Topic results Data Analysis

CCH Company Secretarial
Data Analyser
The document outlines the functionality of the Data Analyser tool for comparing CCH Central and CCH Company Secretarial databases. It details the process of identifying and resolving conflicts before synchronization, highlights the importance of user permissions, and provides step-by-step instructions for running data comparisons. The Data Comparison grid visually represents conflicts, including discrepancies in contact details, and outlines necessary permissions to access the screen. It emphasizes the need for manual corrections if two-way synchronization is enabled and suggests exporting results to Excel for further analysis.
More information
Twinfield
TwinCube types
The document lists various financial TwinCubes available for analysis, each providing specific data. Key TwinCubes include the General Ledger, which details all transaction lines; Annual Report variants that summarize transactions by nominal, period, and dimension; and data on customer and supplier transactions. Additionally, it highlights credit management information related to sales reminders.
More information
CCH Audit Automation
Trend Analysis
The document discusses a system for analyzing financial trends using historical trial balance data. It requires at least two years of data for accurate calculations, producing five trend lines per account to find the best fit for projections. Trend analysis can be accessed through the Planning menu and includes options for setting exception limits for reporting variances. Additionally, the system allows updating current figures based on these projections, ensuring accuracy in the trial balance. Users can review correlation figures and make necessary adjustments before finalizing the projections.
More information
CCH Practice Management
Toolbox: Database Analysis
The document provides instructions for using the Database Analysis tool within a software Toolbox. Users can access a bar chart by dragging the Database Analysis option, and they can customize display settings through a right-click pop-up menu. Additionally, visibility of the bar chart is determined by the user's security group.
More information
CCH Audit Automation
Preliminary Analytical Review
This document outlines the process for recording a preliminary analytical review using CCH Audit Automation. It details how to access the feature, the specific data columns available, and how to input or edit financial data. Users can manage budgets, set materiality thresholds, and document audit risks. The system allows users to freeze figures, add sub-areas for detailed analysis, and generate reports. Additional features include adjusting display settings and providing options to print or save reports. Overall, it serves as a comprehensive guide for effectively utilizing the analytical tools within the software.
More information
CCH GDPR Compliance
Completing your gap analysis
The document emphasizes the importance of conducting a compliance and risk assessment to identify gaps in organizational compliance and assess inherent risks, particularly regarding personal data protection. It prompts organizations to review consent practices, data management, and cybersecurity controls, as well as their human resource policies. Additionally, it highlights high-risk processing activities, such as handling data of vulnerable individuals or large data volumes, which necessitate a Data Protection Impact Assessment (DPIA). The provided software tools can help document and evaluate these processes to enhance compliance.
More information
Twinfield
Accessing Twinfield Analysis
The document provides instructions for accessing Twinfield Analysis in Excel. After installing, users can find the Twinfield Analysis icon in the Data ribbon. It guides users through the login process with their Twinfield credentials and highlights the need to grant permission for accessing the Twinfield environment during the initial connection. Visual aids illustrate the steps for clarity.
More information