Kindly note that our support team will be on training every Tuesday morning until 9am(SAST). Please access our knowledge base for further assistance


Why you should attend?

Connector is an excel add-in that connects to Excel. You could use this for basic to advanced monthly management reports or even to get your working papers ready for the auditors. Harnessing the power of Caseware and Excel to give you total control of what you want to add together and you can format it any which way you want. Making fancy monthly reporting easy again.

Course overview:

  • Installation
  • Add-in settings
  • Trouble shooting
  • Creating a working paper (audit – bank recon)
  • Creating monthly reports
    • IS: Month with YTD (Actual vs Budget vs Prior year)
    • IS: 12 months
    • IS: Quarterly
    • BS: Current year vs Prior year (Movement or YTD)
    • BS: 12 months
    • CF: Semi automated Cash flow
  • Performance measures (number of employees; debtors age analysis)


Please Note: The training delegate minimum requirement is 6 delegates, should we not meet this number the training will be rescheduled to the next training dates. If training is cancelled, we will inform you prior to the training date.


Upcoming Courses

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