Topic results Travelling Clients

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.
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CCH Corporation Tax
Restoring Travelled Data
This document outlines the process for restoring and synchronizing travelled data with the office database using CCH Central. It details the steps to merge updated data, back up the offline database, and remove it from the list of available datasets. Additionally, it explains how to add a homepage control to review changes in CCH Central contact records and provides instructions for accepting or rejecting these changes. Overall, the document serves as a guide for efficiently handling accounting data updates.
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CCH Corporation Tax
Travel a Client
The document provides a guide on how to travel clients' data using CCH Central for offline work. It outlines the process of selecting clients, choosing relevant data from CCH Accounts Production and CCH Corporation Tax, and creating a local copy of the data. Users are instructed on how to access offline data after logging into the appropriate system. While data is travelled offline, it becomes 'read only' in the Office Central version, preventing any modifications. Multiple clients can be travelled, with each stored in a separate dataset.
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CCH Corporation Tax
CCH Corporation Tax Importing and Exporting Client Tax Returns
The Corporation Tax Import Tool facilitates the addition of client data from one CCH Corporation Tax database to another and allows for data extraction to CCH Software Support. Key data elements that can be extracted include client name, code, address, UTR reference, and tax return. However, responsibilities, security, closed clients, and workflow data are not extracted. Instructions for exporting and importing clients are provided, emphasizing careful verification of the import process before deleting any returns. This tool is not designed for data merging or conversion.
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CCH Accounts Production
Travelling and Restoring Client Data for CCH Accounts Production
This document outlines the process for traveling client data from the CCH Central database to an offline database for offline work. It details steps to select clients for travel, access the traveled data, and manage changes back to the office database. Key sections include setting up homepage controls for traveled and imported data, synchronizing changes made offline back into the main database, and restoring updated data. The guidelines ensure seamless transition between online and offline work, maintaining data integrity and enabling effective client management.
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CCH Corporation Tax
Exporting Clients
This document outlines the process for exporting client data from CCH Corporation Tax to another database in XML format. It specifies that the original files remain accessible after export, and provides step-by-step instructions for selecting clients, choosing an export location, and completing the export. The document highlights usability features, such as search filters and file size limits, and notes similarities to the CCH Personal Tax software. The final output is an XML file saved in the specified location upon successful export completion.
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