Uploading the Accounts
Get up and running with CCH iXBRL Review & Tag as quickly and efficiently as possible
Last update: CCH IXBRL Review And Tag
Uploading the Accounts for the first year
This document outlines the process for uploading accounts for the first year using CCH iXBRL Review & Tag. It details the steps to load documents from Word or Excel, including dialogues for entering options, period, currency, and tagging dimensions. The guide also addresses error tagging, how to resolve issues indicated in the Exception Report, and involves dragging tags onto the account entries. Additionally, it notes that the CCH iXBRL Review & Tag conversion requires a separate license from the CCH Accounts Production license.
CCH IXBRL Review And Tag
Uploading the Accounts for future years
This document outlines the process for uploading financial documents with enhanced tagging capabilities. Users can upload a template from the previous year to streamline tagging for the current year's accounts. Instructions detail how to load documents, configure settings, and apply text tagging by comparing current and previous year views side by side. It includes steps for running tag allocation, identifying and correcting errors, and finalizing the tagging process. Visual aids are provided to assist users through each stage, ensuring efficient data tagging and error resolution.