Time Operations Supported on Cloud
When Time is integrated with CaseWare Cloud, data from several areas of the program are synchronized between both systems. When performing operations such as Create, Edit, or Delete, only some areas of the program can be performed from both programs; other operations can only be performed from Time.
The following table lists the operations that you can perform from Cloud. For data merges to occur from Cloud to Time, the Time file must be open and Online (connection is established with Cloud).
| Area | Operation | Supported on Cloud? | How Do I? |
|---|---|---|---|
| Clients | Create | Yes | Use the Entities app to add or modify an entity of type Client |
| Edit | Yes | ||
| Delete | No | Can only be done within Time | |
| Staff | Create | Yes | Use the People app to add or modify a person of type Staff |
| Edit | Yes | ||
| Delete | No | Can only be done within Time | |
| Staff Rates | Create | No | Can only be done within Time |
| Edit | No | Can only be done within Time | |
| Delete | No | Can only be done within Time | |
| Contacts | Create | Yes | Use the People app to add, modify, or delete a person of type Contact |
| Edit | Yes | ||
| Delete | Yes | ||
| Contact Companies | Create | Yes | Use the Entities app to add, modify, or delete an entity of type Other |
| Edit | Yes | ||
| Delete | Yes | ||
| Work Codes | Create | No | Can only be done within Time |
| Edit | No | Can only be done within Time | |
| Delete | No | Can only be done within Time | |
| Company Profile | Edit | Yes | Modify the firm details from Firm Settings | Firm | Profile |
| Time / Expense | Add | Yes | Use the Time app to add a time or expense entry |
| Edit | Yes | Can only edit un-submitted time / expense entries | |
| Delete | Yes | Can only delete un-submitted time / expense entries |
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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Email: support@caseware.com
Phone: 416-867-9504
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