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CCH Software User Documentation

CCH Audit Automation 2024.3 Release Notes

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CCH Audit Automation 2024.3 Release Notes

Release Highlights

This release provides a number of enhancements, minor quality improvements and Mercia master pack updates.

Prerequisites

Installing CCH Audit Automation 2024.3

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

ITS 66233 - Remove requirement for SQL 2012 Native Client

Removed dependency of SQL 2012 native client installation. Pro-Audit will work with MS Native client. 

ITS 66482 - To display closed clients with strike through in AA.

A new checkbox ‘Include Closed clients’ added at the bottom of Client list on Audit Automation.

When this checkbox is checked, Closed clients with a Strike through will display in the client list and when this checkbox is uncheck then Closed clients won’t be shown on list.

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Lock ‘Refresh Chart’ button on Control screen when audit is finalised.

Previously it was possible to refresh the trial balance after finalising the audit by using the refresh chart button in the client control data screen. This option is now disabled when the audit pack is in a finalised state.

Stop documents creation/Addition once Audit is finalized.

The software will now restrict the creation of the system documents (GP Memo, PF Memo, OP summary) and new documents when Audit is finalised.

Quality Improvements

Accelerate new client loading in Audit Automation.

The performance of the new client loading has been improved. With this update Audit programs will load quicker.

ITS 68049: Non Audit Program and other irrelevant pool test appearing in combined Audit program

This issue is resolved. Tests removed from Identified Risks, Key Accounting Estimates and Key controls will also be removed from Combined Audit Program and Audit & Accounts program. This fix will not fix any previous tests that are appearing incorrectly. We are working on a separate solution for this issue.

ITS 66596 : Lead schedules don't appear in the Audit pack when open using 'Load selected period' option

This issue is resolved.

ITS 68074: Accounts preparation program in capital section get corrupted on applying PCASNA 17.

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.

Details of the latest Mercia changes can be downloaded here

The following master packs have been included in the 2024.3 central suite installer:

IMER20 - Mercia company audit pack version 20

IMERG20 - Mercia group audit pack version 20

MERPEN12 - Mercia pension audit pack version 12

MERCHA18 - Mercia charities audit pack version 18

MERLLP12 - Mercia LLP audit pack version 12

MERAEX19 - Mercia audit exempt pack version 19

For a full list of changes the whats changed update can be downloaded here.

 

PCAS master packs

Details of the latest PCAS changes can be downloaded here

IPCAS19 - PCAS company audit pack version 19

Install  

The above 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.

 

Known Issues


Legal Notice

Disclaimer : Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of these Release Notes. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. These Release Notes should not be relied upon as a detailed specification of the system or the software. Wolters Kluwer (UK) Limited may make changes to these Release Notes from time to time. This is provided for informational purposes only. The information reflected in this document may be changed or updated without notice. Wolters Kluwer (UK) Limited may also make improvements and/or changes in its products, practices, and/or programs described in this document at any time without notice. This document should not be seen as a contractual agreement, a modification or amendment of any existing contractual agreement with Wolters Kluwer (UK) Limited, or an indication of terms of service. All technical data, specification and other information contained in this document is confidential and the proprietary intellectual property of Wolters Kluwer (UK) Limited and/or its licensors. No reproduction, copy, alteration, or distribution thereof may be made without the express written consent of Wolters Kluwer (UK) Limited.

Copyright: These Release Notes may not be copied, altered, edited, disposed of, or distributed without the prior consent of Wolters Kluwer (UK) Limited. The content is confidential. Unless indicated otherwise all elements of this software product are owned by Wolters Kluwer (UK) Ltd. © 2025 Wolters Kluwer (UK) Limited

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