How To
Roles
CCH Working Paper Management
Viewing Roles, Employee Categories and Responsibility Types
Viewing Roles
To view the roles for CCH Working Paper Management, navigate to File > Maintenance > Working Papers > Roles
- The colour for each role can be changed by double clicking on the row
Assigning roles to employees
There are 2 ways off assigning working paper roles to practice employees, depending on how you work within your practice.
- Employee categories
- Responsibilities
If you use Responsibility Types on your clients this will take precedence over any settings you may have within Employee Categories
Employee Categories
- In File > Maintenance > Employee > Employee Categories there is a new column for the Working Papers Role
- You can map your practice categories to the working paper roles using the drop down on this column
- This will set the role for that employee category across every client
Responsibility Types
- Responsibility type comes from the team setup within the client record (on the responsibility tab)
- To assign a working papers role to a responsibility type, navigate to File > Maintenance > Internal > Responsibility Types
- Use the drop down menu under Working Papers Role to map your responsibility type
- If you use responsibility type on a particular client, the working paper role here will take precedence over the settings under employee categories
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.