CCH KPI Monitoring
KPI Monitoring: Terms and Conditions
KPI Monitoring: Terms and Conditions
Topic results Overview
CCH KPI Monitoring
What is CCH KPI Monitoring?
CCH KPI Monitoring is a Business Activity Monitoring software designed for accountants, automating redundant tasks and providing real-time business insights. It helps improve efficiency, minimize risks, and enhances decision-making by monitoring systems 24/7 and delivering customizable alerts for crucial business metrics. New features in version 10 include advanced alerting systems and reporting capabilities. The software allows firms to focus on growth by managing client-related information seamlessly. Additionally, case studies and an ROI calculator are available to demonstrate its effectiveness and potential benefits.
CCH IFirm Organisation Management
Organisation Management Overview
This document provides an overview for Wolters Kluwer Account Administrators on using the CCH iFirm Organisation Management tool. It outlines how to access the tool, manage members, and edit organisation details, such as the organisation name, VAT number, and company registration number. Admin-level users can make changes to the organisation's information, including inviting new members and managing application access. Additional help resources are linked for further assistance.
CCH Corporation Tax
Groups: Overview
An overview of the Groups module in CCH Corporation Tax, accessible through the Tax Group tab. This module enables users to efficiently manage and allocate tax losses across group companies, view their profit and loss positions, and handle group relief claims without redundant data entry. Key features include the ability to create accounting periods, update loss allocations, and export group information. It also addresses non-coterminous periods, ensuring accurate handling of profits and losses across differing accounting periods. Overall, the module simplifies tax management for corporate groups.
CCH Trust Accounts
What does CCH Trust Accounts do?
CCH Trust Accounts is an accounting software designed for entities managing investments, including trusts, estates, and pension funds. It features a nominal and investment ledger, and can generate final accounts and Capital Gains Tax (CGT) computations for both the UK and Ireland. Its diverse user base includes accountants, merchant banks, solicitors, charities, and pension funds. CCH Trust Accounts can be used in conjunction with CCH SecTAX, which focuses only on UK CGT calculations without account production. Users can customize functionality based on their needs, switching between investment management and full accounting features.
Power BI
What is it?
CCH Central has integrated with Microsoft Power BI, providing a comprehensive business intelligence tool that enhances data visualization and decision-making from a single platform. Users can access customized dashboards, track practice and staff performance, and quickly respond to growth opportunities. The tool promotes a data-driven culture, supports seamless sharing across devices, and empowers businesses to harness their data for strategic insights. By adopting this solution, practices can improve efficiency and offer value-added services, driving business growth in a competitive landscape. Customer case studies highlight the successful implementation of Power BI in various practices.
CCH Audit Automation
CCH Audit Automation: Overview
The CCH Audit Automation system streamlines the audit process by allowing annual data carry-forward, facilitating quick updates and enhanced planning with features for risk analysis and budget management. Users can generate customized audit programs and working papers automatically based on client information. The system supports integrating existing audit methodologies and offers tools for easy data entry and retrieval. The user manual recommends practical experimentation with the system for optimal usage, and the program continuously evolves through user feedback for improvements. Overall, it enhances efficiency in managing client audits effectively.
CCH IFirm Accounts Production
Accounts disclosures - overview for all entities
This document provides an overview of the Accounts Disclosures screen in CCH iFirm, highlighting its features for managing client account settings based on entity type. It details functionalities such as customizable sliders, search boxes, and various icons indicating data entry types. The document explains guidance notes for regulatory compliance and offers examples of data input processes. Additionally, it covers the Formula Inspector, which aids in understanding formula codes used in the software. Overall, it is a comprehensive guide for navigating and utilizing the Accounts Disclosures interface effectively.
CCH Document Management
Global Document Centre Overview
The Global Document Centre is an essential feature of CCH Document Management, offering comprehensive access to stored documents related to contacts, clients, suppliers, and assignments. Key functionalities include document creation, addition, and searching. The interface consists of four main sections: the Ribbon for document management options, a search tool for both basic and advanced queries, properties displaying document data, and a Document View for displaying search results. For further guidance, users can refer to resources on utilizing Document Centre features.
CCH Company Secretarial
Overview: Synchronise with CCH Central
This document outlines the integration between CCH Company Secretarial and CCH Central. It details administrative functionalities, including system maintenance screens for syncing and managing data conflicts, as well as new features for tracking companies or individuals needing synchronization. Daily usage procedures are explained, highlighting that changes made in either system for shared information, like addresses, will be reflected in the other. Additionally, it specifies that only Limited companies and LLPs are eligible for syncing, excluding those categorized as "Other Organisation." For comprehensive details on synchronized fields, users are referred to Appendix A.
CCH IFirm Organisation Management
What is CCH iFirm?
This document provides an overview of CCH iFirm, a cloud-based platform offering various products such as AML, accounts production, and personal tax services. It highlights the functionalities of Organisation Management for administrators, enabling them to control member access and manage settings. Users are advised to utilize the new Organisation Management app for member invitations instead of the previous support tool. The document also includes instructions for accessing the Organisation Management area and emphasizes the roles of Wolters Kluwer Account Administrators in managing memberships and product access.
CCH iFirm Validate
What is CCH iFirm Validate Test
CCH iFirm Validate is a cloud-based data validation tool that helps accounting
firms identify and resolve data quality issues before submission. This article
provides an overview of the product and its key features.
CCH Accounts Production
Producing Management information - steps
The document outlines the capabilities and considerations of using CCH Accounts Production for generating management accounting information. It details features such as saving periodic trial balances, utilizing dimensions for departmental reporting, and creating budgets. Additionally, it highlights existing templates for Profit and Loss Accounts and the ability to customize these templates. However, a limitation mentioned is that users can only create a maximum of 20 reporting periods, which may restrict certain reporting needs. For further assistance, users are encouraged to consult with their account manager.
CCH Trust Accounts
Investment Ledger overview
This document provides an overview of the Investment Ledger, emphasizing the necessity of adding securities and properties to the ledger before processing transactions. It distinguishes between two investment account types: Securities Accounts, which have codes and market values, and Property Accounts, which lack codes and market value calculations. The document also highlights the differences between the nominal ledger and investment ledger, including their operational structures and reporting functionalities. Lastly, it guides users on accessing the Investment Ledger through the Client Menu.
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 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.
CCH Trust Accounts
Overview: Year End and Clear Down
The document outlines the processes for conducting a Year End and Clear Down in accounting systems. It details how nominal ledger accounts are closed and balances carried forward, as well as methods for specifying close-off accounts. It also explains the Clear Down function, which deletes old entries to optimize system performance while preserving current year data. Additionally, it discusses options for changing client classes and adopting FRS102 standards, emphasizing the need for backups before making irreversible changes. Security measures, including password protection for the Year End and Clear Down option, are also mentioned.
CCH Trust Accounts
Overview: Autoload Trial Balances
The Autoload feature enables automatic loading of extra trial balances into the accounts formatter for various purposes, including specific periods, divisions, client accounts, calculated balances, and beneficiary-specific balances. Each loading set, termed 'TB Loading Instructions', has a unique code and description, consisting of multiple lines for trials. These are integrated as Saved Trial Balances in CCH Accounts Production, which are automatically updated in real-time with any changes from CCH Trust Accounts, eliminating the need to restart the application.
CCH OneClick
Overview: Open Integration Synchronising Data
The document outlines the Open Integration feature, which facilitates the seamless transfer of financial data between various online bookkeeping solutions and the CCH product suite. This integration allows for real-time access to transactional data through CCH OneClick and ensures automatic synchronization of adjustments from CCH Accounts Production back to the bookkeeping solutions. However, it notes a limitation regarding divisionalized accounting, where division flags do not transfer to CCH Accounts Production. A list of compatible bookkeeping products includes QuickBooks, Xero, Sage Business Cloud, and others.
CCH Accounts Production
Overview: Connecting CCH Accounts Production
CCH Open Integration, part of CCH OneClick, facilitates the transfer of financial data between a client's bookkeeping system and CCH Accounts Production. It allows for efficient transaction synchronization, supporting HMRC quarterly submissions for Making Tax Digital. Users can set up and configure the integration through an activated OneClick account, with options for on-demand syncing and status checking of imported data. Additionally, mappings are provided for financial reporting categories related to HMRC reporting. Users can disconnect businesses as needed while ensuring that edits in transactions are reflected accurately.
CCH Fixed Asset Register
Overview
The document provides an overview of the Business Tax feature in CCH Personal Tax, detailing how to access and summarize Accounting Period balances. It explains the integration with CCH Accounts Production and the Fixed Asset Register, outlining the data flow between these systems. Key topics include setting up tax links, exporting and importing data, and allocation of asset movements in CCH Personal Tax. Several internal links offer guidance on specific procedures related to this integration, enhancing user experience and data management.
CCH Trust Accounts
Navigation overview
This document provides a guide on basic navigation within CCH Trust Accounts. It describes how to access the client list, select clients, and utilize different menu options such as the left task bar, top menu, or double-clicking a client row. Additionally, it outlines the use of the Find button to search for clients by name or code. The guide emphasizes the improved functionality of the Find feature, which now displays all matching records instead of just the first one, along with a checkbox to filter results. Visual aids are included to enhance understanding.
CCH Accounts Production
Journals and Advisor Journals Overview
This document provides an overview of the distinctions between two types of data entry points for journals in CCH Accounts Production: regular Journals and Advisor Journals. It highlights that both can generally be used interchangeably, but notes that there are three journal types with unique behaviors. Additionally, a link is provided for further information on these journal types.
CCH OneClick
How does it work? Digital Data Review
The Digital Data Review feature in CCH OneClick provides tax advisors with a centralized platform to access and review digital tax data submitted by clients and held by HMRC. It enables real-time visibility of client data and automates data entry into the tax system, enhancing efficiency. This functionality is crucial as the industry transitions to digital tax processes, streamlining client service and improving data management.