Overview

This course covers the chart of accounts, financial statement formats, formulae, and nominal mapping. Delegates will gain practical experience navigating the formatting area of the software and creating custom paragraphs. 

Prerequisites

All delegates should have completed CCH Central: essentials, CCH Accounts Production: essentials (part 1 and part 2) and CCH Accounts Production: enhanced courses. 

Objectives

To enable advanced users to build knowledge of formatting the financial statements in CCH Accounts Production, with a focus on understanding formulae and creating customised paragraphs. 

Course duration

3 hours

Cloudshare: This course will be delivered using an interactive hosted training environment called CloudShare.
CloudShare provides a standardised virtual training environment for each attendee, enabling hands on interaction during the training session. You will receive a comprehensive set of instructions and recommendations prior to the training.

Course contents

  • Chart of Accounts - nominal codes, name ranges, local vs master codes 
  • Creating nominal mappings. 
  • How to use formulae within paragraphs 
  • Styles 
  • Keep Together, Data Regulate, Page Break 
  • Statutory Ranges 
  • Word items 
  • Compliance terms 
  • Statutory Database references 
  • Overview of formulae 
  • Financial Statements screen ribbon / formatting menu 

Who is this course designed for?

This course is designed for delegates who wish to develop skills in formatting pages and notes within the financial statements and require an understanding of the formulae used in CCH Accounts Production. 

Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from
  • Customer Onboarding Glossary - Our terminology explained for customers

Related documents

CCH Accounts Production/iXBRL essentials training online (10133804)/(10133819)
This document outlines a course on using CCH Accounts Production software, aimed at helping new users efficiently produce statutory accounts. The course includes 1 x 2 hour session and 1 x 3 hour session focusing on practical skills such as setting up accounting periods, importing trial balances, and navigating the software. It is designed for all employees involved in preparing statutory accounts. Training is conducted in an interactive environment called CloudShare, with additional resources available online for further learning and support.
CCH Accounts Production: essentials training online (10133819)
This document outlines a course on using CCH Accounts Production software, aimed at helping new users efficiently produce statutory accounts. The course includes two 2-hour sessions focusing on practical skills such as setting up accounting periods, importing trial balances, and navigating the software. It is designed for all employees involved in preparing statutory accounts. Training is conducted in an interactive environment called CloudShare, with additional resources available online for further learning and support.
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