startCCH Accounts Production Corporate: Practitioner (10134645/10134660)
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CCH Accounts Production Corporate: Practitioner (10134645/10134660)

CCH Accounts ProductionTraining and Consultancy
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Technical Services

    Pre-requisites

    • A good understanding of your processes and policies in respect of the production of your statutory accounts. 
    • Access to CCH Central (On premise or Hosted) and MS Excel 
    • Access to data to be brought into CCH Central / CCH Accounts production 
    • Completion of client and contact creation spreadsheet, discussed with consultant
    • Completion of any mapping files required during the sessions 

    Who is this course designed for?

    • New users with any accounts production software experience. 

    Objectives

    • To deliver a smooth and efficient transition from your current systems to CCH Central, CCH Accounts Production, and iXBRL.
    • To equip you with sufficient knowledge to make informed decisions regarding software setup options.
    • To provide a clear understanding of the CCH Central database structure, including how clients, contacts, and related records connect with CCH Accounts Production.
    • To support the upload, mapping and validation of financial data, required for accurate reporting within Accounts Production.
    • To explain how formulas within CCH Accounts Production operate and how they affect the output of the financial statements.
    • To clarify available options within CCH iXBRL for tagging, covering both tagged accounts for HMRC and Companies House filing. 

    Course Duration: This service will require 4 sessions to complete, each lasting up to 3 hours. If delivered on site 2 sessions will be delviered each day across 2 days.  

    Course Contents

    Across these 4 sessions you will cover the topics below: 

    CCH Central setup and checks  

    • Configuration and database name 
    • Access and licencing, including credentials for online filing 
    • Overview of your business structure, team, entities, and current production of financial statements 
    • Setting up users and applying security groups and permissions 
    • The process of importing / creating clients and contacts, client and data security 
    • Adding / maintaining addresses 
    • Homepages  

    CCH Accounts Production Setup – Master level  

    • Overview of CCH Accounts Production, including the nominal coding structure and ranges for the chosen entity 
    • Upload the mapping file, created by yourselves prior to this session
    • Review relevant master settings in the Accounts Production maintenance area  

    CCH Accounts Production Setup – Client level  

    • Creation and maintenance of accounting period for the chosen entity
    • Linking addresses and associations / officers  

    Test mapping and review imported data for the initial chosen entity  

    • Reconciliation process for imported data, including: 
    • Requirement for additional nominal codes, client / master 
    • Process for changes required to mapping, client / master 
    • Rounding settings 
    • Process for reclassifications of summarised imported figures e.g. tangible asset movements  

    Functionality / options  

    • Use of Statutory database for entity specific settings and accounts disclosures, customisation of paragraphs 
    • Use of Financial Statements for previewing financial statements, drill down, navigation and lookup options 
    • Use of exception report for certain checks and data entry 
    • Advisor journals vs Journals for prior year adjustments   

    Review to identify potential structural changes to pages / note (formats)  

    The actual changes will depend upon the complexity; we aim to enable you to make changes and maintain the formats going forward.   

    • Impact of making such changes client / master 
    • Understanding construction/operation of formats e.g.  
    • Control page, tabs within a format 
    • Print areas / print conditions  
    • Further options when Draft activated 
    • iXBRL tags 
    • Styles 
    • Maintenance required when changes are introduced - client / master  

    Reports in addition to financial statements  

    • Trial balance, Nominal ledger  

    Options for running the year-end  

    • Finalise and year end 

    Launching CCH iXBRL Review and Tag (R&T)  

    • Launch from within Accounts Production / Central 
    • R&T checks, clearing errors, if any 
    • Filing with companies House and Companies House filing reports  

    Consultancy Outcomes

    After each session your Accounts Production consultant will provide you with meeting notes, and detail any tasks that are required to be complete ahead of the next sessions, the scheduling of these sessions will be done to ensure adequate time is planned for completion of these tasks.

    Useful Resources

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