startBasic setup of Workflows
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Basic setup of Workflows

CCH Workflow
Last update: Reading time 2 minutes
Workflow

    There are six aspects to consider when using a workflow for the first time:

    1. Choosing a template
    2. Starting a workflow
    3. Setting up the homepage
    4. Progressing workflows
    5. Workflow reporting
    6. Completed workflows

    1. Choosing a template

    There are a number of workflow templates built into CCH Central, including our "Catalogue" of compliance and non-compliance workflows. These catalogue workflows are listed below, and you can click on the link to view the description, diagrams and information on how to implement each workflow.

    Compliance workflows

    _CCH_Accounts

    _CCH Accounts_and_CT

    _CCH Corporation Tax Return

    _CCH Personal Tax Return

    _CCH_VAT_Return

    _CCH Payroll

    Non-compliance workflows

    _CCH Client_Onboarding

    _CCH_AML

    _CCH_Bill_Delivery

    _CCH_Statement_Delivery

    _CCH_Credit_Control

    _CCH_Credit_Control_DM


    Note: See our CCH Workflow Essentials learning course and our 'CCH Workflow course', which cover the topics below.

    2. Starting a workflow

    To start a workflow, it will need to be attached to a client, either directly or via a tax return, set of accounts, job, bill or document.

     'CCH Workflow course', shows how to start a Workflow in the case of Accounts Production, and Tax Return workflows.

    3. Setting up the homepage

    Generally, workflows are progressed and reported on by using the Central homepages (although there are alternative places this can be done).

     'CCH Workflow course', describes how to setup a user's homepage.

    4. Progressing workflows

    Workflows can be progressed from the homepage, using either the workflow or tasks control, or within a tax return, job or set of accounts.

    5. Workflow reporting

    The homepages are the key to reporting on the progress of workflows in your system. As well as monitoring each process, you can see totals and charts which give you an overview of the current position.

     'CCH Workflow course', shows how to use the homepage controls for your reporting requirements.

    6. Completed workflows

    Once a workflow has been completed, it will be removed from the homepage view.

     'CCH Workflow course', shows how you can include completed workflows in your reporting if required.

    Related documents

    CCH Workflow 2025.3: Release Notes
    The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
    VAT Workflow : Quick Start Guide
    This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
    Progressing the tasks
    This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
    Progressing workflows
    This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
    Introduction to the Workflow homepage control
    The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.