Export For Audit Dialog

This dialog enables you to export trial balance data to Audit software. A .csv output file is generated by this export process which can then be used by CCH Audit/Cloud Audit Suite. With a client highlighted in the Entity list, it is accessed by selecting File | Audit | CCH Audit | Export or File | Audit | Cloud Audit Suite | Export from the main menu.

In addition to the on-screen advice, you should note the following:

Select export file path: Enter an alternative destination for your .csv output file if this differs to the default provided.

Number of comparative periods: Enter the number of comparative periods to be exported. A default of 0 is provided, if this remains unchanged then only the current period will be exported.

The value can be increased up to the maximum number of comparative periods available in the entity.

Click OK to produce a .csv output file to the destination requested.

Once the Audit export process has been completed the client record will be checked out and marked as read-only. Those users with permission to undo a entity's checked out status will be given the option to remove the exported status when they subsequently access the client's data. If the entity's export status is not removed, the entity will remain read-only until a corresponding file has been imported from CCH Audit/Cloud Audit Suite.