CCH Accounts Production: Academy Accounts Formats Training

Overview

This online or onsite training gives a good understanding of how to use the UK Academy formats within CCH Accounts Production.

This training course provides training on how to produce UK Academy Accounts.

This course is structured so as to give delegates a good understanding of how to use the Academy formats within CCH Accounts Production.

Course Duration: This is an interactive course designed to run online or onsite for: New users of CCH Central and CCH Accounts Production Two sessions; existing users of CCH Central and CCH Accounts Production single session. Each session will last up to 3 hours.

Key Objectives

To check the set-up and configuration includes options for academy accounts.
To provide delegates with an understanding of setting up an academy client and accounting period
To provide delegates with an understanding of the nominal ledger structure; importing financial data and posting journals
To provide delegates with an understanding of how to enter information into the statutory database
To provide delegates with the process of producing the financial statements and notes.

Course Contents

Introductions

For new users - overview, setting for CCH Central relevant to CCH Accounts Production
Linking addresses and associations from CCH Central
Check the set-up and configuration of CCH Accounts Production for academy formats
Create initial accounting period
Review the nominal ledger structure
Input financial data entry:
- Importing financial data (trial balance)
- Using journals
Review data entry
Entries within the Officers screen

Introduction to Statutory database
Navigation within the statutory database
Data entry within the statutory database
Review collections, pages and notes
Introduction to formats on pages and notes
Navigation within formats and notes to Statutory database and Named ranges
Print financial statements
Year-end process
Q&A, Further information, Wolters Kluwer Support Portal
Summary of session

Pre-requisites

Attendees should adhere to the Training session Guidelines.

Who is this course designed for?

New and existing users of CCH Central and CCH Accounts Production.
It is aimed at all users of CCH Accounts Production and who are involved with the production of academy accounts.

Note:

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