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- List of Cloud Connector functions
- Insert data using MS Excel formula dialog with Cloud Connector
- Data linkage and real time updates in Cloud Connector
- Insert data using MS Excel formula bar with Cloud Connector
- Dynamic account reassignment in the Data page
- General ledger
- Import the client’s transactions from a CSV
- Import the trial balance from a CSV or Excel file (old method)
- Import the trial balance from a CSV or Excel file (new method)
- Import and manage data
- lockdown settings
- Support
- Tel: 416-867-9504
- List of Cloud Connector functions
- Insert data using MS Excel formula dialog with Cloud Connector
- Open and edit PDFs locally
- Edit an added PDF document
- Implement fund reporting
- Import the client's data
- staff
- Complete the engagement
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