Topic results Training Sessions

CCH IXBRL Review And Tag
CCH iXBRL Review & Tag: Training for Accounts conversion from MS Word and Excel (10133768)
This document outlines a training course for converting statutory accounts from Word and Excel into iXBRL format using CCH iXBRL Review & Tag. The course, lasting up to 3 hours, targets users needing to tag accounts for submission to HMRC and Companies House. Key objectives include understanding iXBRL requirements, importing documents, applying tags, and the submission process. Prerequisites include familiarity with accounts and having credentials for HMRC and Companies House. Additional resources such as eLearning courses and webinars are also provided for further learning.
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CCH Accounts Production
CCH Accounts Production: essentials training online (10133819)
This document outlines a course on using CCH Accounts Production software, aimed at helping new users efficiently produce statutory accounts. The course includes two 2-hour sessions focusing on practical skills such as setting up accounting periods, importing trial balances, and navigating the software. It is designed for all employees involved in preparing statutory accounts. Training is conducted in an interactive environment called CloudShare, with additional resources available online for further learning and support.
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CCH Practice Management
CCH Practice Management: enhanced - billing training online (10133815)
This document outlines a 3-hour training course on CCH Practice Management, focusing on the chargeable work process for clients. Participants will learn how to authorize timesheets, expenses, and disbursements, access prebilling reports, and utilize basic billing functionalities. The course is aimed at users involved in the billing process and requires prior completion of CCH Central and CCH Practice Management essentials courses. It will be delivered via an interactive environment called CloudShare. Additional resources such as eLearning courses, videos, and webinars are provided for further learning.
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CCH Practice Management
CCH Practice Management: essentials training online (10133814)
This course is designed for staff involved in completing Timesheets, Expenses, and Disbursements within the CCH Practice Management system. It covers the creation and submission processes, as well as utilizing CCH homepages for efficiency. Prerequisites include completed CCH implementations and internal agreement. The training lasts for two hours and is conducted via the interactive CloudShare platform. Topics include job structure, month-end processes, and practical hands-on exercises. Resources such as eLearning, videos, and webinars are also available to enhance learning.
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CCH Central
CCH Central: enhanced training online (10133812)
This document outlines a training course on CCH Central, focusing on client and contact management for users with permissions to modify client data. Prerequisites include prior essentials training, and the course lasts 2 hours and 30 minutes, delivered via the interactive CloudShare environment. Key topics include managing client and employee records, bulk updates, mail merges, and configuring smart reports. The course is designed for individuals responsible for client administration who wish to enhance their understanding of related processes. Additional resources, such as eLearning and webinars, are also provided.
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CCH Central
CCH Central: essentials training online (10133811)
This document outlines a course designed for new users of CCH Central, focusing on navigating and customizing the software to meet individual and firm needs. It has no prerequisites and lasts 1 hour 45 minutes, utilizing an interactive training platform called CloudShare for hands-on experience. Course content includes navigation, search customization, task management, and client record management. It aims to provide essential knowledge for first-time users and includes links to additional resources such as eLearning courses, webinars, and a glossary for customer onboarding.
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CCH Document Management
CCH Document Management: enhanced training online (10133824)
This document outlines an enhanced training course on CCH Document Management, focused on customization, delegation, and preferences for document handling. Prerequisite completion of the essentials course is required. The course, lasting 3 hours and delivered via the CloudShare platform, aims to deepen participants' understanding of advanced features in document management. It is designed for document-focused roles, covering topics such as document structure, client document centers, and email filing. Resources for further learning are also provided.
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CCH Document Management
CCH Document Management: essentials training online (10133823)
The document outlines a training course for CCH Document Management, a comprehensive system for managing client documentation within CCH Central. Participants will learn to navigate, store, and retrieve documents using a Microsoft plug-in in a GDPR compliant environment. The course is designed for all employees who handle documents, lasts 3 hours, and employs the CloudShare interactive training platform. It includes various topics related to document management structures and offers additional resources for further learning. Completion of CCH Central essentials is a prerequisite for attendees.
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Twinfield
Twinfield: Fixed Assets Training (10091308)
This document outlines a 3-hour training session on advanced functionalities of Twinfield accounting software, focusing on fixed asset management. Participants will learn to maintain fixed asset registers, manage asset classes and transactions, handle asset depreciation, and generate reports. The course targets Twinfield partners and subscribers, with a maximum group size of six. Prerequisites include understanding double entry bookkeeping and having a personal computer. Additional resources for further learning, such as eLearning courses and webinars, are also provided.
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Twinfield
Twinfield: Bookkeeping Training (10091301/10091300)
The document outlines a training course for Twinfield accounting software, designed to help participants learn its basic functionalities effectively. The course comprises four hands-on sessions, each lasting up to three hours, focusing on managing income and expenditure, processing transactions, and using reporting modules. Participants must have a good understanding of double entry bookkeeping and their own computers. The course targets Twinfield Partners and Subscribers, with a maximum group size of six. Additional resources such as eLearning courses and webinars are also offered.
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CCH Accounts Production
CCH Accounts Production: Academy Accounts Formats Training (10133809)
This training course focuses on using UK Academy formats within CCH Accounts Production, tailored for both new and existing users. It spans up to 3 hours, covering topics such as setting up academy clients, understanding the nominal ledger structure, importing financial data, entering information into the statutory database, and producing financial statements. The course includes interactive sessions, Q&A opportunities, and provides resources like eLearning courses and webinars for further learning. Participants are expected to follow specific training guidelines.
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CCH Accounts Production
CCH Accounts Production: Pension Scheme Formats Training (10119706)
Pension Scheme Formats Training for CCH Accounts Production
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Training and Consultancy
CCH Compliance Pack Implementation
This document outlines an implementation session aimed at assisting users with the effective set up of CCH Tax and Accounting software. The session will cover best practices, compliance options, pre-configuration checks, data migration discussions, and training opportunities. Key objectives include reviewing current processes and confirming tasks and responsibilities. Target participants are decision-makers and managers. The session lasts up to three hours and includes an agenda focused on operations, data security, compliance training, and useful resources such as eLearning and webinars.
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CCH Practice Management
CCH Practice Management: Debtor Management and Smart Reports training (10091243)
This document outlines a 3-hour online training session focused on the setup and maintenance of CCH Practice Management within CCH Central. Participants will learn to manage databases, record cash receipts, run Smart Reports, and perform month-end routines. Pre-requisites include familiarity with CCH Central and previous billing setup. The course is intended for employees and system administrators responsible for managing CCH systems. Additional resources, including eLearning courses and webinars, are available to supplement the training.
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CCH Practice Management
CCH Practice Management: enhanced - debtor training online (10133816)
This document provides an overview of a training session focused on the Credit Control/Debtors process within CCH. It is designed for individuals involved in credit control and will cover key topics such as authorizing timesheets and expenses, accessing prebilling reports, and billing capabilities. The course lasts 1 hour and 30 minutes and will be delivered through the interactive platform CloudShare. Prerequisites include completion of CCH Central: essentials. Additional resources, including eLearning courses and webinars, are also provided for further learning.
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CCH Practice Management
CCH Practice Management: Bill Processing end user training (10098966)
This interactive course trains participants to create, authorize, and post draft bills using billing software. Lasting up to 3 hours online, it covers essential functions such as navigating billing screens, viewing WIP reports, and managing draft bills. Key objectives include submitting and authorizing bills and communicating with clients. Pre-requisites include a solid understanding of CCH Central and WIP processes. The course targets employees responsible for billing tasks within CCH Practice Management, including bill raisers and authorizers.
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CCH Practice Management
CCH Practice Management: Central and Timesheet end user training (10091247)
This interactive training course focuses on the use of Timesheets within CCH Practice Management and CCH Central. Participants will learn to navigate CCH Central, create and log timesheets, and understand authorisation processes, ensuring compliance with company policies. The course duration varies, consisting of one online session or two onsite sessions, each lasting up to three hours. It is designed for system administrators and timesheet users with prior knowledge of CCH Central. Additional resources such as eLearning and webinars are available to support learning.
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CCH Practice Management
CCH Practice Management: expert training online (10133818)
This course focuses on the configuration options within CCH Practice Management and their impact on end users. Participants are expected to have prior knowledge of decisions made during the implementation of CCH. The objective is to empower users to confidently alter maintenance settings that influence firm operations. The course lasts 3 hours and utilizes CloudShare for interactive training. Content includes employee timesheet configurations, code maintenance, and expense management, targeting decision-makers with SuperUser rights. Additional resources such as eLearning courses, videos, and webinars are also provided for further learning.
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CCH Practice Management
CCH Practice Management: Setup and configuration training (10091240)
This course focuses on training participants in the setup and maintenance of CCH Practice Management within CCH Central. It consists of two interactive sessions lasting up to three hours each, covering company and employee setup, security permissions, client management, and timesheet training. The course aims to equip attendees with the skills to manage the database in compliance with company policies. It is designed for CCH users and system administrators, requiring a good understanding of CCH Central beforehand. Additional resources, including eLearning and webinars, are also available.
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CCH Accounts Production
CCH Accounts Production: Charity Accounts Formats Training (10091218)
The charity course offers training on the CCH Charity (FRS 102) entity using a case study and is instructor-led for a duration of up to 3 hours. Participants will learn to set up a charity client, understand nominal ledger structures, import financial data, and produce financial statements. Key objectives include entering statutory information and allocating governance costs. Pre-requisites include knowledge of CCH Central and CCH Accounts Production. The course is tailored for CCH Accounts Production users preparing accounts for charities under FRS 102 guidelines.
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CCH Accounts Production
CCH Accounts Production: Group Accounts Formats Training (10120328)
This online training course covers how to create a group structure using CCH Accounts Production, aimed at producing consolidated statutory accounts. In a 3-hour session, attendees will learn about consolidating entities, making inter-company adjustments, and adding statutory disclosures. The course focuses on the formats required under FRS 102 or IFRS, linking companies, and managing parent/subsidiary information. Participants must be familiar with CCH Central and CCH Accounts Production. Resources for continued learning are also provided, including eLearning courses and webinars.
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CCH Accounts Production
CCH Accounts Production: expert training online (10133822)
The course is designed to enhance advanced users' proficiency in formatting financial statements using CCH Accounts Production software. Participants will learn about the chart of accounts, nominal mappings, and the application of formulae. With a duration of three hours, the training is conducted via the interactive CloudShare platform. Prerequisites include completion of prior CCH courses. Key content includes creating nominal mappings, using formulae within paragraphs, and understanding statutory references. Ideal for those seeking to improve their formatting and customization skills in financial statements.
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CCH Accounts Production
CCH Accounts Production: enhanced training online (10133820)
This course enhances skills in CCH Accounts Production by guiding delegates through the completion of a full set of accounts. Participants will learn to manage statutory database entries, disclosures, journal postings, and year-end processes. Prerequisites include prior completion of essential courses. The training lasts three hours and utilizes an interactive platform called CloudShare for a hands-on experience. It targets advanced users requiring deeper data entry skills, with additional resources available for further learning.
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Training and Consultancy
CCH Software Technical Training Online
This document outlines training workshops designed to enhance the technical knowledge of IT teams managing the CCH Central Suite, an essential application for business operations. The workshops provide insights into the suite's structure, management best practices, and technical architecture. Topics covered include module breakdown, update processes, SQL database management, and backup strategies. The training is conducted remotely, ensuring no disruption to end users, and aims to empower technical teams with the skills necessary for effective suite management.
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