How To
Adding papers to folders
CCH Working Paper Management
- To add a financial statement, navigate to the working papers designer File > Maintenance > Working Papers > Working Papers Designer and select Financial Statements against Standard Papers
- From the Collection list you can view either Full Accounts, Management Accounts or Lead Schedules
- All the formats that appear in these lists come from CCH Accounts Production based on the entity you’ve chosen
- Make sure the folder you wish to add to is selected, tick the relevant formats to add and click Import
- You can only import working papers into the dedicated working papers folders
- Multiple formats can be added at the same time
- Once the working paper has been added it will be given a reference number for that section
- The paper can be moved around within the section by dragging and dropping in the required location (the reference will automatically be updated)
MS Word/MS Excel Templates
- MS Word or MS Excel templates can be added in the same way by selecting Templates from the Standard Papers section
- Please see the earlier section on Template Creation for instructions on how to setup Word or Excel templates
- relevant statutory database section where you want the folder to be inserted and click Add
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.