CCH iFirm Contact Management System
Export Data
Export Data
Topic results Data Export
CCH Accounts Production
Import/Export Definition
This document outlines the functionalities of CCH Accounts Production for importing trial balances or transactions from delimited files. It details the setup process for creating and editing file structure and nominal mapping, including selecting file types, formatting details, and field mappings. Instructions for deleting file structures, importing external mapping files, and converting existing mappings are also provided. The document emphasizes the need for specific permissions and provides guidelines for naming and saving configurations, ensuring efficient data handling within the CCH Accounts Production software.
CCH Central
Export the Client or Contact Personal Data
This document provides detailed instructions for generating client or contact personal data files in both PDF and XML formats, focusing on the GDPR compliance process. It outlines steps such as selecting the main tab, using the generate functions, and handling output file locations based on the type of data generated. Warnings are provided regarding necessary settings within the software, and the document emphasizes the importance of templates and document management settings. It also describes the folder structure for saving generated files and notes specific scenarios impacting available options.
CCH Workflow
Import/export templates
This document outlines the steps for importing and exporting workflow templates. To import, users must navigate to the Import option, clear ID-based values, and fill in the Import from File window with details such as the file path, name, deadline date type, and subject. After importing, users must validate entries before saving the workflow. For exporting, users highlight the template, select the Export option, and save the XAML file to a desired location. Important notes include limitations on importing/exporting between Advanced Designer and Standard Workflows.
CCH Fixed Asset Register
Export data from CCH Accounts Production to CCH Personal Tax
This document outlines the process for importing Fixed Asset Register data into Personal Tax, emphasizing the prerequisite of exporting CCH Accounts Production data first. It details the steps of selecting the relevant Accounting Period, utilizing the Tax Link feature, and marking the Tax Link data as Draft if necessary. A key requirement is ensuring the "Allow draft accounts" option is enabled. The document concludes by noting that the exported balances from Accounts Production are not relevant to the Fixed Asset Register data import.
CCH Fixed Asset Register
Export data from CCH Accounts Production to CCH Corporation Tax
The document outlines the procedure for importing Fixed Asset Register data into CCH Corporation Tax, emphasizing that CCH Accounts Production data must be exported first. It details the steps to export data from CCH Accounts Production, including accessing the Accounting Period, selecting the Tax Link, and confirming the draft status. This ensures a successful import; otherwise, the system indicates "Nothing to import." The guide includes a visual aid and procedural steps for clarity.
CCH Corporation Tax
Restoring Travelled Data
This document outlines the process for restoring and synchronizing travelled data with the office database using CCH Central. It details the steps to merge updated data, back up the offline database, and remove it from the list of available datasets. Additionally, it explains how to add a homepage control to review changes in CCH Central contact records and provides instructions for accepting or rejecting these changes. Overall, the document serves as a guide for efficiently handling accounting data updates.
CCH Corporation Tax
Travel a Client
The document provides a guide on how to travel clients' data using CCH Central for offline work. It outlines the process of selecting clients, choosing relevant data from CCH Accounts Production and CCH Corporation Tax, and creating a local copy of the data. Users are instructed on how to access offline data after logging into the appropriate system. While data is travelled offline, it becomes 'read only' in the Office Central version, preventing any modifications. Multiple clients can be travelled, with each stored in a separate dataset.
CCH Corporation Tax
CCH Corporation Tax Importing and Exporting Client Tax Returns
The Corporation Tax Import Tool facilitates the addition of client data from one CCH Corporation Tax database to another and allows for data extraction to CCH Software Support. Key data elements that can be extracted include client name, code, address, UTR reference, and tax return. However, responsibilities, security, closed clients, and workflow data are not extracted. Instructions for exporting and importing clients are provided, emphasizing careful verification of the import process before deleting any returns. This tool is not designed for data merging or conversion.
CCH Audit Automation
Journal Export File Definition
This document outlines the process for defining the format of the journal posting file in a system, which includes three sections: export header, export transactions, and export footer. It explains how to edit these sections via the Control option in the Pack window, detailing the fields available for export, including user-defined texts and transaction-specific codes. The document includes examples of an export file definition for integration with the PROcap system, explaining the required formats and output handling, such as line-separated versus CSV formats. It emphasizes that the export definition is stored within the system after initial setup.
CCH Personal Tax
Importing and Exporting Client Tax Returns
The document provides an overview of the Import Tool for CCH Personal Tax, which allows users to add and extract client data between databases. It lists the data elements that can be exported, such as client names and tax returns, and specifies what cannot be exported, including workflow details and security permissions. Step-by-step instructions are given for exporting and importing client data, along with important notes on error handling and data deletion processes. Users are advised to consult CCH Software Support for assistance.
CCH Accounts Production
Exporting / Importing CCH Accounts Production Data
The document outlines the CCH Accounts Production Import/Export feature, which enables the transfer of client data between Central databases. It details the steps for exporting and importing clients, including selecting clients, choosing export folders, and notifying users of import/export progress. Key functionalities include maintaining existing data integrity and handling duplicate clients. Limitations, such as the inability to transfer master data and specific import/export conditions, are highlighted. It also explains how contact records are managed during imports. Users are advised on potential warnings and errors and the importance of consulting CCH Software Support when needed.
CCH Practice Management
Exporting
This document provides instructions on using two accounting software systems: Navision, a nominal ledger application, and CCH Accounts Production for exporting transactions as Draft Journals. It details the necessary setup within Practice Management to link companies to the relevant Accounts Production clients, procedures for exporting transactions, and troubleshooting for missing nominal codes. Key steps include linking companies, running exports, and ensuring compliance with date parameters for successful transaction transfers. Users are guided to the specific menus and options required to complete each task efficiently.
CCH Central
Exporting a Report
This document provides instructions on exporting smart reports from the Report Preview window. Users can access the Export menu to choose between Excel, PDF, or HTML formats. For Excel exports, users can select whether to include formulas for totals and subtotals. The document outlines steps to click the Export menu, select the desired format, name the file, and save it, confirming the completion of the export. Additionally, it highlights the layout consistency with the original report in Excel exports.
CCH Personal Tax
Export a Tax Workflow (Legacy)
This document outlines a step-by-step guide on how to export a standard workflow in a software application. It details the process of accessing the export option, selecting the desired workflow, navigating to the desired save directory, naming the file, and saving it in the appropriate format. Visual aids accompany the instructions to enhance clarity.
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.
CCH Fixed Asset Register
Export
The document outlines the process for exporting Fixed Asset Register data using the software interface. Users can access the Export screen via the File menu, where they can filter clients by Code or Name, and sort data. After selecting clients for export, users specify a destination and file name for the .far file. The final steps include confirming the export, resulting in a file that can be imported into another Central database. The export procedure is straightforward, requiring users to click through a series of prompts to complete the task.
CCH Personal Tax
About Exporting
This document provides detailed instructions on how to export client and common data using the Export menu option in a tax software application. It outlines steps for navigating the menu, selecting data types for export, choosing specific clients or data, specifying the export file location, and completing the export process. The guide is structured in a clear, step-by-step format to facilitate user understanding and ease of execution.