Caseware Cloud | Are there any changes I should note when integrating my Caseware Working Papers file with Cloud?

Published: 01/11/2018

Are there any changes I should note when integrating my Caseware Working Papers file with Cloud?

Answer:

To eliminate the duplication of work, the "Operating Name" and "E.I.N./BN" fields of the Engagement Properties dialog now sync with their corresponding Cloud fields: "Operating Name" and "Business Number". Changes made in Engagement Properties will automatically update the related fields in the Cloud Entity and vice versa.

A new Auto-Publish feature is available for existing Cloud integrated files when performing a year-end close (YEC). Running the YEC function from either Working Papers or Cloud will now automatically publish the new engagement in the same entity as the previous year’s file, simplifying the transition to a new year.

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