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Caseware Cloud Connector

What is Caseware Cloud Connector?

Get Started

  • Get started with Cloud Connector

  • Purchase and enable Cloud Connector for your firm

  • Data linkage and real time updates in Cloud Connector

  • Insert data using MS Excel formula bar with Cloud Connector

  • Insert data using MS Excel formula dialog with Cloud Connector

  • Insert data using the Cloud Connector pane

  • List of Cloud Connector functions

  • Troubleshooting

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  • Reimport the trial balance data
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  • Frequently asked questions
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  • Set up and import a trial balance containing dimensions
  • Create custom entity types
  • Get started with Cloud Connector
  • Troubleshooting
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  • Risk Assessment
  • Get started with Caseware Cloud Connector
  • Summary of the customizable risk library template
  • Document the audit response to assessed risks
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  • Reorder a group
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  • Manage risks and risk assessments
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  • Add annotations
  • Deploy add-ins in the admin center
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  • Clear the Office cache
  • Insert data using the Cloud Connector pane
  • Manage the enterprise template
  • Manage the firm template
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