Navigation Overview

AutoCheck includes three primary views which allow you to drill down to the specific information you need for a particular financial statement. Most other pages in AutoCheck are accessed from these three views.

Tips:

  • You can create a sample client and checklists to help you get familiar with navigation in AutoCheck. When you are comfortable with the navigation, you can use the instructions in Deleting a Client to remove the sample client and checklist.

  • If you use multiple monitors and want to be able to view multiple AutoCheck pages side by side, you can right-click a link in AutoCheck and select to open the page in a new tab or browser. You can then drag the tabs or browser instances to different monitors.

View How to Access Description
All Clients view
  • Opens automatically when you log in to AutoCheck.
  • ClickHome button from any page in AutoCheck to return here.

Location for creating new client checklists and accessing existing ones, among other tasks.

See Managing Clients for more information.

Note: This view is not available for firms who use AutoCheck along with CCH Axcess™ Knowledge Coach. For these firms, checklists are linked to engagements that are managed in Knowledge Coach. See the Knowledge Coach Help for more information.

Overview view
  • From the All Clients page: Click a client name on the All Clients page.
  • From a client's checklist: Click Overview in the left navigation pane.

Lists all the checklists for a specific client.

From this view you can access, print, and sign off on checklists. You can also see at a glance the status of diagnostics and notes, among other tasks.

 
Checklist view

The checklists for a client are accessible after you click the client's name on the All Clients page.

  • Click a checklist title on the Overview view.
  • If you are in another checklist for a client, you can access another checklist by clicking the title in the left navigation pane.

Note: You might need to click the arrows next to a checklist in the navigation pane or Overview list to see any checklists added beneath those checklists.

Displays the specifics tailoring questions or disclosures that need to be addressed to prepare the financial statement.

See About Checklists for descriptions of the the two types of checklists in AutoCheck. Then, see Completing Tailoring Checklists and Completing a Disclosure Checklist for instructions on completing these checklists.