- Improved visibility by removing the transparency set for the Connector Linkage dialog.
- Reworded error messages to improve clarity of the issue.
- Restored message warning that UDF-based links will not be evaluated until the workbook is saved.
- Ensured Microsoft Excel documents close correctly when accessed through a web application.
Microsoft Excel
- Eliminated an incompatibility between CaseWare Connector and Checkpoint® Tools for PPC which would cause Connector links to display as #NAME rather than their proper values.
- Closed Microsoft Excel windows accessed during a Save as PDF operation in Working Papers.
Linkage
- Ensured cells containing UDF calculations are recalculated correctly upon opening the document.
Enhancements for Connector 2009.00.048
CONNECTOR
Interface
- Corrected a naming issue which caused the name of an open Microsoft® Office document to appear twice in the title bar.
- Added a Help button to the Connector Convert dialog (Tools | Multiple Convert to Connector UDFs).
Microsoft Word
- Repaired "Zero as Dash" option in Word to properly represent zero values as dashes.
Microsoft Excel
- Introduced the option Tools | Options | Use Client File opened in Working Papers for UDFs to allow clients to choose whether unassociated Microsoft® Excel documents (those which are not located within a client file folder or one of its direct subfolders) should link to the client file currently opened in Working Papers.
Linkage
- Provided extended information for failed linkages (those resulting in #N/A! or #Value!) when the cell is selected.
- Allowed Excel documents using UDF to automatically link to a client file if the document is located in its direct subfolder.
- Prevented unnecessary Excel dialogs (such as the Value Update dialog) and additional recalculation processes when loading an Excel document.
Enhancements for Connector 2009.00.040
CONNECTOR
Interface
- Removed the "&" symbol from button title tooltips.
- Allowed the popup tooltip display for a value to draw its format from the Windows Regional Settings.
Performance
- Improved stability when linking to accounts with descriptions longer than 260 characters.
Installation
- Ensured the correct version of Connector is installed on workstations which have both Office 2003 and the 2007 compatibility pack installed.
Linkage
- Corrected a potential discrepancy in decimal amounts between the linkage screen and the actual linked value.
- Compensated for a potential conflict with files from other software titles which use the .AC extension.
- Disabled the Accept and Cancel buttons in in the Linkage dialog when a UDF link is selected as this dialog is only functional for DDE-based linkages. For UDF-based linkages this dialog is meant as a source of information, only.
Enhancements for Connector 2009
CONNECTOR
Interface
- Removed the Connector pulldowns from the toolbar and consolidated them into a new linkage dialog.
Installation
- Released the Connector installation as an MSI installation package to allow for easier deployment by firms.
- Changed the installation requirements such that both Working Papers and Connector installations are required for linkages to connect correctly.
Linkage
- Added support for User Defined Functions. As a result:
- The maximum formula length has increased from 255 characters to match Excel’s cell character limit.
- Documents which are associated with a Working Papers client file see it as the active file, even if Working Papers is not open.
- Updated Tools | Options on the Connector Toolbar in Microsoft Excel® to enable UDF links. This option is enabled by default.
- Allowed Connector formulas to reference cell numbers in Excel when using UDF.
- Added an Unlink command (under the Connector Tools menu) which will remove all links while retaining the last updated values. This is useful for viewing the document on a workstation which does not have Connector installed.
Enhancements for Connector 2008
CONNECTOR
- Updated to work with Working Papers version 2008.
Enhancements for Connector 2006.50.005
CONNECTOR
Microsoft Word
- Improved Connector's performance when accessed from Word.
Microsoft Excel
- Resolved formatting inconsistencies in Excel.
- Improved the error message received when Excel's Track Changes is enabled and a user tries to insert a Document Reference.
Options
- (Optional) Made the “Id” drop-down list sortable in ascending or descending order for “Mapping”/”Grouping 1-10”/”Tax Export Codes” and for “Accounts”/”Accounts (Report)”/”Accounts (Cash Flow)”/”Accounts (Performance)”. If an account has split-up accounts, the split-up accounts are listed right below the account number in ascending or descending order.
- Added new formats for currency amounts.
Enhancements for Connector 2006.50.003
CONNECTOR
Conversion
- Restored the ability to support prior years in converted GoSystem Excel documents.
Installation
- Resolved the error where files failed to self-register on installation of Connector.
Enhancements for Connector 2006.50.002
CONNECTOR
Interface
- Fixed so that the Connector toolbar remains hidden when turned off in Word.
User Guide
- Translated the Connector User Guide into French.
Enhancements for Connector 2006.00.011
CONNECTOR
Interface
- Removed an incorrect error message requesting to save the Connector.dot file when exiting Outlook.
- Corrected a problem that could cause the Connector toolbar to disappear in Word.
Performance
- Improved performance for optimal response on large files.
Linkage
- Fixed so that the conversion from GoSystem in an Excel file correctly calculates the prior year balance.
Enhancements for Connector 2006
Get in touch with your local distributor