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| CCH Central Suite |

Welcome to the Feedback Forum for the CCH Central Suite of products. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

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15 results found

  1. Show permissions inside Audit Automation permissions groups and enable editing

    At the moment there are different built-in permissions groups for audit automation but you can't see the specific permissions held within these groups, or edit them. It would be good to have better control/visibility of exactly what different groups can/can't do.

    1 vote
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    Under review  ·  0 comments  ·  CCH Audit Automation  ·  Admin →
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  2. Enable document transfer directly from OneClick Documents and Document Centre

    At the moment you need to download documents from document centre and then re-upload them to Audit. Now especially with eSign enabling documents to stay in Doc Centre and OneCLick Documents, it would save a lot of time and space if we could transfer directly between the two. We are trying to embrace Document Centre and move away from our Windows drive but the current system forces duplication.

    1 vote
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    Under review  ·  0 comments  ·  CCH Audit Automation  ·  Admin →
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  3. Better Export Options from The system

    It would be beneficial if we could export lead schedules from AA in excel format or word, so they can be used outside of the system where appropriate. It would be beneficial if we could export anything (such as the planning packs) to either word or excel.

    3 votes
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    0 comments  ·  CCH Audit Automation  ·  Admin →
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  4. Simplify review of work programmes

    The requirements of ISA315 require risk to be reviewed at a granular level resulting in the Identified Audit Risk Database being used for ALL risks not just significant risks. Therefore tests are assigned in response to the risks in this database. It would be great if a report could be run to see which standard tests within standard programmes have not been assigned to identified risks so that they can be easily identified and tailored out (or assigned to a risk if the link has just been missed!)

    5 votes
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    0 comments  ·  CCH Audit Automation  ·  Admin →
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  5. audit notes

    Redesign of the Audit notes system - needs more integration with the general interface so that it is more obvious there are new or outstanding audit notes.

    Perhaps some sort of live notification/inbox in the bottom system bar of the software window (where the login, date/time is located)

    5 votes
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    Proposed  ·  0 comments  ·  CCH Audit Automation  ·  Admin →
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  6. Changes to subsequent events programme

    PCAS company pack 17.1 subsequent events audit programme now has questions which relate to facts AFTER the date on which the auditor’s report was signed. I can't see the point of including these, as we need to answer all such questions BEFORE the audit file can be signed off and the audit report issued. Please can these be removed from the net of now including these as these questions in the audit programme need to be completed BEFORE we can sign off the audit file and then sign/issue the audit report. Same issue on charity pack. Please can these be…

    2 votes
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    Under review  ·  0 comments  ·  CCH Audit Automation  ·  Admin →
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  7. Being able to reorder audit programmes at planning which is then reflected in the combined audit programmes

    I would like any changes we have made to the order of the audit programmes to be reflected in the the combined audit programme, Currently the order is displayed by test type and not the same order as customise procedures.

    2 votes
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    0 comments  ·  CCH Audit Automation  ·  Admin →
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  8. Document Edit button should automatically check document out for editing

    Currently users have to click Check Out and then click Edit.

    Can the Edit button automatically check the document out?

    7 votes
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    Proposed  ·  0 comments  ·  CCH Audit Automation  ·  Admin →
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  9. SQL Hosting on Linux Servers

    Microsoft SQL is now able to install on Linux servers, It would be a great opportunity for Audit Automation if we can host a database on Linux servers to reduce our cost.

    I would suggest the technical team of CCH Audit Automation to see if we can host SQL database on Linux servers in the cloud and connect the local system to the hosted database.

    For reference: https://docs.microsoft.com/en-us/sql/database-engine/install-windows/install-sql-server?view=sql-server-ver15

    Regards
    Yameen

    2 votes
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    0 comments  ·  CCH Audit Automation  ·  Admin →
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  10. Access to the External Reviewer

    In many countries, audit files are subject to review by external regulators like The Institute or the Audit Oversight Boards.

    In previous borland database version, there is a possibility to give audit file to the reviewer for a particular client and for a particular year as a backup. This is the secured practice to give access to external reviewer to that extent he or she required.

    However, in the updated version, you can not restrict external reviewer to the required year. If you give access to reviewer to the client, he or she can access previous years without any permission.…

    12 votes
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    Proposed  ·  0 comments  ·  CCH Audit Automation  ·  Admin →
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  11. Option for Manual Entry of Date in Working Papers

    An option of entering date in working papers manually rather than auto filling of date based on system date will be helpful for the firms in presenting it audit files to regulatory reviewer. Reason behind is that sometimes firms have to issue audit report on some back date on the insistence of client despite the fact that audit work was performed on current dates and in current scenario it not possible to provide any justification to regulatory reviewer regarding the date issue.

    7 votes
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    Proposed  ·  1 comment  ·  CCH Audit Automation  ·  Admin →
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  12. Pension Master Pack

    At present, the pension master pack does not incorporate the same chart of accounts as Accounts Production. This means that figures have to be posted seperately into each, and cannot be transferred directly between the two. The Charity master pack was recently updated to reflect this.

    3 votes
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    Proposed  ·  0 comments  ·  CCH Audit Automation  ·  Admin →
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  13. Automatically calculating sample sizes using section specfic materialitty

    Despite this supposedly being an integrated system, I have been informed it does NOT use the lower section specific materiality (when this has been included). All that is does it to note the lower section specifically materiality under the performance materiality so you have the option to adjust if you wish.

    We therefore need, on every job where there is a lower section specific materiality to manually adjust the performance materiality (in the sample calculator) which needs to be calculated as the section materiality divided by risk factor for that area.

    It would be better if system automatically used the…

    1 vote
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    Proposed  ·  0 comments  ·  CCH Audit Automation  ·  Admin →
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  14. Prevent edits to TB's imported from AP

    At the moment, once a TB has been imported from AP into AA, users can still override and make manual edits to the trial balance.

    Once an import has been done from AP, the only way users should be able to modify the data is via journals.

    Please can you consider locking this done for AP imports.
    Thanks

    3 votes
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  15. Include an extra column in the PAR routine to show the % difference with the preliminary TB as well as the final TB

    Include an extra column in the PAR routine to show the % difference with the preliminary TB as well as the final TB.

    As the comments made at planning stage will not be upto date as updates are made to the final TB figures

    3 votes
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