Topic results BDE

CCH Audit Automation
PCAS Pension Packs v15
The document provides detailed instructions for downloading, installing, and updating the PCAS: Pension Master Pack software. It outlines the necessary steps to download the file, register for updates, and manually reset area risk assessments post-update. Installation procedures, directory options, charge rate updates, and modifications for client master packs are also included. Noteworthy changes to the master packs are highlighted, such as the removal of sample size caps and updates to risk models. Users are reminded to back up client data before making changes due to the complexity of the process.
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CCH Audit Automation
Mercia Pension Packs v9
The document outlines the process for downloading and installing the MERCIA Pension Master Pack update, including steps for installation and managing existing client data. It emphasizes critical changes based on revised auditing standards, including updates regarding ISA (UK) 540 on accounting estimates, ISA (UK) 570 on going concern, and the introduction of reporting on irregularities. Additionally, it highlights the importance of using audit data analytics, updates to ethical standards, and modifications to pension scheme disclosure regulations. The document also stresses the need for a current backup before changing master packs and advises registering for software updates.
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CCH Audit Automation
Mercia LLP Packs v9
This document outlines the process for downloading and installing the MERCIA LLP Master Pack update for audit automation. It provides detailed instructions, including file storage location, software installation steps, and options for customizing the installation directory. Additionally, it explains how to update charge rate tables and import existing data from previous master packs. Changes to the master packs are noted, including updates related to audit data analytics and compliance with new regulations post-Brexit. Users are advised to back up client data before making changes and to register for updates on the Support Portal.
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CCH Audit Automation
Mercia Group Packs v17
This document provides detailed instructions for downloading and installing the MERCIA Group Master Pack for audit automation. It outlines the steps for downloading the pack, the installation process, and options for setting installation directories. Key points include updating charge rate tables, importing accounts, and changing master packs for existing clients. It also highlights significant updates related to audit data analytics, compliance with new UK regulations post-EU exit, and adjustments to the Ethical Standard. Additional resources and registration information for software updates are included.
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CCH Audit Automation
Mercia Company Packs v17
This document outlines the process for downloading and installing the MERCIA Company Master Pack, including necessary registration for product updates. It details installation steps, options for updating charge rate tables, and processes for changing master packs for existing clients. Key updates include the incorporation of audit data analytics into engagement processes, regulatory changes due to the UK's EU exit, and updates to the Ethical Standard 2019. Additionally, it provides directions for obtaining relevant master audit pack documentation from within the software.
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CCH Audit Automation
Mercia Academy Master Pack v10
The document provides instructions for downloading, installing, and updating the Mercia Academy Master Pack v10. It outlines steps for downloading from a specified portal, installing the software, and updating charge rate tables and account charts. Users are advised to register on the Support Portal for updates and to back up data before changing master packs. Key updates include changes to auditing standards and compliance requirements for academies. The document emphasizes the importance of following specific procedures to avoid data corruption during master pack changes. Master pack documentation is accessible within the software.
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CCH Audit Automation
CCH Pension Packs v9
This document provides a detailed guide on obtaining and installing the CCH Pension Master Pack. It outlines the steps for downloading, installing, and updating necessary components, including charge rate tables and specialized charts of accounts. The guide emphasizes the importance of backing up client data before making changes and advises on correctly linking existing clients to new packs. It also highlights recent updates to the audit packs in response to changes in International Standards on Auditing (ISA). Additionally, users are encouraged to register on the Support Portal for updates.
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CCH Audit Automation
CCH Group Packs v12
The document provides a comprehensive guide on downloading and installing CCH Group Master Packs for audit automation software. It outlines the steps for downloading from the specified portal, emphasizes the necessity of registering for updates, and describes the installation process along with password requirements. Key features include options for charge rate updates, handling specialized charts of accounts, and making changes to master packs for existing clients. Additionally, it highlights changes made to the audit packs, including updates to the going concern statement and the ability to replicate audit programs for subsidiary companies.
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CCH Audit Automation
CCH Charity Packs v13
The document provides detailed instructions on obtaining and installing the CCH Charity Master Pack software update. It outlines the downloading process, emphasizes the need for registration to receive updates, and details the installation steps including managing directory paths and handling password prompts. Additional information is given regarding charge rate tables, specialized accounts, and modifying master packs for existing clients. It also lists specific changes made to the master packs, such as updates to disclosure checklists and compliance with recent ISAs, along with documentation availability in the software's Help menu.
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CCH Audit Automation
CCH Audit Automation (BDE) : v5.0.6 Update
This document provides an update on CCH Audit Automation (BDE) and instructions for downloading and installing the latest version (v5.0.6). Users are encouraged to contact their account manager for SQL version upgrades. The download process includes accessing a specific link, while installation requires ensuring no other users are active in the software. Users must follow specific steps, adjust installation directories as necessary, and select components during the installation. Registration on the Support Portal is advised for receiving product updates.
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CCH Audit Automation
CCH Audit Automation (BDE) : Full version v5.0.6
This document provides instructions for downloading and installing the full version of CCH Audit Automation (BDE). Users are advised to contact their account manager for upgrades to the SQL version. It details steps for downloading the software, including the importance of user access during installation to avoid conflicts. Additionally, it outlines options for installation directories and components. Users are also encouraged to register on the Support Portal for software updates and news.
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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.
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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.
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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.
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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.
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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.
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CCH Audit Automation
Mercia Charity Packs v15
The document provides detailed instructions on downloading and installing the MERCIA Charity Master Pack v15, including steps for updating charge rate tables and changing master packs for existing clients. Key changes in this update emphasize the use of audit data analytics (ADA), reporting on irregularities, and updates reflecting the Ethical Standard 2019 and post-Brexit regulations. It emphasizes the necessity of backing up client data before making changes and provides access to master pack documentation. Additionally, it encourages users to register for software updates through the Support Portal.
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CCH Audit Automation
Latest CCH Audit Automation (BDE) Releases
This document details the CCH Audit Automation (BDE) software, specifically focusing on its full version and various Master Packs. It includes links to specific pack releases for Mercia, PCAS, and CCH, highlighting different versions such as Company, Group, Charity, LLP, and Pension Packs. Additionally, it mentions the latest full version (v5.0.6) and its update, advising users to contact their account manager for SQL version upgrades.
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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.
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