Accessing CCH Working Paper Management

CCH Working Paper Management is accessed at the client level through CCH Accounts Production and is fully integrated into the statutory database tree.

Open an Accounting Period as normal - If you haven’t already activated Working Papers for that client for that accounting period, you will be prompted to activate them at this point
To view the working papers select the Statutory Database
You will notice you now have a menu at the top to view everything within the tree, just the disclosures or just the working papers
To expand or collapse the view, right click over the statutory database tree and select the relevant option

Related documents

Quick Start Guide

The document provides an overview of CCH Working Paper Management, a module integrated with CCH Accounts Production that facilitates the organization and management of working papers linked to financial statements. Key features include customizable templates, review functionalities, and centralized storage, which enhance workflow consistency and transparency across accounting practices. The module is equipped with restrictions related to specific master packs and user permissions. Overall, it aims to streamline accounting processes, improve collaboration, and maintain document integrity within the CCH software environment.

Homepage

This document provides a step-by-step guide on setting up the homepage for CCH Working Paper Management. It covers selecting a view, customizing the layout using the Toolbox, resizing components, accessing hidden columns, and applying filters. Additionally, it explains how to add tabs for notes, links, and sign-offs, and concludes by instructing users to save their changes and rename the homepage.

CCH Working Paper Management - Known Issues

The document outlines known issues related to CCH Working Paper Management as of June 2022. It details specific problems, such as PDF preview failures, tree node collapses during reviews, and errors with the statutory database. Workarounds are provided for some issues, while others are marked "TBC" (to be confirmed). It encourages users to join the CCH Central 'Group' on the Support Portal for updates on management tools and issues.

CCH Working Papers 2020.3 Hotfix: Release Notes

The document presents the release notes for CCH Working Papers 2020.3 Hotfix by Wolters Kluwer (UK) Limited. It emphasizes the importance of consulting the latest release notes for updates. The document includes a legal disclaimer stating that the information provided is for informational purposes only, and Wolters Kluwer is not liable for any inaccuracies. It also notes that all content is confidential and proprietary. Trademark information for various software is mentioned, along with a copyright statement prohibiting unauthorized reproduction or distribution of the release notes.

CCH Working Papers 2024.2 Hotfix: Release Notes

The document contains release notes for CCH Working Papers 2024.2 by Wolters Kluwer (UK) Limited, emphasizing the effort to ensure accuracy and completeness. It includes a disclaimer noting that the information is subject to change and should not be relied upon as a detailed software specification. The content is confidential and protected by copyright. Trademark rights are acknowledged for various software products. The document serves informational purposes and outlines the company's legal position regarding liability and intellectual property.