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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.

  • 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.

  • 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

Clients

Entities (Type: Client)

Staff and Staff Rates

People (Type: Staff)

Contacts

People (Type: Contact)

Contact Companies

Entities (Type: Other)

Time and Expense

Time - Time and Expense

Work Codes

Firm Settings - Work Codes (Time / Expense)

Company Profile

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 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

Contacts and the company they work for is integrated to the Cloud.

Yes All Yes Yes

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

Available in Time desktop.

No All No Yes

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

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

Available in Time desktop. Issues in Time do not integrate with Tasks in Cloud.

No All No Yes

Available in Time desktop.

No All No Yes

Available in Time desktop.

No Cash receipts No Yes
Credit notes No Yes
Account reconciliation No Yes

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

Available in Time desktop.

No All No Yes

Available in Time desktop.

No All No Yes