Getting Started with CCH iFirm Accounts Production

Create a new accounting period in CCH iFirm Accounts Production via a migration routine in Central 

Find and open the client you would like to migrate to CCH iFirm Accounts Production in CCH Central. ( Note: the matster pack that can be migrated are unincorrprate. FRS102 and FRS105. )

1. Click on the CCH iFirm Accounts Production  in the ribbons. 
   

2. You will be presented with an Information box asking if you wish to migrate the client to iFirm Accounts Production.  Click Yes to continue.

   
   
   The status message will show you that the client is being exported.
   
   
   
   Once completed you will see an acknowledgement message, click OK, a further message will appear with the Migration status, click OK. 
   You are now ready to work on this client in CCH iFirm Accounts Production.

   Acknowledgement message:
   

   Migration status message:
   

   Note: Once the data has been migrated the accounting period in the on-premise client will be Finalised, you will see ticks in the Finalised box(es) and in the CCH iFirm box(es) for the periods migrated.  In addition, on your Accounts Production Home Page a blue star will indicate that the client's accounting data has been migrated to CCH iFirm.

Appendix

Setting up CCH iFirm Accounts Production users in Organisation Management

All employees who require access to CCH iFirm AML must first be invited by your Organisation's CCH iFirm admin user via organisation management using the same email address recorded against the employee record in CCH Central. If you require more information about how Organisation Management works in CCH iFirm, please click here above hyperlink.

Assuming you are already in the Home screen of CCH iFirm then Organisation Management can also be accessed from the [Manage my Organisation] button under My Services

The overview section in left hand panel should now be highlighted and either the existing Members box or Invites to new members can be selected. 

If following screen displays, click [Start Walkthrough]

Having selected a member, you can choose to Grant Access or Revoke Access to products

If a new member is being set up, their details will need to be entered and you will need to decide whether their role is Regular member or Administrator.  

Then select the [Product Access] button and mark which products they are being given access to. 

The [Invite Message] shows the message the new member will receive by email 

The products section will show the logged in user which products they are subscribed to.

Once a user is subscribed to CCH iFirm Accounts Production via organisation management, they also need to be given the correct access for CCH iFirm Accounts Production in CCH Central. 

Setting up users to access CCH iFirm Accounts Production in CCH Central

Enable CCH iFirm Accounts Production and Mirgraiton

irst you will have to login to CCH Central as a superuser

Navigate to File > Maintenance > Security > Task permissions. Here, choose CCH Accounts Production as the product and then chose a group that you would like to have access to CCH iFirm iFirm. Search 'iFirmAP' and tick both boxes for #Client#launchiFirmAP and #Client#MigrateiFirmAP and click 'OK'.