Topic results Audit Master Pack

CCH Audit Automation
Printing the Master Audit Pack
The document outlines the print routines available for user-definable areas of the master pack. Users can print specific sections by clicking a printer icon button on relevant dialogs. A new printing option for master pack data can be accessed via the "Area list details" print button in the Audit area definition dialog. The document includes instructions for printing individual items or all items from the list. Visual aids are provided to illustrate the print button locations and the master pack print routines dialog.
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CCH Audit Automation
Removing an Audit Pack
The document outlines the process for deleting an audit pack in CCH Audit Automation to free up space in the database. Users can initiate the removal by selecting the "Remove pack" option from the System maintenance menu. After entering the relevant pack code, the system verifies its validity and prompts for confirmation to delete the specified client code and period. A progress report is provided during deletion, and users can subsequently clear orphaned records from the database.
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CCH Audit Automation
Printing the Audit Pack
This document provides a detailed guide on printing the audit pack. Users can initiate the print process via the File menu and access the Print selected schedules window to choose either all areas or specific areas. The document outlines the steps for selecting audit components, including audit programs, checklists, lead schedules, and working papers. It also details features such as changing print order, suppressing notes, and including excluded questions. Finally, it highlights the system's compatibility with various document formats like Word and Excel for printing.
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CCH Audit Automation
Creating a new audit pack - New Client
This document provides a step-by-step guide on creating a new audit pack for a client using CCH Audit Automation. It outlines the initial setup, including the selection of a unique work area code and the use of the "Create pack" button. The process involves entering client details in the "New audit pack" and "Client control data" dialogs, with checks for existing codes and required fields. Once completed, the system initializes the work area promptly and returns to the main interface.
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