How To
What is Working Paper Management?
CCH Working Paper Management
Explains what CCH Working Paper Management does.
Fully integrated into the statutory database tree within CCH Accounts Production, CCH Working Paper Management is a CCH Central module that delivers an easy, paperless way to manage, store and access the working papers for each of your clients. It provides a simple and effective way of keeping track of all source documents accountants need to keep as evidence when producing sets of accounts
Features
- CCH Working Paper Management offers the facility for users to create working papers from both templates and existing documents and also provides both completion and review facilities through the use of 'sticky note' and sign-off functionality.
- Working Papers can be customised at a master pack or client level
- Review points are attached directly to figures in the accounts and are easily displayed on the summary panel at the front of the client file within CCH Accounts Production
Benefits
- Working paper formats are standardised across the practice to ensure a consistent approach to all accounts jobs
- Both master packs and templates can be customised to suit the needs of your practice
- Working papers for a client are all stored in one place. The problem of having multiple versions of spreadsheets on your network or staff’s local drives is removed
- Review points are clearly displayed for managers/partners to view/sign off enabling them to quickly determine if there is any work outstanding on the client and view the overall status of the file
- There will no longer be multiple requests to clients for the same information
- Transparency will be improved within the team of where they’re up to with a job and any issues they may have
FAQs
Indexing Pack and Sections
- Can I edit the indexing pack and sections used within my practice once I’ve created and edited my own practice pack?
- The selection of the indexing pack and any amendments to the sections should be done before you start to make any amendments to the structure of the practice pack.
Master Packs
- In which entities can I use CCH Working Papers?
- Limited (FRS102)
- Limited (FRS105)
- Limited (IFRS)
- Unincorporated Sole traders and Partnerships including Farms but not a Medical entity
- Does this mean I can only create working papers practice packs for these entities?
- Yes.
Working Paper Activation
- If I choose not to activate working papers on an accounting period but then later change my mind, how do I retrospectively activate them?
- There is an icon on the ribbon of the AP Home screen to activate working papers
Working Paper Roles
- Which takes precedence? Employee category or client responsibility type?
- If your practice uses responsibility type on a client record, the role for working papers will always come from what is setup here initially
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.