CCH Accounts Production: Formatting Training

Overview

This course provides training on previewing and printing the standard formats for the financial statements, and also how to create, edit and maintain the formats.

Course Duration: This course consists of two onsite or online sessions.Each session will last up to 3 hours.

Key Objectives

To appreciate the key principles behind the use of CCH Accounts Production
To understand the concept of master packs
To learn how to make changes at the master level versus making local changes and the pitfalls of local pages
To be able to launch iXBRL and apply tags to the detailed profit and loss account
How to minimise and maintain format changes

Course Contents

Session One

Session Two

Introductions
Master pack creation and publication
The master pack difference analyser
Overview of Financial Statements - Collection Grid and Ribbon
The Format Editor
Control page and tabs within a format
Print areas
Options available when Draft is activated, KT / DR / PB and right click options
Look up and navigation options within a format
- Name ranges
- Statutory data
- Compliance terms
- Word items
- Statutory range
Overview of formulae used within the formats – pages and notes
Styles applied within a format
Page set-up options, printing a page or note
Print conditions within a format
Summary of session

Questions from previous session
Adding and amending text on formats
Adding and amending nominal formulae on formats
Adding and amending statutory database formulae on formats
Adding and amending master paragraphs
Adding new pages and notes
Adding an image to a page
Exclude and include notes and pages
Print conditions for a page/note
Creating themes and styles
Online resources and Support Portal
Summary of session

Pre-requisites

Attendees should adhere to the Training session Guidelines.
All users should have a good understanding of CCH Central.
All users should have a good understanding of CCH Accounts Production.

Who is this course designed for?

New users of CCH Accounts Production who will be producing the final statutory accounts and editing them in accordance with the needs of the business
CCH Accounts Production champions
Advanced CCH users or users who have permission to amend formats within CCH Accounts Production
CCH users who wish to understand formulae used within CCH Accounts Production formats

Note: If you require a more tailored approach to your individual requirements then we would be happy to discuss your requirements. Please contact your Account Manager.

Useful Resources

eLearning courses - online courses that provide you with an overview and insight into our software
Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
Webinars - sessions for you to attend and learn from