How To
Indexing Pack and Sections
CCH Working Paper Management
One off Indexing must be selected before any changes are made to the CCH Working Paper Management (WPM) practice pack, or anyone starts to use WPM.
Indexing
Selecting the standard indexing pack to be used throughout the practice
Before any changes are made to the working papers practice pack, or anyone starts to use CCH Working Paper Management, you MUST select or setup the Indexing Pack you wish to use for your practice.
To select / view the default indexing pack used within the practice navigate to File > Maintenance > Working Papers > Indexing Packs
- If you wish to change the default pack simply tick the required box in the Active column
- Only one indexing pack can be active
- If you wish to create a new indexing pack, select the Create button on the ribbon and then enter a name in the Create Working Papers Indexing Pack pop-up and click OK.
You will now have created an 'empty' indexing pack which can be defined from the Sections screen at the master level.
Sections
Viewing the predefined sections for the active indexing pack
To view the structure of the indexing pack selected go to File > Maintenance > Working Papers > Sections
Modifying the predefined sections for the active indexing pack
Any amendments to the sections should be made BEFORE you make any changes to the working papers practice pack.
- The Reference and/or Name can be changed.
- New sections can be added by clicking in the blank row at the top of the table.
Relationship of Indexing Packs with Master Packs
There is a one-to-one relationship between the indexing pack and the Accounts Production master pack.
Related documents
Quick Start Guide
The document provides an overview of CCH Working Paper Management, a module integrated with CCH Accounts Production that facilitates the organization and management of working papers linked to financial statements. Key features include customizable templates, review functionalities, and centralized storage, which enhance workflow consistency and transparency across accounting practices. The module is equipped with restrictions related to specific master packs and user permissions. Overall, it aims to streamline accounting processes, improve collaboration, and maintain document integrity within the CCH software environment.
Homepage
This document provides a step-by-step guide on setting up the homepage for CCH Working Paper Management. It covers selecting a view, customizing the layout using the Toolbox, resizing components, accessing hidden columns, and applying filters. Additionally, it explains how to add tabs for notes, links, and sign-offs, and concludes by instructing users to save their changes and rename the homepage.
CCH Working Paper Management - Known Issues
The document outlines known issues related to CCH Working Paper Management as of June 2022. It details specific problems, such as PDF preview failures, tree node collapses during reviews, and errors with the statutory database. Workarounds are provided for some issues, while others are marked "TBC" (to be confirmed). It encourages users to join the CCH Central 'Group' on the Support Portal for updates on management tools and issues.
CCH Working Papers 2020.3 Hotfix: Release Notes
The document presents the release notes for CCH Working Papers 2020.3 Hotfix by Wolters Kluwer (UK) Limited. It emphasizes the importance of consulting the latest release notes for updates. The document includes a legal disclaimer stating that the information provided is for informational purposes only, and Wolters Kluwer is not liable for any inaccuracies. It also notes that all content is confidential and proprietary. Trademark information for various software is mentioned, along with a copyright statement prohibiting unauthorized reproduction or distribution of the release notes.
CCH Working Papers 2024.2 Hotfix: Release Notes
The document contains release notes for CCH Working Papers 2024.2 by Wolters Kluwer (UK) Limited, emphasizing the effort to ensure accuracy and completeness. It includes a disclaimer noting that the information is subject to change and should not be relied upon as a detailed software specification. The content is confidential and protected by copyright. Trademark rights are acknowledged for various software products. The document serves informational purposes and outlines the company's legal position regarding liability and intellectual property.