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CCH Corporation Tax
Homepage controls
This document provides guidance on managing homepage controls in CCH Corporation Tax. It outlines the process for creating and editing homepage controls, including the default controls (Client List, Online Filing, and Online Filing Status). Users can customize controls' appearance, change their placement, and resize them. Additionally, the document describes how to add filters to homepage controls according to user and client profiles, and how to include controls from other licensed products. Overall, it serves as a comprehensive resource for optimizing the homepage setup within the software.
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CCH Corporation Tax
Adding other Homepage Controls
The document provides instructions for adding additional homepage controls to the CCH Corporation Tax homepage. Users must ensure there is enough space on the current homepage and may need to edit existing controls first. The process involves navigating to the homepage section, selecting "Customize," and then dragging the desired controls from the Toolbox into the display area. Users can repeat these steps to add multiple controls.
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CCH Central
Home Page
The document serves as a guide for using the Home Page of CCH Central, outlining its key components: the Main Menu, Toolbar, Task Bar, and Content Area. Users can customize their Home Page for quick access to tailored information, manage open pages through tabs, and copy graphs to external applications like Microsoft Excel or Word. Instructions for navigating, customizing views, and utilizing the Toolbox for arranging windows are provided, emphasizing that available features depend on user access permissions set by the system administrator.
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CCH Corporation Tax
Tax Return Status
This document outlines the process of updating the Tax Return status in CCH Central throughout its compliance cycle. It describes how to navigate to the Tax Return tab, view current statuses, and change the status using a dropdown menu. Key statuses like "Created" and "Rolled forward" are set automatically. The document also explains how to track status changes, including automatic updates from HMRC submissions, indicating whether the return was accepted or rejected.
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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.
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CCH Document Management
Home Page Controls
The document outlines the functionalities of the Central Home Page in CCH Central, focusing on custom data views for Document Management. It describes two main controls: Document Tasks, which provides task options including an “inbox,” and Document Centre, showing recent or checked-out documents. The text details various view options within these controls, common functions like editing and task management, and the available columns to customize views. It also emphasizes the importance of retaining layout changes and offers guidance on task completion and document handling operations.
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CCH Trust Accounts
The Drafts homepage
This document provides instructions on how to use the Drafts homepage for approving draft contacts. It outlines steps to add the Drafts feature to the homepage, allowing users to view and manage all draft contacts in one place. Users can approve contacts by selecting them and clicking the green tick icon. The document emphasizes the efficiency of using the Drafts homepage compared to searching for contacts individually. Additional details can be found in the Central 2013.4 Release Notes.
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CCH Workflow
Totals
The document explains how to view totals in a grid, focusing on steps completed by default. Users can also opt to display totals for steps that are "In Progress" or "Not Completed" by right-clicking and hovering over the "Totals" option. Images are included to illustrate the default totals and the options available for displaying different totals.
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CCH Practice Management
Toolbox: Job Sheet - Homepage control
This document provides instructions for adding the Job Sheet homepage control to a user’s homepage, detailing the process of customization through the Toolbox. It outlines the default columns for various job modes, including key fields such as Client/Assignment, Job/Schedule, Assigned To, and Target Date. Users can add new jobs using a provided link and view milestone comments by hovering over them. The document also mentions that multiple Job Sheets can be added and filtered for better information management.
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CCH Practice Management
Toolbox: Homepage
The document provides instructions on customizing the homepage with the Aged Creditors option. It explains how to use the Toolbox to drag and display a bar chart of aged creditors, access a pop-up menu for sorting and display options, and modify the date range for the displayed information. Additionally, it notes that the visibility of the bar chart is determined by user security group settings.
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CCH Trust Accounts
The Drafts homepage
The document indicates that the requested page on CCH Trust Accounts could not be found and presents related search results. It highlights the functionality of the Drafts homepage for managing draft contacts effectively and the benefits of the CCH Trust Accounts system, such as improving efficiencies, monitoring investments, and supporting various accounting needs for entities like trusts and charities. Links to additional resources and topics are provided for further assistance.
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CCH Workflow
Mail/Email merge
The document outlines the process of performing a mail merge using CCH Central from the Workflow homepage. Users can filter and select multiple clients before initiating the mail merge. By right-clicking and choosing "Mail Merge," they access the Mail Merge Wizard, allowing the creation of letters, emails, or CCH OneClick messages.
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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.
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CCH Audit Automation
Home Screen - Load Pack
The document provides a detailed guide on using the Home Screen Load Pack feature in a client management system. After logging in, users can select clients from a list, utilizing features such as recent client access and search by name. Users can load audit packs by entering a code or picking from a list. The guide also covers loading prior periods, switching clients, and managing backup data access. Additionally, it addresses updating from third-party account programs and handling multiple instances of the software for concurrent data viewing.
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CCH Corporation Tax
Editing a Corporation Tax Homepage Control
This document outlines the process for customizing Homepage controls within the CCH Corporation Tax application. Users can change the location or resize the controls for improved layout and visibility. Customization begins by selecting "Home" and "Customise" from the Ribbon. The Toolbox must remain open during the editing process. Moving controls involves dragging them to a new position, while resizing can be achieved by adjusting the borders. Key instructions and visual aids are provided to support users in making these adjustments effectively.
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CCH Document Management
Document Tasks
The document outlines two key features for managing document tasks: the "Toggle group on/off" option and the "Bulk re-assign" functionality. The toggle feature allows users to select or deselect all items within a specific group in the Document Tasks grid, enhancing task management efficiency. The bulk re-assign button facilitates assigning selected documents to another employee, contingent on user permissions. A message will appear if no documents are selected or if the user lacks the necessary reassign permissions, ensuring proper control in task assignment.
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CCH Corporation Tax
Creating a New Corporation Tax Homepage Control - Online Filing Status
The document provides an overview of the Online Filing Status homepage, which displays clients with outstanding corporation tax returns and those with upcoming filing deadlines. It includes client details such as names, account end dates, due dates, and workflow status. The homepage allows filtering by various categories and includes options for refreshing data and exporting to Excel. Additionally, it highlights tools to manage filing statuses, such as overdue and in-progress filters.
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CCH Corporation Tax
Creating a New Corporation Tax Homepage Control
The document provides instructions on adding and customizing homepage controls in CCH Corporation Tax, including the Client List, Filing Status, and Online Filing Status features. It details how to drag controls onto the homepage, filter client data, and display tax return statuses in various chart formats. Additional customization options include filtering by client partner and department, as well as exporting data to MS Excel for personalized reporting. Visual aids illustrate key steps and options for enhancing the user experience on the homepage.
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CCH Accounts Production
Central Homepages for Accounts Production
This document explains the Central homepages in CCH Accounts Production, detailing two main features: the Job Summary and Localised Formats. The Job Summary homepage shows the latest accounting period for clients, providing hyperlinks to their home screen and Accounts Production. The Localised Formats homepage summarizes local formats for efficient administration. It also includes instructions for setting up these homepages, customizing views, and saving preferences. Users can maintain both features on one homepage, though managing two separate ones might be more efficient due to the number of clients.
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CCH Corporation Tax
Adding Filters to Homepage Controls
This document outlines the process for adding additional filters to the Home Page controls to customize results based on user and client profiles within Central. Filters can be applied during or after Home Page customization, allowing users to view results with or without the filters. Users access filters by right-clicking on the Home Page banner, which offers options to filter by Category (user roles), Company, Department, or Office. This customization enhances the relevance of displayed results based on user responsibilities and affiliations.
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CCH Central
Backup and Restore Home Page Control
The document provides instructions for setting up the CCH Backup and Restore Homepage control within CCH Central for sites that did not install the Backup and Restore Utility using the CSI. It explains how to create a new homepage view, add the Backup Schedule control, and visualize backup status information. Users can track the scheduled backup history and access additional support if needed. The document emphasizes customization options and troubleshooting steps if specific features are unavailable.
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CCH Practice Management
Authorising and posting from your Home Page
This document provides a step-by-step guide on how to authorize and post Work In Progress (WIP) items from a Home Page. Users are instructed to right-click the WIP Approval list, select items to approve, and use the Authorise and Post buttons to finalize the process. It also mentions a Field Chooser option for adding additional fields like Employee Company. Related links for authorizing timesheets and customization of the Home Page for multiple postings are included.
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