CCH Audit Automation 2024.2 Release Notes
Release Highlights
This release provides a number of enhancements and minor quality improvements.
Prerequisites
Installing CCH Audit Automation 2024.2
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
Remove all button in area risk assessment
The remove all button in area risk assessment will now be disabled follow planning sign off. This option has now been disabled following planning sign off to stop users accidently removing all audit tests for an area once planning has been completed.
Balance forward document path
The default file path location that was used during the balance forward routine has been updated to use that same location as the document checkout path. Previously this routine was using the local user directory and would fail if this was a one drive location.
Relink background information documents
A new option to relink the background information documents has been added to the utilities menu. Previously it was possible that during the change master pack routine the background document would become detached from the background information areas. This would stop the user from marking the background information area as reviewed. This new option can be used to resolve the issue.
Assertion information included in summary report
The assertion summary information included in identified risks is now included in the risk summary report.
System option to stop users creating clients and name changes from audit
New system options have been added to stop users creating new clients and editing client details. With this update both options will be ticked by default and there will be no impact on current functionality.
Allow client creation
With this option un-ticked the system will stop entry of client codes in the new audit pack dialogue, users will still be able to create new client by selecting an existing code that is already in the database. If the client does not exist it will need to be created from central first before it can be selected.
Allow client editing
With this option un-ticked the system will stop the client name and address from being changed on the client control data screen.
Quality Improvements
Clear deleted data script
This script has been updated to now include the pool test assertion table. previously this table had been excluded from the routine and would sometimes cause it to fail.
Availability of pool test in key accounting estimates following balance forward and change master pack routine
Previously when balancing forward audit files that included key accounting estimates any procedures linked to the key accounting estimates would not balance forward correctly. This issue has been resolved.
ITS 68016: ‘Invalid outlined index’ when opening document from main index after reviewed by higher level
This issue has been resolved.
"Invalid outline index" - This error was coming when a user (level 3) tries to open documents from the main index which are signed off by manager (level 2) or partner (level 1).
ITS 66593: Review tick is not being retain in current audit file area for Key Accounting estimate
This issue has been resolved.
ITS 68029 - AA crashes as soon as user put their credentials
This issue is resolved.
Clients were facing AA crashing following the Microsoft update KB5036618.
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.
Details of the latest Mercia changes can be downloaded here.
The following master pack has been included in the 2024.2 central suite installer:
MERACD 12 - Mercia academy audit pack Version 12. The principal technical changes in this update include:
- Changes in relation to ISA (UK) 600 Special considerations - Audits of group financial statements (Including the work of component auditors);
- Changes in relation to the issue of the Academies Accounts Direction 2023 to 2024, Academies model accounts 2023 to 2024 and Framework and guide for external auditors and reporting accountants of academy trusts;
- Changes in relation to the requirements of the Academy Trust Handbook (effective 1 September 2023) (also known as the Academies Financial Handbook);
- Changes in relation to the Teachers' Pensions Reporting Accountant Guidance TP05 for 2023/24, pertaining to the reporting requirements of the Teachers' Pensions End of Year Certificate (EOYC); and
- Best practice amendments.
For a full list of changes please the whats changed update can be downloaded here.
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:
