CCH Audit Automation 2023.3 Release Notes
Release Highlights
This release provides a number enhancements and minor quality improvements.
Prerequisites
Installing CCH Audit Automation 2023.2
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
Creation of practice master packs
The master pack merge and the create master pack routines have been updated to provide more flexibility for firms when trying to customise their master packs.
Master pack merge routine
The criteria of when a master pack can use the master pack merge routine have been updated so that it is now no longer possible to skip master pack versions when using the merge routine.
|
Master Pack |
Version |
|
|
IFULL |
12 |
|
|
IFULL |
12.001 |
|
|
IFULL |
13 |
|
|
IFULL |
14 |
|
|
IFULL |
14.001 |
It will no longer be possible to use the merge routine to create a new master pack based on 14.001 as the 13.001 master pack was not created. If the merge routine is not required a new version 14.001 can be created and updated as required without using the merge routine |
In the above scenario to use the merge routine master pack 14 should be removed and then the merge routine can be used to create version 13.001 before creating 14.001.
Creation of a new master pack
The restrictions around the creation of a new master pack have been relaxed. Previously it was not possible to create a new master pack as a practice level master pack already existed, the user was forced to use the merge routine to create the next local version, this restriction has now been removed and firms can now create a new master pack based on the default master pack.
|
Master Pack |
Version |
|
|
IFULL |
12 |
|
|
IFULL |
12.001 |
|
|
IFULL |
13 |
|
|
IFULL |
14 |
|
|
IFULL |
14.001 |
Can now use the create master pack routine to create a new version based on 14.001. |
Client import routine
When using the copy pack option to import a client, the restrictions of some special characters has been removed to align with the options available when creating a new client.
Relink document
The option to relink documents to the correct server location has been added to the right click menu for background information.
Quality Improvements
ITS/66638 - Software freezing when creating a new area
Previously when creating a new area at a client level the software would sometimes freeze and become unresponsive. This issue has been resolved.
ITS/66634 - Opening excel documents
Previously when opening excel documents a second copy of the document was saved in the user documents area. This issue has been resolved.
Copy pack routine
The client backup and restore routines have been updated to include key accounting estimates, lead schedule annotations and client level mapping files.
Area risk assessment
The reports under the area risk assessment have been updated to include the new risk model options for master packs using the updated ISA 315 updated risk models.
Key accounting estimates
Key accounting estimates will now correctly open when accessed from the current audit file.
Document opening
In some circumstances a second user was able to checkout and work on a document that was already checked out by another user. The software will now show a warning to the user alerting them to this fact as they will not be able to check in any changes they make to the document.
Document review and deletion
It is no longer possible for a user with a lower level system access to be able to delete a documet that have been mark and reviewed, e.g a senior can no longer delete a document if it has been marked as reviewed by a manager or partner.
Master Packs
Install
The following master pack has been included along with the 2023.200 release and if licensed for mercia academies it 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:
Masterpacks
Mercia academy master pack version 11 - MERACD11
The masterpack manual detailing the changes to the master pack can be located from the Mercia: Audit Manuals page along with the latest sections A-D of the manual.
For firms wanting to install the master pack without updating to the latest CSI, the master pack can be downloaded directly from the following link: Mercia Academy master pack v11.
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 above.