Get started with CCH Audit Automation (SQL)
Last update:CCH Audit Automation
CCH Audit Automation login
This document provides a detailed guide on logging in and out of CCH Audit Automation. It describes the initial login screen, where users must enter their initials and password to access data. It highlights the importance of selecting the correct operational mode and the consequences of failed login attempts. Additionally, the document emphasizes the necessity of logging out to prevent unauthorized access, warning users against leaving their accounts open. It notes that switching users does not require a system restart.
CCH Audit Automation
CCH Audit Automation main window
The document provides an overview of the CCH Audit Automation main window, detailing its layout and functionality. Upon launch, users are greeted with a multiple document interface allowing the management of various windows. It includes a menu bar with File, Master Packs, and Help options, a customisable ribbon for toolbar arrangement, and a navigation panel for easy access to different sections. Additional features like tooltips, hints, and the ability to hide or adjust the navigation panel enhance usability. Both toolbars and navigation can be customized according to user preferences, improving workflow efficiency.
CCH Audit Automation
Change passwords and edit users
This document provides instructions on managing users within the CCH Audit Automation system. Key actions include changing passwords, adding, editing, and deleting users, and understanding user access levels ranging from 0 (System Manager) to 5 (Read Only). Users can change details like name, email, and password, while system managers can modify user information without restrictions. The document also outlines procedures for user deactivation and reactivation when necessary. Lastly, it notes that certain users cannot be deleted if they have existing data entries.
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.