Accessing Clients offline
Last update:CCH Audit Automation
Travelling Clients
This document provides guidance on managing travelling clients in CCH Audit Automation, particularly for auditors unable to connect to the office network. It details the step-by-step process for transferring client data to offline databases and synchronizing it back to the office. The document covers configurations, transferring data from both CCH Audit Automation and CCH Central, as well as how to reverse or undo the travel of client data. Key features, warnings, and requirements for successful data management are highlighted throughout to ensure efficient handling of travelled clients.
CCH Audit Automation
Network at Client
The document outlines the process for multiple users to connect to the same offline database on-site using the client's network. It specifies that users can log in and select from available servers on their current network, as illustrated by accompanying images. This setup allows for collaborative access to the database while ensuring connectivity in offline conditions.
CCH Audit Automation
Related Parties Database
The document describes a non-mandatory database system for recording details of related parties, accessible through the [Related Parties] option in the Reference menu. It allows for year-to-year updates and displays existing entries. Users can add or edit records, including an option to indicate if the relationship was reported by management; if not, it is assumed to have been identified by the audit team. Visual aids are provided to guide users through the process.