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Learn about the menu options within CCH Working Paper Management.
Last update: CCH Working Paper Management
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.
CCH Working Paper Management
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
Working Papers Designer
This document outlines the steps to configure a master-level pack for working papers using the Working Papers Designer. It instructs users to navigate to the appropriate menu path, select the desired entity, and choose the newly created master pack for setup. Visual aids are included to assist in the process.
CCH Working Paper Management
Working Papers Panel
The document outlines the features of a review panel located on the right side of the screen for working papers. It includes tools such as Sticky Notes, Links, and Sign-Off options. Users can hide the panel automatically by clicking a pin icon located in the top right corner.
CCH Working Paper Management
What is Working Paper Management?
CCH Working Paper Management is a module integrated within CCH Accounts Production, designed to streamline the management, storage, and access of client working papers in a paperless format. Key features include customizable working papers, review points attached to account figures, and consolidated storage to eliminate version control issues. Benefits include standardized formats, improved transparency and oversight, and reduced redundancy in client information requests. The platform supports various entities, ensuring tailored solutions for different accounting needs.
CCH Working Paper Management
Using Working Papers within CCH Accounts Production
This document outlines various functional topics related to the CCH Working Paper Management system. Key areas include adding and deleting folders and working papers at both client and master pack levels, editing documents in Excel and Word, and configuring folder structures. Additional topics cover printing, renaming and resequencing papers, sign-off roles, and utilizing features like sticky notes and summary panels for effective management of working papers.
CCH Working Paper Management
Template Creation
This document provides instructions for creating and managing working paper templates in a practice setting, specifically using Microsoft Word and Excel. Users can create new templates through the software's File menu, import existing templates, and customize them by inserting merge fields. The steps to check these templates back into the system for further use are outlined, along with visual aids. Emphasis is placed on the need to check in templates after editing to ensure their availability for practice use.
CCH Working Paper Management
Task Permissions: CCH Working Paper Management
This document outlines how to activate permissions for CCH Working Papers and CCH Document Management. It specifies that task permissions can be found under "File > Maintenance > Security > Task Permissions," where users should select "Working Papers" from the product list and choose the appropriate security group. An accompanying image illustrates this process.
CCH Working Paper Management
Summary panel
The document outlines updates to a client's Accounts Production file, highlighting the addition of a working papers tab to the summary panel. Users can view all client notes, filter them, and access conversations through a dedicated button. There is functionality to double-click lines to navigate directly to corresponding working papers. The summary panel also displays links for each accounting period and includes sign-off information. A reminder is given to refresh the screen using an icon.
CCH Working Paper Management
Sticky Notes
The document explains how to use the sticky note feature in lead schedules and MS Excel worksheets. Users can add sticky notes by clicking the Note icon and selecting a figure on the working paper to comment on. Comments can be directed to specific individuals, and notifications will appear in relevant panels. Multiple notes can be added, and their visibility is distinguished by color based on the commenter’s role. This functionality is not available for Microsoft Word, PDFs, or images.
CCH Working Paper Management
Set-up and Master Changes
This document outlines the initial configuration and setup procedures for CCH Working Papers at the master level. Key topics include activating task permissions, selecting indexing packs, managing roles, accessing the working paper management system, creating templates, and employing the Working Papers Designer. It emphasizes the importance of managing sign-off roles for specific papers and master packs, as well as the limitations on modifying master packs provided by CCH. The document serves as a comprehensive guide for efficiently establishing and managing working papers within the system.
CCH Working Paper Management
Roles
This document provides instructions for managing roles within CCH Working Paper Management. It outlines how to view and assign roles to employees through two primary methods: Employee Categories and Responsibility Types. Key actions include navigating to specific maintenance paths to adjust roles and mapping employee categories to roles for uniformity across clients. It emphasizes that if Responsibility Types are employed, they will override Employee Categories settings for clients. The document also includes guidance on changing role colors and visual aids for better understanding.
CCH Working Paper Management
Prerequisites for CCH Working Paper Management
The document outlines the prerequisites and installation process for CCH Working Paper Management. Users need to have CCH Accounts Production and a license for CCH Working Paper Management. To install the software, one must run the Central Suite Installer (CSI), where it will be listed as a separate product.
CCH Working Paper Management
Master Pack Versioning
The document emphasizes that no changes can be made to master packs shipped by CCH. It also notes that the versioning of working papers master packs aligns with that of CCH Accounts Production master packs.
CCH Working Paper Management
Integration with CCH Document Management
This document outlines the integration of CCH Working Paper Management with CCH Document Management, emphasizing that all documents created within working papers are stored in the client's document store. Users with the full version of CCH Document Management will see these documents categorized as Working Papers in the document center. Additionally, users with a limited version have access to essential Microsoft Word and Excel plugins.
CCH Working Paper Management
Indexing Pack and Sections
The document outlines the necessary steps for selecting and modifying the Indexing Pack in the CCH Working Paper Management (WPM) system. It emphasizes that one-off indexing must be established before any changes to the practice pack or usage of WPM. Users are guided on how to view and change the default indexing pack, create new packs, and modify predefined sections. Additionally, it notes the one-to-one relationship between indexing packs and Accounts Production master packs.
CCH Working Paper Management
Homepage for Working Papers
The document describes the features and setup process of the Working Papers homepage, which allows users to manage their workflows efficiently by viewing notes, links, and sign-offs in one location. Users can customize the homepage by selecting and arranging various elements, revealing hidden columns, and saving settings for future access. Additionally, users can easily navigate to specific clients by double-clicking entries on the homepage.
CCH Working Paper Management
Getting Started Videos
This document provides an overview of "Getting Started" videos for CCH Working Paper Management, aimed at guiding users through the platform's fundamental features. It includes links to various instructional videos covering topics such as indexing configuration, roles, integration with other CCH products, and template creation. Additional videos address the use of working papers within CCH Accounts Production, including editing, sign-off roles, and managing files. Login is required to access the content.
CCH Working Paper Management
Document Security (for CCH Document Management Users)
The document provides instructions for setting up rights for working papers. It directs users to navigate to the security settings under "File > Maintenance > Security > Document Security". The default setting grants all users full access to the working papers document type.
CCH Working Paper Management
Create a Working Papers Practice Pack
The document provides a step-by-step guide on how to create an editable master pack based on the original version shipped by CCH. Users are instructed to navigate to File > Maintenance > Accounts > Master Pack, select the "Create" button, ensure the correct Type and Entity are selected, and then give the new master pack a relevant description before finalizing it. This process allows practitioners to modify the master pack as needed while retaining its original format.
CCH Working Paper Management
Changing the required sign-off role for a specific paper
The document outlines the process for changing sign-off roles for specific papers within a master pack in a working papers designer. Users can edit the desired working paper and modify the sign-off roles applicable to that individual paper, enabling tailored oversight for different documents. The instructions include visual references for clarity.
CCH Working Paper Management
Changing the sign-off role at a master pack level
The document provides instructions on changing sign-off roles for working papers at a master pack level within a specific software. Users are directed to select "Sign Off Levels" under the File menu, then to tick the boxes corresponding to the required sign-off levels for their practice. It's emphasized that this setting applies globally across all working papers for all clients.
CCH Working Paper Management
Adding working papers on a client level
This document provides a guide on managing folders and files within a statutory database for accounting clients. Users can open the relevant accounting period, add folders or papers, and choose from four methods for adding documents: from financial statements, templates, document management, or disk. The document also details the types of files that can be added, such as Excel, Word, PDFs, and image files, and includes instructions for the selection process. Additionally, multiple papers can be added simultaneously.
CCH Working Paper Management
Adding papers to folders
This document provides instructions for adding financial statements and templates to a working papers designer in a software application. Users are guided to access the designer via specific menus, select formats to import from predefined lists, and ensure they import into designated folders. It highlights that multiple formats can be added simultaneously and demonstrates how to move documents within sections. Additionally, it outlines the process for adding MS Word and MS Excel templates, with a reference to earlier sections for template creation guidelines.