What's new for CCH® ProSystem fx® Engagement and Workpaper Manager 2021?
- Article Type:
- Documentation
- Last Modified:
- 11/05/2022
Objectives
List new features for Engagement version 2021
Environment
- CCH ProSystem fx Engagement
- CCH ProSystem fx Workpaper Manager
Details
Every year, Wolters Kluwer strives to deliver new and enhanced productivity features that will make your entire workflow more efficient, allowing you to boost productivity and profitability. We’re excited to share with you the enhancements for the 2021 release.
This release allows access to the latest 2021 Knowledge Coach content. This includes 2021 Knowledge-Based Audits of Commercial Entities, 2021 Knowledge-Based Preparations, Compilations, and Reviews of Commercial Entities, and upcoming titles.
Included in this Release
New for Engagement
New for Knowledge Coach
Changes in technology supported/not supported
This release allows access to the latest 2021 Knowledge Coach content. This includes 2021 Knowledge-Based Audits of Commercial Entities, 2021 Knowledge-Based Preparations, Compilations, and Reviews of Commercial Entities, and upcoming titles.
Included in this Release
New for Engagement
- Chart of Accounts display correct subgroups. The Chart of Accounts dialog now displays the correct subgroups even when subgroups of other groups use the same index.
- Finalized binder synchronization improvements. Local File Room finalized binders will no longer overwrite an existing Central File Room finalized binders when a binder is finalized more than one time resulting in an incorrect higher version binder.
- Terminal server delay resolved when loading login prompt. Login dialog no longer appears to pause when "Loading directory settings" during application launch.
- Create Trial Balance Report dialog displays trial balance database in in correct order. ‘Source for default field values’ field on the dialog will display data correctly.
- Delete Binder API improvement. Fixed issue where Delete Binder API fails to delete a finalized binder.
- Code optimization. The code for Engagement Admin module has been optimized to handle large data sets.
- Check staff assignment when receiving Binder Packages. The application now checks for staff assignment when receiving binder packages. Only if the staff are assigned to the binder package, can they receive it. If not, they will see an error message saying that they are not assigned to the binder. Binder packages from another firm are not impacted by the assignment check.
- Back-up and Restore Utility behaves as expected for full back-up. Staff can now use the Back-up and Restore Utility to run full back-ups without any errors.
- Default setting of Document Completion Date report can be modified. Staff can now modify the default setting of the Document Completion Date report without any errors.
- Sporadic binder finalization failure resolved. Staff can now finalize binders without experiencing sporadic failures.
- Roll forward binder no longer freezes when converting .xls/.doc is selected. Staff can now select “Convert Microsoft Office .xls and .doc workpapers to the .xlsx or .docx format” and roll forward the binder without experiencing freezing during the process.
New for Knowledge Coach
- New Risk Type. New risk type option, “Other” in the risk pane for documenting risks that do not qualify as fraud or significant
- Diagnostics erroneously displayed in finalized binders. Knowledge Coach diagnostics will not be displayed in finalized binders including existing binders that have already been finalized.
- Improve Copy/Paste Disclosure Checklists. KBA-901 Disclosure Checklist can successfully be copied and pasted with responses from a rolled forward binder to any other binder. The Knowledge Coach Content Update as of September 2021 or later is also required to ensure responses retain in the KBA-901 disclosure checklist when copying and pasting a binder or rollforward a binder without updating the content.
Changes in technology supported/not supported
Supported Technologies. The following technologies are now supported:
-
Microsoft® Windows Server 2019.
-
Microsoft® SQL Server 2019
-
Intuit QuickBooks 2021
-
Adobe® Acrobat® DC 2021
Unsupported Technologies. The following technologies are no longer supported:
-
Microsoft® Windows Server 2012.
-
Microsoft® SQL Server 2012
-
Microsoft® Windows 7
-
Internet Explorer - Please note we will no longer support Internet Explorer with our September Workpaper Manager and Workpaper Manager Organizer releases.
Additional Information
N/A
Solution Id | 000211604/What-s-new-for-CCH-ProSystem-fx-Engagement-and-Workpaper-Manager-2021 |
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Direct Link |