CCH Interactive Checklist 8.0 (Standalone Installation)

Introduction

CCH Interactive Checklist is software that provides functionality to allow you to complete checklists in respect of your clients in an efficient and effective environment. It is the software provided with the CCH UK GAAP and IFRS checklists forming the CCH Interactive Checklist.

Checklists available:

• FRS 102 (Companies and LLPs) 
• FRS 102 (Section 1A Small Entities)
• FRS 102 (Charities) 
• FRS102 (Pension)
• FRS 105 Micro Entity 
• IFRS (EU in the UK) and FRS 101 
• Audit or assurance report checklist

Important

Important - backup your data

We strongly recommend that you take a backup of your database before installing the update and also that you take regular backups of your data on an ongoing basis in case of loss due to equipment failure.

Detailed instructions on how to backup and restore checklist databases can be downloaded from the product release page by selecting the link to the Database Backup and Restore Guide in the Documentation section.

Downloading and Installing the update files

Create a temporary folder to hold the downloaded file, assumed to be C:\TEMP in the following instructions.
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Locate and click the Download button to download the update installer file into the previously created temporary folder C:\TEMP. The downloaded file is called CCH Interactive Checklist Update 8.0.

If you are presented with a User Accounts Control warning, please click on Yes to proceed.

You will be presented with a series of dialogs as follows:

You will see a brief display of a progress bar while the installation progresses and on completion the following Installation Complete dialog will be displayed:



You are now ready to apply the update to your database – please complete the process by following the Update the Checklist Database steps below.

Update the Checklist Database

The final step is to run the update on each database you have created to hold checklist data. If you have a single centralised database, you will only need to do this once and the new checklists will be available to all users. If you have multiple local databases, you will need to follow the steps outlined below on each database.

Launch the CCH Interactive Checklist software, select the database to be updated and log in as someone with System Manager rights.

1. User must have System Manager rights
2. Select database to be updated
3. Click Login

Select the Settings option from the ribbon bar

Select Install checklist updates


The Checklist updates dialog will appear listing the new checklist and new versions of your existing checklists. If you do not see the checklists listed in the dialog below you have either selected a database that has already been updated or the update files have not been correctly installed on this instance of the software.

Select Install



The system will now run the scripts to add the new checklists to your database displaying progress messages as each checklist is added.



The following message will appear after the process is complete.


Select OK to close the message

Select OK to close dialog


The database is now updated.

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Checklist Updates January 2025

This update includes the following changes to the IFRS and FRS 101 checklist.