Document identifier for the financial statements must be "FS".

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  • Updated 6 years ago
My letters aren't connected to the klib, but the financial statements are.

In your CaseWare document manager, verify (under document properties) that the identifier for the Jazzit financial statements is "FS".
If the identifier is anything other than FS, the Resource Centre path and the company information (including signature names) will not be shared properly to the Jazzit working papers and letters in that client file.

On the document manager:

  • right click on the financial statement document
  • choose Properties
  • On the General tab
  • Ensure the identifier is FS

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Jazzit Support, Employee

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Posted 9 years ago

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Photo of David Emmerson

David Emmerson, Employee

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As stated in the previous article, the Working Papers and letters are not able to connect to the Resource Centre when the Identifier of the Financial Statements is not FS.

In other situations your Letter or Working paper may indicate "Not connected to Resource Centre" but the Identifier of the Financial Statements is FS.

This occurs when the Identifier of the Letter or Working Paper has been changed (no longer the Original assigned document ID).

For example:- You are working on file "A" and want to copy the Engagement Letter (Document ID is "EL") in from File "B". You copy the document into File "A" using "Drag-&-Drop" from the Document Manager of File "B" onto the Document manager of File "A".

Because there is already an EL in File "A", CaseWare automatically increments the ID of the copied document to "EM". Once you have the EL dfrom FIle "B" in Fiel "A", you delete the original EL because you no longer require it. When you open the new EL, it indicates "Not connected to Resource Centre".

This is because the Document ID of the new EL is now "EM" and there is no Resource Centre module with the identifier "EM", to connect to. If there was another (completely different) document with the same document ID, you would be even more surprised when you end up with a completely different document after Reloading from the Resource Centre.

To avoid these issues of document ID's changing, which result in the message "Cannot connect to Resource Centre", always use CaseWare's "Copy Components" feature, instead of "Drag-&-Drop" or "Copy-&-Paste" between files.

Best wishes,
David