CCH Working Paper Management within CCH Accounts Production

Overview

This online single session covers set-up and training for end users.

This first part of the session will focus on the set-up and configuration of CCH Working Paper Management therefore advanced users/decision makers will need to attend this, followed by training for the end users.

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

Key Objectives

To set-up CCH Working Paper management at the master level linking within CCH Accounts Production.
To integrate CCH Working Paper Management with CCH Document Management.
To enable delegates to enter data into Working Papers at the client level with CCH Accounts Production.

Course Contents

Part 1 - Set-up and configuration
Task permissions
- CCH Working Papers, Accounts Production, Document Management
Choice of Indexing Pack
Configuration of Sections
Set-up of Roles
- Employee categories vs Responsibility types
Creation and editing of Templates
Master pack configuration
- Master pack versioning
- Create a working papers practice pack
- Configure the practice pack for working papers
- Adding folders
- Adding papers to folders
- Resequencing Papers
- Changing the sign-off roles

Part 2 - End User Training

Ribbon
Adding working papers on a client level
Renaming papers
Deleting Papers
Resequencing papers
Formulae on the face of the lead schedule
Editing the working paper in Excel & Word
General comments box
Working Papers Panel
Sticky Notes
Links
Sign off
Summary panel
Sign-off roles configuration
Printing
Resyncing
Further Information, Wolters Kluwer Support Portal

Pre-requisites

Attendees should complete the eLearning course 'CCH Working Paper Management' courses. In preparation for this session attendees should adhere to the Training session Guidelines.

Who is this course designed for?

Available for new and existing users of CCH Central and CCH Accounts Production who wish to use CCH Working Paper Management.
This first part of the session will focus on the set-up and configuration of CCH Working Paper Management therefore advanced users/decision makers will need to attend this, followed by training for the end users.

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