Upgrading from BDE to SQL
This section provides a detailed guide for configuring CCH Accounts Production and CCH Audit Automation to facilitate data exchange, particularly focusing on transferring Trial Balances and journals. It outlines the necessary one-time setup tasks, including creating file structures for export and import and configuring system options. Step-by-step instructions are given for exporting Trial Balances to CCH Audit Automation, importing them, and transferring journals back to CCH Accounts Production, emphasizing the importance of correct mapping and handling potential errors during these processes.
Last update: CCH Audit Automation
CCH Audit Automation: BDE to SQL - Advanced Converter Consultancy (10091829)
This document outlines a three-hour online training session focused on the new functionalities of the SQL version of CCH Audit. The session aims to enhance practice efficiency by reviewing current software usage, ensuring data integrity, and identifying improvement opportunities. Participants, ideally senior audit team members and daily users of the SQL system, are required to understand the BDE version of the software. Key topics include updating client data, exploring system changes, and optimizing quality controls. Attendees should prepare by selecting client cases for discussion and may need IT support during the session.
CCH Audit Automation
CCH Audit Automation: BDE to SQL - Converter Consultancy (10091828)
This document outlines an online training session focused on Master Pack administration and the process of converting client files and Master Packs from the BDE to SQL version. The session lasts up to three hours and includes objectives such as managing Master Packs and executing the conversion process. Prerequisites for attendees include a solid understanding of the BDE version of CCH Audit Automation, proper preparation of user data, and access to the required software. The course is designed for system managers and super users responsible for running and converting files within the system.
CCH Audit Automation
CCH Audit Automation (BDE): SQL Upgrade Guide
This document provides a comprehensive guide on migrating from CCH Audit Automation (BDE) to CCH Audit Automation (SQL). Key points include prerequisites for conversion, user management updates, and system options that must be manually configured in the new system. Detailed procedures for converting master packs and client data are outlined, emphasizing data integrity and the need to match existing user records. Additionally, it discusses enhancements made in the 2023.1 release and necessary settings in the new configuration file to streamline the conversion process.
CCH Audit Automation
Introduction to the SQL version
The document presents a video introduction to the CCH audit automation tool's SQL version. It includes a link to the video and an embedded player for users to access it directly. The video aims to inform viewers about the features and functionalities of the SQL version of the audit automation software.
CCH Audit Automation
Upgrade from BDE to SQL
This document contains a video tutorial that demonstrates the process of upgrading from CCH Audit Automation (BDE) to CCH Audit Automation (SQL). It includes a link to the video for further viewing, which visually guides users through the upgrade steps necessary for the transition.
CCH Audit Automation
CCH Audit Automation (BDE)
The document provides an installation guide and release notes for CCH Audit Automation (BDE). It includes links to detailed release notes for different Master Packs, such as Mercia, PCAS, and CCH. Additionally, there is a section for software downloads, directing users to the latest version of the CCH Audit Automation software.