Get ready for our upcoming product updates and releases with these webinar sessions.
Important notice for users submitting Individual Tax Returns on ITM  please click here for further information.

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?


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.
(Popularity = 8/100, Rating = 0.0/5)

Didn't find what you were looking for?

Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
CaseWare and the CaseWare logo, are registered trademarks of CaseWare International Inc. and are licenced for use to CaseWare Africa and Adapt IT. © 2018. All rights reserved.

For more information, visit

If you would like to keep up to date with the latest CaseWare Africa news:

For South Africa clients follow us on:
LinkedIn   Twitter   Facebook   YouTube  

For Nigeria, Kenya, Mauritius and the rest of Africa you can connect with us on:
LinkedIn   Twitter   Facebook   YouTube
Copyright © 2019 | All Rights Reserved