CCH Working Paper Management
Sticky Notes
The document explains how to use the sticky note feature in lead schedules and MS Excel worksheets. Users can add sticky notes by clicking the Note icon and selecting a figure on the working paper to comment on. Comments can be directed to specific individuals, and notifications will appear in relevant panels. Multiple notes can be added, and their visibility is distinguished by color based on the commenter’s role. This functionality is not available for Microsoft Word, PDFs, or images.
CCH Audit Automation
Audit Notes
This document outlines the management of audit notes within CCH Audit Automation. It explains how to enter, clear, reactivate, and delete audit notes at various stages of the audit process. Key functionalities include the ability to hyperlink working papers, differentiate between audit points, review notes, and opinion notes, and facilitate note transfer and referencing. The document also details how to print or preview notes, restrict note visibility by author, and remove review notes under specific conditions. Overall, it serves as a comprehensive guide for effectively handling audit notes within the system.