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CCH Software User Documentation

CCH Accounts Production: Specialised Formats training (10091219)

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This course is bespoke to cover training on our specialised formats not covered in any other course.

Overview

This course is bespoke to cover training on our specialised formats not covered in any other course.  This may be a session focused on for example: Accounts for Limited Liability Partnerships; Farm accounts for Sole traders , Partnerships and/or Limited Companies; Accounts for Medical Partnerships.  The precise contents will be agreed before the training session.

Course Duration: This single online session will last up to 3 hours.

Key Objectives

  • To provide delegates with an understanding of setting up the appropriate entity and accounting period
  • To provide delegates with an understanding of the nominal ledger structure; importing financial data and posting the different types of journals
  • To provide users with an understanding of how to analyse financial and enter non-financial data in the accounts through the statutory database

Course Contents

  • Introductions
  • Overview of the chosen entity (LLP, Farm, Medical)
  • Create the initial accounting period for the chosen entity 
  • Overview of the nominal ledger structure
  • Preparing data for import
  • Uploading trial balance(s) 
  • Review and process to reconcile the financial statements
  • Linking Associations / Addresses from Central
  • Entering notes
  • Final review
  • Finalise and year-end processes
  • Summary of session

Pre-requisites

A mapping file should have been created and uploaded prior to the course.

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central.

Who is this course designed for?

Experienced users of CCH Accounts Production who are involved with the production of LLP, farm or medical accounts. 

Note: To gain the most benefit from the course actual client data should be used

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
  • Customer Onboarding Glossary - Our terminology explained for customers