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Layout

Views

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Click on Views to list the different layouts available for the main grid (where the Accounts are shown):

Normal View: shows the accounts in the standard view:

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Extended view: shows the accounts in dual screen view, with the second screen showing a key to which tags are applied, when Show Tags button is on.

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Dual year view: shows this year and a template, e.g. last year’s accounts side by side when a template is loaded. This is used for converted document (Word and Excel). Conversion licence is required.

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Edit Document view: provides the ability to edit the loaded accounts in a word processing mode. This should only be used in exceptional circumstances. Any required changes will normally be made in CCH Accounts Production then the final version of the accounts relaunched from within CCH AP.

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Show Tags 

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  • Click on it to display the name of the tags when the normal view is displayed. Click on it to on/off.
  • To visualise the tags on a second screen, choose the Extended View when Show Tags is on.

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Tag Properties 

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  • Click on it to display Tag properties grid beneath the Taxonomy on the right of the screen. Click on it to on/off.

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Related documents

CCH iXBRL Review & Tag: Training for Accounts conversion from MS Word and Excel (10133768)
This document outlines a training course for converting statutory accounts from Word and Excel into iXBRL format using CCH iXBRL Review & Tag. The course, lasting up to 3 hours, targets users needing to tag accounts for submission to HMRC and Companies House. Key objectives include understanding iXBRL requirements, importing documents, applying tags, and the submission process. Prerequisites include familiarity with accounts and having credentials for HMRC and Companies House. Additional resources such as eLearning courses and webinars are also provided for further learning.
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The document outlines the features of a software interface with two main tabs: "CCH iXBRL Review and Tag" and "Companies House Submission." The first tab provides product version details and access to review and tagging settings, which are further explained in a linked system administrator guide. The second tab includes functionalities related to the Companies House licensed module, with an option to update the license if it has expired. Visual elements include images depicting the interface for clarity.
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