Caseware Cloud Connector

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• Importar las transacciones del cliente y otros datos del libro auxiliar desde un archivo CSV o Excel
• Setup
• Design
• User Setup
• Index
• Default group
• Staff and Contacts
• Import a new trial balance
• Import trial balance from an engagement
• Import the client's data
• What is OnPoint DAS?
• Start the engagement
• Create custom groups in tables
• Add a financial statement area
• Add areas
• Edit notes in the financial statements
• Display zero balance columns in dynamic tables
• Frequently asked questions
• List of Cloud Connector functions
• https://portal.cpa.com/aa/onpoint-pcr
• Attach documents to an engagement file
• Add new Word and Excel documents
• Import and manage data
• Import the client's data from a CSV or Excel file
• OnPoint CloudBridge (USA, Single)
• Wrap up and lock down the engagement
• English (US)
• Get CloudBridge
• Caseware Cloud Service Level Agreement
• Manage sync copies
• What is Caseware Hybrid Cloud?
• View analytic test results for checklists
• Import data from desktop accounting software
• Transfer individual engagements with CloudBridge
• Migrate large data sets (over 50 files)
• To configure the Batch Tool: Step 3