Overview

This course provides a practical introduction to accounts production within the software, designed to help new users get started quickly and confidently. The course guides delegates through the process of setting up an accounting period, importing a trial balance, using the statutory database and reviewing financial statements. 

Prerequisites

All delegates should have completed CCH Central essentials.

Objectives

To understand how to navigate CCH Accounts Production and produce a simple set of accounts, using a range of data entry methods and core features to support accurate and efficient accounts preparation. 

Course duration

This is a two part course, consisting of part 1 (2 hours) and part 2 (2 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

  • Creating an Accounting Period
  • Accounts Production navigation
  • Chart of Accounts
  • Importing the Trial Balance
  • Accounts disclosures (statutory database) settings
  • Officers
  • Previewing Financial Statements
  • Entering data into the accounts disclosures 
  • Custom paragraphs, notes, addresses and associations
  • Posting Advisor Journals

Who is this course designed for?

All employees within a practice who prepare statutory accounts. 

Useful Resources

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 2026.3 Hotfix: Release Notes
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Academies User Guide
The "Academies Master Pack" is designed for creating financial statements for UK academies, effective from September 2024. It aims to simplify the statutory accounts process while complying with regulations from the Academies Accounts Direction and FRS 102. The pack includes structured formats for disclosing various funds, comprehensive guidelines for managing academy-specific data, and features for handling multiple academies (MATs). Additional resources like templates and training courses are provided to support users. Importantly, it facilitates detailed financial disclosures while offering options to customize information as needed.