CCH Audit Automation
Lead Schedules - List Imported Balances
This document outlines new features and functions related to report scheduling and definitions, particularly for importing and displaying transaction details. A special code format is introduced to list imported transaction details. Instructions for editing, printing, copying, pasting, and deleting report definitions are provided. The document also covers how to define report formats, insert lines, and utilize functions such as calculations, conditional tests, and formatting options. It includes guidelines for using embedded control codes and offers best practices for managing report lines.