CCH Audit Automation
Equation Editor
The document describes the features of the CCH Audit Automation's equation editor, which facilitates the creation and management of equations for clients. It categorizes equations into audit evidence, client data, and background data, and includes functionalities for adding, editing, deleting, viewing, and printing equations. Users can compose formulas using mathematical operators, functions, account data, and references to other equations. The document provides detailed instructions on how to utilize the editor, including managing results from multiple years and generating graphs. Overall, it outlines the comprehensive capabilities of the equation editor for effective audit analysis.
CCH Audit Automation
Graph of Trends
This document outlines the functionality of Audit Automation for generating trend graphs from trial balance accounts. Users can request historical data visualizations anytime, with the system recalculating trends based on recent data changes. Instructions are provided for selecting accounts, displaying actual results alongside trend lines, and utilizing a feature to restrict data years to improve projection accuracy. Users can view alternative trend line equations and modify settings to customize their analysis. Graphs and analytical tools are accessible through the Planning menu.