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CCH IXBRL Review And Tag
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    Automation within CCH iXBRL Review & Tag

    Ribbon under automation - Automation functions.PNG

    Each option is explained below:

    Allocate tags

    Ribbon under automation - Allocate tags 1.PNG Allocate tags : carries out an auto tagging process, after which the document will close and reopen. The system will look at the paragraph tagging dictionary and suggest tags thatcan be applied to this set of accounts.

       When the Allocate tags is used the system will generate flags for review before the final step of Accept and clear review flags.

       The review flags are:

    •   Review flag green.pngGreen circle – 1 tagging suggestion has been found
    •  Review flag red.png Red circle – Multiple tagging suggestions have been found, click on the red circle to set a tag, select which to apply

     If you are converting a Word or Excel document into iXBRL, using the Allocate tags allows you to review any tag which is listed within Paragraph dictionary. This can save time when applying tags.

    1. Once the Accounts in Word or Excel are loaded, click on Allocate tags

    2. The System will return the review flag to any information that matches what is in the dictionary. Hoover over the review flag to check its description as below

    Ribbon under automation - Allocate tags.png

    3. To accept and clear the review flags click Accept and clear review flags.

    Allocate DPL (detailed profit and loss)

    Ribbon under automation - Allocate DPL tags.PNG Allocate DPL (detailed profit and loss) carries out an auto tagging process for the DPL, click here to check the steps to tag the DPL on the Accounts.

    Similarly to what was explained above, after clicking on Allocate DPL tags the system will generate flags for review before the final step of Accept and clear review flags.

       The review flags are:

    •   Review flag green.pngGreen circle – 1 tagging suggestion has been found
    •  Review flag red.png Red circle – Multiple tagging suggestions have been found, click on the red circle to set a tag, select which to apply

    Once the Allocate DPL runs the routine, it returns the following; to check the options suggested for the red flag, click on it and the choose the appropriate tag.

    Make sure the left box 'Apply tag select for the comparative period'.

    Ribbon under automation - Allocate DPL tags -review flag.PNG

    Accept and clear review flags

    Ribbon under automation - Accept and clear review flags.PNG  After review all the tags then click  Accept and clear review flag; the information will be highlighted as usual as below.

    Ribbon under automation - Accept and clear review flags after accepted.PNG

    Ribbon under automation - Accept and clear review flags after accepted 2.PNG

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