Data linkage and real time updates in Caseware Cloud Connector
Note: Your firm administrator must purchase and enable Caseware Cloud Connector for your account.
If a data value changes in the engagement, the change is automatically reflected in the excel file.
Note: If you want to share a copy of the current excel file and do not want the data to update as the engagement file is updated, you can use the Duplicate & Unlink option. This will create a copy of the spreadsheets that does not include formulas which you can use to backup information or send it to clients. Note that protected sheets cannot be duplicated.
Example:
-
You insert the name for the trial balance group Cash in the excel file using the Caseware Cloud Connector Add-in.
-
As you're working on your engagement, you modify the group name to be Cash and cash equivalents.
-
You'll notice that Cash has automatically changed to Cash and cash equivalents automatically displays in the excel file.
However, if you modify a group number in your engagement, the change is not automatically reflected in data you've inserted the excel file. You must re-insert the data in the excel file.
Example:
-
You insert the name of the trial balance group Cash in the excel file using the Caseware Cloud Connector Add-in.
-
As you're working on your engagement, you modify the group number for Cash.
-
You'll notice that the cell now displays an incorrect name or no value.
To fix, delete the existing value and re-insert the name of the trial balance group Cash in the excel file.
