Time Components Integrated with Cloud
When you enable Cloud Integration with Time, the following areas are actively merged between Time and Cloud. Ensure you are working Online to maintain data consistency between both products.
-
What is a Merge?
When you update integrated fields from Time or Cloud, a merge is performed in either direction to ensure your data is up-to-date on both systems.
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How will contacts be merged?
The relationship between a contact and the company they work for (client or contact company) will integrate to Cloud. Ensure contacts are assigned to a client or contact company in Time desktop prior to integration. If a contact is assigned to a company other than the one they work for, they will receive an Associated role to the relevant entity when merged to Cloud.
Integration points between Time and Cloud are detailed in the links below. Each link has information about relevant fields and options and there is a column, Cloud Integrated, that indicates which fields or options are available from Cloud as well.
| Time | Cloud |
|---|---|
| Entities (Type: Client) | |
| People (Type: Staff) | |
| People (Type: Contact) | |
| Entities (Type: Other) | |
| Time - Time and Expense | |
| Firm Settings - Work Codes (Time / Expense) | |
|
Firm Settings - Firm Firm Settings - Customization Firm Settings - Time - General Dates |
Time Components not Integrated with Cloud
The chart below illustrates Time components that are not available in a Time file integrated with Cloud. Although some areas below are integrated, certain operations are only available in Time desktop.
| Area | Integrated to Cloud? | Operations | Supported in Cloud? | Supported in Time desktop? |
|---|---|---|---|---|
|
Work Codes Work codes are integrated with the Cloud. However, editing and creating work codes is only available in Time. After creating or editing work codes in Time, perform a manual merge to display these work codes in Cloud. |
Yes | Create | No | Yes |
| Edit | No | Yes | ||
|
Clients (Contacts) Contacts and the company they work for is integrated to the Cloud. |
Yes | All | Yes | Yes |
|
Clients (Staff) Staff are integrated to the Cloud, however, staff assigned to clients are not automatically granted roles to the corresponding entity. You must assign your staff members to entities. |
Yes | All | Yes | Yes |
|
Clients (Entity groups) Available in Time desktop. |
No | All | No | Yes |
|
Staff Rates Staff rates are integrated with the Cloud. However, staff rates can only be created and edited in Time desktop. After creating or editing staff rates in Time, perform a manual merge to display these rates in Cloud. |
Yes | Create | No | Yes |
| Edit | No | Yes | ||
|
Billing Time integrated files do not offer billing in Time (including interest and recurring invoices). In a Time integrated file, billing is only available in Time. Time offers billing if there is no time integrated file. |
No | Interest | No | Yes |
| Recurring invoices | No | Yes | ||
|
Issues Available in Time desktop. Issues in Time do not integrate with Tasks in Cloud. |
No | All | No | Yes |
|
Year End Close Available in Time desktop. |
No | All | No | Yes |
|
Receivables Available in Time desktop. |
No | Cash receipts | No | Yes |
| Credit notes | No | Yes | ||
| Account reconciliation | No | Yes | ||
|
Project Management Largely only available in Time desktop. However, you can enter projects and subprojects in Cloud when entering Time and expense entries in Time. |
No | All | No | Yes |
|
Offices and Departments Available in Time desktop. |
No | All | No | Yes |
|
Scheduling Available in Time desktop. |
No | All | No | Yes |
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
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