Case File Audit Example Form Template: Fill & Download for Free

When syncing from development to production, you’ve got to take specific things into consideration since Umbraco stores some things in its database and some things in external files.Templates are stored in external files in the /masterpages or /views folder depending on your approach (Web Forms or MVC) but the template definition is also stored in the database (as a pointer to the file).XSLT files are stored in the file system, and Umbraco just reads the /xslt folder to present them in the back-end.Macros are stored in the database, and they often point to disk files, be it user controls, DLLs, or other types.Dictionary entries are stored exclusively in the database.Document types are stored exclusively in the database.Partial views are stored exclusively on disk (although they can be edited in the Umbraco back-end, but it’s just reading the file system).Relations are stored exclusively in the database.Data types are stored in the database but some can also point to files for their code.Media are stored in the database (as pointers to files together with their properties) as well as in the filesystem as actual files.You also have code files in App_Code, as well as any custom DLLs in /bin, and also other files that may have been introduced by newly installed packages.I thing you get my point - it’s a mix of database entries and files on your disk. This means that you can’t just sync your filesystem, you have to sync specific aspects of the database too, and if you do you are in danger of losing actual content data that, for example, were entered in production.So, depending on your scenario, you have the following choices:If you *know* what you are changing each time, and you can take the time to manually replicate changes on the live site, you can just go with that - copy some partial views or XSLT files, export some doctypes and import them on your live site and so on. This is a time consuming and error-prone process and it doesn’t protect your data in case of an error. It’s the fastest approach for small changes, though. If you go that way, you should always make sure you have a full file and database backup of your production site before you start changing things.An alternative to manually adding stuff to your production site could be to create packages with updates on your dev site and then install those packages in your production site. A package can include files as well as content, and it’s useful when you have new content. A package is not that effective in managing changes in media files though, or performing changes in structure and/or existing data.If you want to change things (e.g. templates, data types, etc.) in your dev site and then sync it with your production site without altering data on production, you can either go with uSync (uSync - our.umbraco.org), which is a free Umbraco package built for this purpose, or Courier (Umbraco Courier), which is a package created and maintained by Umbraco HQ. Both can synchronize files and content between your installations, the difference being that Courier has more support and is guaranteed to work by Umbraco HQ. Usync is very widely used too, though, and is actively maintained so it’s a perfect alternative.Same scenario applies when you need to change definitions (templates, partial views, data types, code, dll etc) together with data. Both products (uSync and Courier) support data synchronization between your dev and production installations. This is particularly effective when you’re using your dev installation as your data update point, at least for a while until your changes go into production. With those products, you can even use a staging site as a point for updates, pushing changes to production when they are finished and audited.The best method to make sure that you always have a synchronized dev and production Umbraco site is to use Umbraco Cloud (Umbraco Cloud) with 2 or 3 environments (dev, staging, live). Umbraco Cloud internally uses Courier combined with Git versioning, so your environments stay always in sync and they can sync both ways, meaning you can pull changes in data from your production site back to your development environment. You can do that with Courier in stand-alone installations too, but with Umbraco Cloud it’s much simpler.

The following are a few promising fields that have opened up for CAs. Please remember that the CA qualification can be compared to an MBBS qualification and further specialisation is required akin to an MD specialisation to exploit the opportunities.GST Audit and Tax advisory services : Many entitities have to file their annual returns under GST with reconciliation as of 31st December of every year. Audit report either of a CA or CMA is required. This is one of the nascent areas recently opened up for practise along with GST advisory services.Valuation of Financial Assets : Valuation of Financial Instruments under IND AS and other valuations as required under the Companies Act 20123 requiring a valuers certificate. Practicing CAs are eligible subject to eligibility conditions as prescribed by Central GovernmentInsolvency Professional : A Chartered Accountant,who has enrolled as a member of ICAI and has ten years of experience [Regulation 5(c)(iv) of the IBBI (Insolvency Professionals) Regulations, 2016], Successfully completed the National Insolvency Programme, as may be approved by the IBBI [Regulation 5(c)(i) of the IBBI (Insolvency Professionals) Regulations, 2016], or Successfully completed the Graduate Insolvency Programme, as may approved by the IBBI [Regulation 5(c)(ii) of the IBBI (Insolvency Professionals) Regulations, 2016].And Has passed the Limited Insolvency Examination within twelve months before the date of his application for enrolment with the insolvency professional agency [Regulation 5(a) of the IBBI (Insolvency Professionals) Regulations, 2016].And Has completed a pre-registration educational course, as may be prescribed by the IBBI, from an IPA after his enrolment as professional member. [Regulation 5(b) of the IBBI (Insolvency Professionals) Regulations, 2016].IT (Laws) and Compliance: Information technology has changed the way the world works. Things that used to take days are now completed within hours and minutes. A single person can now run an entire business thanks to IT. Information Technology is a technical domain that runs parallel to all modern industries and helps in making them more efficient. IT laws and regulations, and compliances under these laws have become extremely important especially under increased cyber threats and information distribution concerns. There are also areas like e-waste regulations and compliances regarding the same. Why do you need to know about it? IT has updated the entire process. Gone are the days when CAs were thought of in the same vein as a “munshi”. Today's CAs have access to an entire new world. CAs are now expected to recommend the best practices to management and reduce costs to aid savings while focusing on improving profits. They must also advice their clients on compliances under various information technology laws, such as data protection, having the right paperwork in place for online businesses and even policy issues at times. If you are looking to expand your expertise in a new area, then IT laws is definitely a great option. You can, for example, gain expertise in e-commerce & fintech regulations. You could also get a well-known certification in cyber law for increased credibility in this field. Also fields like Data analytics and Cyber security assurance are fields where a CA could thrive and use his logical and analytical skills.Labour and Employment laws compliance and advisory: All the laws regarding labour and employment come under the broad category of 'Employment Law'. It is responsible for protecting the rights of the labour force and with the help of amendments and judicial clarifications in the Industrial and labour laws, balance the interests of employers and employees. India is expected to rapidly reform its labour laws, and a lot has already been changing, to make India a competitive place to do business since its labour laws are often considered backdated and unfriendly to new age businesses. Still, India has hundreds of labour legislations that are complex to understand and follow. Labour laws enumerate the various rights and obligations of the employees and employers. It covers a range of issues from employment contracts, payment, procedures, settlement of dispute, statutory compliances, maternity benefits, leaves and holidays, workplace injury and compensation, gratuity and provident fund related issues, registrations and maintenance of various statutory registers and such other aspects. Why do you need to know about it? CAs are often expected by clients to take care of all the compliances. Clients automatically come to CAs for employment related compliances as well. There are definitely specialized firms that handle only employment law compliances. However, most SMEs and traditional business folks find it more comfortable to deal with their existing CA rather than roping in a new services provider. As a CA, with the necessary knowledge about labour laws and procedure, you can create an additional area of practice and revenue stream by taking care of these compliances and even advising clients on the same. Some of the areas to explore here are: Policy drafting - Various workplace policies such as whistle blower policy, conflict of interest policy, CSR policy, anti-sexual harassment policy etc. - you can make a suite of policies and provide the same to your clients with customization as required. Labour law audit - offer a labour law audit to your clients. Most of them are stuck at various degrees of non-compliance and have no idea Offer registration services - there are many registrations required under labour laws for both manufacturing and white-collar offices. Most of the time SMEs have no idea about these and big companies are happy to outsource what they consider to be drudge work. Maintaining various records, registers and displays - India has a plethora of labour laws under which many records, registers and displays are supposed to be maintained. You can help your clients to become compliant with these laws.Contract Management and Advisory: Commercial contracts include joint venture agreements, terms and conditions for services, vendor agreements, purchase and supply agreements, service level agreements, franchise agreements, shareholders' agreements and lease and rental agreements amongst others. Many business agreements are quite simple and does not require massive amount of legal knowledge to either draft or negotiate. A smart person, with minimal experience, can easily work with a good template and churn out a decent business contract in a large majority of business situations. While one could go to a law firm for expensive contract drafting services, which is often justified when stakes are high, for day-to-day matters simple standard form templates do just fine.Bigger accounting firms usually collaborate with legal teams to make templates for all the necessary contracts a company might need, from employment and founder agreements to vendor agreements. These need to be updated regularly keeping the latest laws and changing business scenarios in mind. Chartered Accountants are asked to advise on contractual matters once in a while because of their vast knowledge of compliances and regulations, but primarily because not every contract is worth hiring lawyers. To improve skills on contract drafting and even negotiation, one has to undergo a contract drafting and negotiation course or have an LLB degree as an added qualification. Clients often look at their CA as a friend, philosopher and guide. If you are able to advice clients on their contracts, or explain to them about the merits or demerits of a clause, it will only increase your value as a trusted business advisor.Government Procurement and Tendering :Organisations, institutes and governments send out formal structured invitations called ‘Request for Tender’ to prospective suppliers or publish in the newspapers or designated notice boards to submit a bid to supply particular products and/or services. There is an elaborate bidding process. Government being a big spender, clients can make a lot of money from a tender if they get it. However, the complexity of this bureaucratic process requires them often to get some expert help. As a CA you can be very useful to any supplier looking to secure a government contract. You already have much of the prerequisite knowledge regarding compliances, conditions and regulations to help in this process. However, a specific knowledge regarding how government contracting works, laws, regulations and important judgment related to tender and bidding process is necessary. The Government has come out with a lot of strategies to help SMEs especially to ensure that they get a good part of the government contracts available. Many tenders are reserved for SMEs and small companies. These SMEs, many of which may already be your client, may not have gotten started with government contracts. As a CA, you can open that door for them, guide them and as a result, help them to grow. You can learn more about managing government tenders from our certificate course on Government contracts, tender management and regulations. A lot of businesses can do better only if they have a more knowledgeable person guiding them through the process. As bigger consulting firms hardly ever consult smaller businesses, you can fill the void and manage the tender applications for these smaller suppliers.Due diligence: Due diligence refers to a comprehensive set of steps taken by a prospective buyer to appraise and get an accurate understanding of the assets, liabilities and commercial potential of the deemed product. Due diligence is very important as it enables you to understand and fully grasp the positive as well as negative outcomes of getting involved or investing in something. CAs have always been involved in financial and tax due diligence, which is part of every M&A, investment deal and any large finance round. However, CAs are not always comfortable with conducting a legal due diligence, nor is it appropriate for CAs to give legal opinion. However, with a lot of growth (and deals) coming from the startup market, there is a need of professionals who have a broader understanding of things and possibility of hiring multiple professionals is limited. Clients in this market prefer a professional who can look into all the sides. This gives CAs an opportunity to be more competitive if they understand the legal due diligence process apart from financial and tax due diligence.Chartered Accountants are very well aware of due diligence with years of experience starting right from articleship. If you want to succeed and advance in your career, you have to be very good with your due diligence. You need to be thorough and detail oriented. Every CA has had enough exposure to due diligence and yet you see some being better at it than others. Due diligence is a very hands on process and requires a lot of time and effort, but it also opens you up to bigger things since it is so obviously needed. A CA having additional knowledge on legal side due diligence can be very impressive.Intellectual Property :As IP is becoming increasingly important to a large number of businesses, in booming sectors like media, technology and pharma, the CAs who work with them are increasingly facing IP related issues. The work varies from valuation of intellectual property to licensing and assignment deals. Building and enforcing internal standards for managing IP portfolio is also a major area of work where CAs have natural proclivities and these fit nicely into existing responsibilities. CAs can benefit a lot by learning more about IP laws, regulations, IP contracts and best practices in the market related to IP. CAs can now file trademark and copyright .Corporate Governance :Corporate Governance refers to the system of rules, regulations and practices by which a company is directed and controlled. It basically involves balancing the interests of the company, its' investors, the shareholders, the workers, the suppliers, the vendors, government and the community. Good, stable and a well thought out corporate governance system is responsible for the smooth operation of any company. It identifies the rights and responsibilities among all of it's' participants. In fact, listed companies which are known to have amazing corporate governance receives a premium in the marketplace as investors consider the risk of investing in such companies to be much lower. Especially foreign investment flows mostly to only such companies, which makes every listed company very interested in corporate governance. CAs being the quintessential business advisors, can play a big role in corporate governance. In fact, many of the most prized independent directors, and even executive directors are well known CAs. Chartered Accountants need to apply fine principles of Corporate Governance when called upon. You have the potential to do a lot in this field. You can provide specialized guidance in designing the code of conduct, risk management framework and all the regulations associated with them. You can also work on things like whistleblowing policy and implementation, sexual harassment policy and implementation, conflict of interest policy etc. Managing finance of the company is another major area of work for CAs, but they can sometimes fall short on knowledge in certain specialized areas such as negotiation of term sheet for investment (for angel or VC investment), FDI or ECB regulations, or maybe corporate insolvency resolution. Corporate Governance is one of the more important tasks that come across an accountancy firm desk and it is not just plain corporate compliance. There is a strategic angle to corporate governance. So update your skills to match the demand.Special Economic Zone Laws :Special Economic Zones (SEZ), which are specially designated zones where export oriented units function under relatively easy laws and regulations have been attracting massive amount of Foreign Direct Investment and number of announced SEZs stand over 500 already. Out of these, according to the government, as of December 2017, 222 were operating. SEZ is serious business as most of export oriented manufacturing, services and trade is quickly shifting to various SEZs. Interestingly, SEZs have unique rules, regulations and compliances. This is an excellent area of practice to target.Corporate Social Responsibility : Corporate Social Responsibility refers to the role that corporations are expected to play in meeting the agenda of sustainable development by providing a balanced approach towards economic progress, social progress and environmental stewardship. Even though CSR in India tends to focus on what is done after the profits have been made, as per the Companies Act of 2013, India became the first country in the world to mandate and quantify CSR expenditure. It effectively requires certain big companies to give a minimum of two percent of its profit to charity.There has been a considerable increase in the CSR spending by companies. CAs are often called on to audit CSR projects, and even handle CSR committees that companies are required to set up. Shortlisting, approving and coordinating CSR projects also require qualified professionals with financial acumen. Concepts like “inclusive growth” and “responsible enterprise” are actually being used to bring about better corporate governance. You can make a positive change in the society by spearheading or advising on effective CSR projects.Foreign Direct Investment : Foreign Direct Investment refers to an investment or buying equity interest in a company by a foreign entity or investor or acquiring business assets of one country by an entity based out of another. FDI is a critical part of India's economic growth and is a major non-debt source of capital for India Inc. Foreign companies look forward to investing in India because of the lower cost of resources and wages as well as special investment privileges that the Government of India offers. Many accounting firms as well as independent accountants have already jumped on this bandwagon over the last 2 decades as FDI juggernaut has so far been unstoppable. FDI related work usually pays very well. If you have the knowledge about the regulations, compliances, documentation, usual negotiation points and restrictions about FDI in different sectors,External Commercial Borrowings : External Commercial Borrowing basically refers to a loan availed by an Indian entity from a non-resident lender. These loans are mostly provided by foreign commercial banks or financial institutions. ECB is one of the prominent forms of foreign funding. The Indian Government has a very comprehensive policy regarding ECB that regulates the flow and puts the necessary restrictions, interest rate ceilings, maturity period, ceiling on total amount borrowed et cetera. ECBs provide the opportunity to borrow a significantly large amount of money with a possibly longer terms and lower interest rates. As a CA with a substantial knowledge of corporate law and the regulations surrounding ECB, you can help corporations raise ECBs from internationally recognised sources like banks, international markets, etc. These deals help secure a substantial cash reserve which can be used to help the company jump leagues ahead of the competition if used well. There is tons of work for CAs to do in this, including project viability reports, RBI compliances, general advisory and preparation of documents.Foreign Contribution Regulation Act : Non-profit organisations and NGOs are supported by funds received from foreign donors/initiatives/groups. Just like companies, NGOs and not-for-profit societies, trusts and foundations also need a CA. Especially in this area, a CA with precise knowledge of the regulations and conditions, as well as experience of dealing with the government is critical. This is a good and undervalued niche with good potentials wherever there are many NGOs. As a CA, one can help clients to register under the required government regulations and follow all the prerequisite conditions in case they would like to continue to receive foreign contributionFinancial and Technological laws (Fintech):he fintech market is relatively new to India. It started as small mobile payments initially and has since grown into a vibrant and diverse market. Fintech generally refers to companies that use technology to provide financial services. Fintech-specific laws have still not been placed in the country although RBI has certain regulations in place. SEBI has formed a panel to oversee fintech's impact on the market. From cryptocurrencies changing how banking is done around the world to creating new asset classes, blockchain technology making headlines every day, digital goods in games like Second Life becoming a billion dollar economy, fintech is probably the fastest growing sunrise industry today. Many professionals would love to get a piece of this pie except that they have no idea how to. As India doesn't have up-to-date fintech laws, it is in the perfect situation. This has made India the hotspot for the global fintech market. Every major and minor player is coming to India also because of its massive market which is extremely cash heavy. Currently there are no major restrictions or prohibitions to the fintech market although stricter norm are rumoured to be put in place soon. This gives every CA a unique opportunity as a man with the know-how. You can utilise the pre-existing knowledge of corporate laws, acquire fintech specific knowledge and make good money by helping out the burgeoning bandwagon of companies starting up in this space or looking to enter the Indian marketplace.Mergers and Acquisitions (M &A): ergers and acquisitions - the inorganic processes through which businesses attempt to achieve exponential growth, new market entries, vertical expansion and a lot more - have always been a special area of interest of lawyers, bankers and CAs. As the stakes involved are usually very high, this work pays extremely well. M&A has been a tough practice to break into where the big 5 have a stranglehold. However, in India the M&A industry is growing quite fast, with ever expanding and formalizing economy combined with the national push towards a digital India working its way with the startup culture. There is a lot more M&A work than ever. However, trained professionals are few. You have to understand that the startup boom of the last few years have created a new window of opportunity in the M&A market in India which never ever existed, and it seems that the window is growing bigger with the startup ecosystem maturing. There are fewer frivolous startups, but funding and acquiring activity is really frenetic. Apart from full acquisitions, acquihires are quite in vogue. As a CA, you are already likely to have quite a bit of knowledge on the subject matter. However, M&A are complicated processes that require a lot of legwork, and new practices are always evolving in this high speed high stakes market. Most of the big companies in the world, employ one of the Big Four alongside their legal firm to handle and oversee M&A. However, currently, a lot more than just fortune 500 companies have started to engage in M&A deals. In fact, M&A is quite hot right now in private companies' space, apart from mid-cap and small cap. Even SMEs are looking and M&A with technology companies leading the pack. Not all acquirers are comfortable with paying big firm fees. If you have a look at some of the most successful companies in the last decade, they have grown from small startups in somebody's basement to multinational conglomerates by always expanding. Even relatively smaller startups are always considering acquisitions and acquihires. As a CA, you have a clear opportunity to help yourself and your firm by learning as much as you can about M&A. Accountancy firms generate a lot of revenue through M&A.Import Export Laws : India's import and export processes are regulated under the Foreign Trade Act of 1992 and the EXIM (Export Import) Policy. These laws regulate both the processes while simultaneously categorising and classifying all the goods involved. As import-export dynamics dictate a significant part of the national finances, these laws are very judiciously implemented and enforced. Import-Export is one of the most profitable commercial avenues that exist in the world now. A lot of this money-making operation depends on the knowledge of the people that undertake them about trade barriers, taxation rules, customs regulations, et cetera. These laws are changed internationally on a regular basis depending on financial stability or diplomatic relationships. As a CA, if you are well-versed in import and export laws of the country and can make the effort to learn about others, you can find yourself a very good position as counsel to companies and organisations that are involved in this business.Startup Advisory : There is a lot of opportunity for this market to grow in coming years, and CAs who specialize in startup related work have a great demand in the market. At the lower end the work is very simple and competition is steep, but as one goes to the higher end of the market, work is sophisticated, competition is few and pay is good. Focusing solely on venture funded companies is probably a bad idea, though they can make excellent clients too. Those who are new in this area should start with sustainable but small startups working hard to claw their way up the value chain. Long term bets are likely to pay off better at this point of time in the startup market. Also, noticing new and important trends are important. At the moment, machine learning, blockchain and AR/VR are the major trends in the startup world. The next trend could be adaptive security architectures, or voice command solutions. There are many possibilities, but a startup advisor has to identify trends early so that they can be at the right place and the right time.Risk Management Professional ( CRO) : Organisations with a dynamic business environment require a professional with expertise to map the risks and lay out strategies to manage risk. A CA with a risk management certification gets an edge since he has the knowhow to better handle emerging situations and isolate risk factors and handle the outcomes in a better and planned manner

Magento to Shopify migrationPrepare migrationStep 1: Start an account on Shopify PlatformVisit Shopify, use the signup form to create an account. Shopify offers a free trial, so you can get your feet wet before you make a commitment. You'll want to familiarise yourself with Shopify apps, menus, collections and page templates before you start doing business in your new store. Do not hesitate to rely on their excellent customer support team who throughout this cycle will be your best friendsStep 2: Back up your Magento storeThis is very significant, in case your migration doesn't go as planned for the first time, you're going to want to keep a full backup of your Magento shop. It's important to make sure that any custom details are stored along with the standard information, so take your time to do this. You may choose to use a partner to help you make the transfer, but don’t rely on a third party to get the backup perfect. To perform your own up follow these stepsStep 1: Login Magento Administration PanelStep 2: Go to System menu -> Tools -> BackupsStep 3: Create Database BackupStep 4: Download the Backup to your computerPerforming migration with LitExtensionStep1: Create A LitExtension AccountRegister an account or Sign In on the LitExtension site. You also can log in easily by your existing Google or Facebook account.Step2: Create A New Migration2.1. Enter Magento Store InformationOn the Migration Page, click Create New Migration at the top right button on the screen. Select Source Cart Type and provide the source store’s URL into the blank bar.Then click LitExtension Connector to download the connector, extract the zip file and upload connector to Source Store’s root folder.Right here, the Connector Installation will be automatically checked and informed on the screen without manual checking.2.2. Enter Shopify Store InformationSelect Target Cart Type and provide the source store’s URL into the blank bar. Follow the brief instruction to get your API info and fill them in the form.Step 3: Select Entities You Want To MigrateChoose entities you want to migrate. You can select either all of them together or certain data. For example, only Products, Customers and Orders.Litextension also provides Additional Options here to extend your migration possibilities. Languages, Order Status and Customer Group will be matched together to be displayed correspondingly in the new store.Step 4: Perform Migration from Magento to ShopifyYou can try the demo first to test the results or run full migration immediately.Check the results after migrationMake sure that everything in your new store is running. Even if you have been smoothly and error-free through the migration process, you still need to conduct a post-migration audit. Take the time to check for possible issues in your new store. Make sure the domain name is active and the navigation links are working correctly. Then go to the frontend to see if the items are available in the catalogs, and the on-site search is working. When done, go through the menu, header, footer, and in-page links. To finalize the latest Shopify Store Check, make a test purchase to see if everything is working properly, do this a couple of times to be sure.Restyle your new websiteNow the next move is to give your store a fresh new look. Your new store will not look the same as your old one. Whether you are using a premade theme or creating something from scratch, the complexity of moving platforms means making front-end changes along with back-end ones. The good news is with how much e-commerce has changed over the last few years, your store is likely to be out of date for a new look. It's a perfect time to raise the brand by giving it the theme it deserves. There are hundreds of awesome Shopify themes to choose from, it’s included 10 free themes and paid themes.Paying attention: When you've got your new theme, make sure your content fits in well and looks consistent from product to product, and page to page. It's well worth the time to double-check everything on your web, as first impressions always count.Switch your domainNow we are getting to the final migration phase!Here are the three most prevailing situations you might face after completing a migration:You have both stores hosted by the same provider, under the same domain. Yet, your target store is in the subdirectory.Both of your stores are hosted by the same provider, yet each of them has a different domain name.You have source and target stores hosted by different providers, under different domain namesPlease check this document to find the step-by-step instruction to switch domain to your new store in each case.You should chat with LitExtension team to get further informationgood luck!