How To
Set-up and Master Changes
CCH Working Paper Management
This section covers the initial configuration and setting up your working papers at the master level.
- Task Permissions: CCH Working Paper Management
- Permissions must be activated with Working Papers and CCH Document Management
- Indexing Pack and Sections
- 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.
- Roles
- Viewing Roles, Employee Categories and Responsibility Types
- Accessing CCH Working Paper Management
- CCH Working Paper Management is accessed at the client level through CCH Accounts Production and is fully integrated into the statutory database tree.
- Template Creation
- To create your own practice working paper templates , navigate to File > Maintenance > Working Papers > Templates
- Working Papers Designer
- To configure the pack at the master level for working papers in the Working Papers Designer.
- Changing the required sign-off role for a specific paper
- You can change the sign-off roles required for specific papers within the master pack
- Changing the sign-off role at a master pack level
- To change the sign-off roles for working papers at a master pack level, select Sign Off Levels on the ribbon within File > Maintenance > Working Papers > Working Papers Designer
- Create a Working Papers Practice Pack
- File > Maintenance > Accounts > Master Pack
- Homepage for Working Papers
- Use the working paper management Homepage to communicate with preparers, reviewers, partner reviewers and access the client from one screen.
- Master Pack Versioning
- Changes can't be made to any master packs shipped by CCH
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.