CCH Audit Automation 2023.3 SP Release Notes
Release Highlights
This release provides a number of enhancements and minor quality improvements.
Prerequisites
Installing CCH Audit Automation 2023.3 SP
This release is installed using the Central Suite Installer. This ensures that all prerequisites are in place and that all the products for which you are licensed are installed in the correct sequence.
Click here to find out more about the Central Suite Installer.
Offline Data
Any client data that has been taken offline should be traveled back to the office database before updating the system.
Software Enhancements
Headings added to identified risk assertions
New headers are added in the text boxes present on the right hand side for each added assertion on the Identified risk screen. These headings will be added at the point of adding an assertion and will be repopulated if the text box is empty. These headings are a prompt for consideration when assessing the assertions linked to the risk. 
Update to numbering used for inherent risk and tailoring questions when editing a master pack
When editing a practice masterpack, any new sections added to inherent risk or tailoring questions will now start from 51 and any new questions added under existing sections will start from 51. This is to avoid a scenario where the same section and question is duplicated in a practice master pack and the default master packs.
Selecting assertions from identified risks
Previously, when selecting assertions on an identified risk that has been concluded on, it was not possible to click on the assertions to view the assessed details. This issue has been resolved.
Guidance buttons
The Guidance buttons have been enabled for the identified risks, key accounting estimates and key controls screens. These will become active with the release of new master packs when the guidance is added.
Audit homepage screen in Central
It is now possible to resize the name column on the audit homepage control in Central.
Quality Improvements
Area risk assessment screen not updating the correct status for control and inherent risk assessment
Previously the assesment status for control environment and Inherent risk were not updating correctly on the area risk assessment screen. This issue has been resolved.
System crashing when changing user
Previously, when switching user, the system would close when exiting a client. This issue has been resolved.
Register of involvement
Previously the register of involvement document on the main index would not open after changing the master pack the client was based upon. This issue affected the PCAS master packs and has been resolved.
Points forward document
Previously this document would not always open correctly. This issue has been resolved.
ITS 66462 - Risk factor not using correct risk factor
Previously, when working on an identified risk where assertions have been allocated different levels of residual risk, the risk factor used would be based on the last risk factor that had been set rather than the highest risk factor assessed for the assertion. This issue has been resolved.
Master Packs
Mercia master packs
The master pack manual detailing the changes to the master packs can be located from the Mercia: Audit Manuals page along with the latest sections A-D of the manual.
The master packs will be included in the next Central Suite Installer (CSI) during the next software release due in April 2024. For firms wanting to install the master packs before for the next CSI update can download the master packs by clicking on the links below .
To install the master pack the ZIP file should be saved in the master packs folder in the application directory. The master pack can then be installed as detailed below.
Only download the master packs that you are licensed for as you will not be able to install the latest version of the master pack if you do not have the prior versions of the master pack and the install will fail.
The following master pack have been made available for download:
IMER 19 - Mercia Company Audit Pack Version 19
IMERG 19 - Mercia Group Audit Pack Version 19
MERCHA 17 - Mercia Charity Audit Pack Version 17
Install
The following master packs have been made available for download and can be installed by logging into the audit software as system manager and selecting the install button from the master pack menu, Select the master pack to install via the check box and click install:
PCAS master packs
The master pack manual detailing the changes to the master packs can be located from the PCAS Audit Manuals.
The master packs will be included in the next Central Suite Installer (CSI) during the next software release due in April 2024. For firms wanting to install the master packs before for the next CSI update can download the master packs by clicking on the links below .
To install the master pack the ZIP file should be saved in the master packs folder in the application directory. The master pack can then be installed as detailed below.
Only download the master packs that you are licensed for as you will not be able to install the latest version of the master pack if you do not have the prior versions of the master pack and the install will fail.
The following master pack have been made available for download:
IMPORTANT NOTE! For firms wanting to create a localised 18.001 version of the master pack to edit a database update will need to be performed or an error will occur. Please see the knowledge base article to obtain the update required.
IPCAS 18 - PCAS company audit master pack version 18
IPCAS 17
Install
