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Company and KPI's feature
This document provides a video tutorial that instructs viewers on how to work with Key Performance Indicators (KPIs). The video aims to help individuals understand the importance of KPIs in measuring performance and achieving business goals.
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CCH IXBRL Review And Tag
View
The document outlines the features of a software interface with two main tabs: "CCH iXBRL Review and Tag" and "Companies House Submission." The first tab provides product version details and access to review and tagging settings, which are further explained in a linked system administrator guide. The second tab includes functionalities related to the Companies House licensed module, with an option to update the license if it has expired. Visual elements include images depicting the interface for clarity.
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CCH IXBRL Review And Tag
File
The document outlines functionalities related to file management in a software application. Key features include options to load files (including XML, Word, or Excel), save current documents, save documents under new names or locations, close open files, and access a list of recently worked files. These options enhance user efficiency and facilitate document organization.
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CCH IXBRL Review And Tag
Exception Report
The Exception Report highlights errors and omissions in documents or data tags that may affect the validity of iXBRL files for submission to HMRC or Companies House. It features tabs for General XBRL errors, HMRC errors, Companies House errors, and additional information. Users can add notes and track layout changes, view unused template tags, and find warnings for Companies House submissions. The report serves as a critical tool for ensuring compliance and accuracy in financial reporting.
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CCH IXBRL Review And Tag
Document
This document provides a comprehensive overview of the features and functionalities related to the "Document Information" section in CCH Accounts Production. It details how information is generated for XML files, including greyed-out elements, jurisdiction, taxonomy selection, and other relevant organisation and entity details. Additionally, it discusses the integration with HMRC and Companies House, outlining requirements for document submission, as well as the management of additional data tags. The document also highlights report generation, consistency checks, and the importance of reviewing tagging accuracy.
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CCH Company Secretarial
Accessing CCH Company Secretarial
This document provides guidance on accessing the CCH Company Secretarial cloud solution. Users can access it via a web browser at a specified URL or directly through CCH Central. Instructions for creating a trial account are included, along with steps for logging in for existing users. The document also explains the homepage features, including the Action Station for tasks and upcoming deadlines, as well as options for filtering and managing filing deadlines within the application.
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CCH Workflow
​Workflow Launcher
The document outlines the functionality of the Workflow Launcher, allowing users to initiate different workflows within an ongoing workflow. It provides steps to configure the launcher, including workflow selection and error handling. Validation rules for launching specific workflows based on client data are detailed. Additionally, it describes notifications users will receive if a launched workflow fails to complete or if it has already been initiated for a client. Images illustrate the process and errors encountered during workflow launches.
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CCH IXBRL Review And Tag
Taxonomy
The document outlines the concept of taxonomy as a collection of tags utilized in financial reporting, particularly by the Financial Reporting Council (FRC). It explains the types of tags (text, numeric, date, percentage, enumerated, fixed, boolean, and share tags) used for categorizing accounting data. Various tag properties are described, along with features like date context and dimensions for detailed analysis. The document also highlights implemented taxonomies for 2022, including details on new additions and cross-references within the taxonomy structure for user navigation.
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CCH IXBRL Review And Tag
Tasks menu : Ribbon bar
This document outlines the functions available under the 'Tasks' menu, featuring options such as File, Document, Layout, Export iXBRL, Submissions, and View. Each function includes links to further details, providing users with access to comprehensive guidance for utilizing these features in the CCH iXBRL Review and Tag software. An accompanying image is included to enhance understanding of the menu interface.
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CCH IXBRL Review And Tag
Submissions
The document discusses various submission options related to financial accounts in the UK. Key points include the ability to submit accounts directly to Companies House, accessing a submissions database via the CCH iXBRL Review & Tag module, and conducting HMRC test submissions to validate accounts through a test gateway, which will trigger error alerts if validation fails.
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CCH IXBRL Review And Tag
Screen overview
The CCH iXBRL Review and Tag screen features two ribbons under the "Tasks" and "Automation" menus, each catering to specific functionalities for reviewing tagged accounts and applying tags. The interface is organized into several resizable grids, allowing users to adjust their layout. Users can also float grids by double-clicking them for easier access and pin them back to the screen as needed.
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CCH IXBRL Review And Tag
Launching from the Desktop
This document describes how users without CCH Central can access the CCH iXBRL Review & Tag tool via desktop. To launch the application, users must click on the designated orange circle icon on their desktop, which opens the iXBRL Review and Tag interface. It also highlights the ability to load XML files or Word/Excel documents for iXBRL conversion if the user's license allows it.
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CCH IXBRL Review And Tag
Layout
This document outlines various layout views available for displaying accounts in a grid format. The views include Normal, Extended, Dual Year, and Edit Document views, each serving unique functions such as showing tags, side-by-side comparison, or editing capabilities. It details the functionality of the "Show Tags" feature, which can be toggled on/off, and the Tag Properties option for additional display options. Visual aids are included to support understanding of the different perspectives for users navigating the account layouts.
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CCH IXBRL Review And Tag
Launching from CCH Accounts Production
The document outlines the steps for generating and submitting an iXBRL file from CCH Accounts Production. It includes accessing the client's screen, selecting the appropriate financial statements, launching the iXBRL Review & Tag feature, and saving the auto-generated XML file. Notably, the file names help identify the account type, such as including "Members" for Financial Statements for Members. The document also mentions a specific review process after the XML file generation.
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CCH IXBRL Review And Tag
Launching from CCH Central
This document provides a step-by-step guide on accessing the iXBRL Review Tag feature from the CCH Central screen. It highlights the initial action of selecting "File > Accounts > iXBRL Review Tag" and explains how to open an XML file saved earlier via the Review & Tag panel. Additionally, it notes that Word or Excel documents can be loaded if the iXBRL conversion license is included. The document includes visual aids for clarity.
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CCH IXBRL Review And Tag
Export iXBRL
The document outlines the functionalities related to exporting iXBRL files. It describes three options: creating an iXBRL submission file for third-party Corporation Tax programs for HMRC, attaching tagged accounts to CCH Corporation Tax, and generating a review file for in-browser viewing, which is not meant for submission. Each option serves specific purposes related to tax submissions and reviews.
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CCH IXBRL Review And Tag
Automation
This document outlines the automation features in CCH iXBRL Review & Tag, detailing the processes for allocating tags and detailed profit and loss (DPL) tags. The "Allocate tags" function auto-suggests tags based on a paragraph dictionary, presenting review flags for suggested tags. Users are guided through accepting and clearing these flags after review. The "Allocate DPL" feature similarly generates review flags for profit and loss tagging. Key functionalities include reviewing tagging suggestions and applying tags for comparative periods, enhancing efficiency in document preparation.
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CCH IXBRL Review And Tag
Automation: Ribbon bar - launching
This document outlines the usage of CCH iXBRL when launched from different platforms, specifically CCH Accounts Production, CCH Desktop, and CCH Central. It explains how the Automation menu changes based on the platform used, with visuals provided for clarity. Additionally, it includes references to resources for maintaining paragraph and numeric tags within dictionaries essential for tagging financial documents. Links to further information are provided for users seeking detailed guidance on tag maintenance processes.
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CCH Working Paper Management
Accessing CCH Working Paper Management
The document provides instructions for accessing CCH Working Papers within CCH Accounts Production. It outlines the process for activating Working Papers for a client, viewing them through the Statutory Database, and utilizing the menu options to manage and navigate the database tree. Users can expand or collapse views to enhance organization and accessibility of the working papers and disclosures.
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CCH Trust Accounts
Accessing Accounts Production from Central
The document outlines details related to the CCH Trust Accounts, specifically addressing an error where a page could not be found and providing related search results. Key points include the use of the #bsig command for inserting trustee names, the ability to manage signatories through the Officers screen, and services offered by CCH Trust Accounts to enhance efficiency, improve reporting, and support accounting needs for various entities including trusts and charities.
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CCH Central
Accessing the Support Portal through CCH Central
This document provides instructions for accessing the Support Portal by clicking on the "SUPPORT" tab and selecting the "Support Portal" option within the Support Group. It includes images to guide users in launching the portal. Additionally, it offers a recommendation to click on the "Using the Support Portal" tile for further details on getting started and utilizing the portal's features.
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