CCH Working Paper Management
- What is it?
- Fully integrated into the statutory database tree within CCH Accounts Production, CCH Working Paper Management is a CCH Central module that delivers an easy, paperless way to manage, store and access the working papers for each of your clients. It provides a simple and effective way of keeping track of all source documents accountants need to keep as evidence when producing sets of accounts
- Quick Start
- There are two ways to get up to speed with CCH Working Paper Management, the Quick Start Guide and our Getting Started Videos (My Learning Portal.)
- Master Pack Configuration
- Adding Folders
- Adding papers to folders
- Changing the required sign-off role for a specific paper
- Changing the sign-off role at a master pack level
- Configure the practice pack for working papers
- Create a Working Papers Practice Pack
- Folder Configuration
- Master Packs Available
- Master Pack Versioning
- Resequencing Papers
- Integration with CCH Document Management
- All documents that are added or created within working papers are automatically saved into the document store for that client For those users who have the full version of CCH Document Management, these documents will appear in the document centre and will be given the document type of Working Paper For those users who don’t have the full version of Document Management, CCH Working Paper Management is shipped with a ‘light’ version of Document Management which includes the Microsoft Word & Excel plugins
- Usage In CCH Accounts Production
- Adding working papers on a client level
- Deleting Papers
- Editing the working paper in Excel and Word
- Formulae on the face of the lead schedule
- General comments box
- Links
- Printing
- Renaming papers
- Resequencing papers
- Resyncing
- Ribbon
- Sign-off roles configuration
- Sign off
- Sticky Notes
- Summary panel
- Working Papers Panel
- FAQs
- Frequently asked questions from practices already using CCH Working Paper Management