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CCH Software User Documentation

CCH Accounts Production: Formatting Training




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


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



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