Topic results CCH Packs

CCH Accounts ProductionCCH IXBRL Review And Tag
CCH Accounts Production/iXBRL essentials training online (10133804)/(10133819)
This document outlines a course on using CCH Accounts Production software, aimed at helping new users efficiently produce statutory accounts. The course includes 1 x 2 hour session and 1 x 3 hour session 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 Central
CCH Packs: Central Implementation Consultancy
The document outlines an implementation meeting focused on configuring the CCH Database and navigating its features. The course, lasting up to 3 hours across two sessions, aims to teach participants how to create and update client information, run mail merges, and generate Smart Reports. Key objectives include ensuring that attendees can manage client contacts, perform bulk updates, and effectively use advanced search functionalities. Prerequisites include prior completion of SP Central implementation consultancy, and it is intended for all users of the CCH system. Additional resources and support options are provided.
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OnboardingCCH CentralCCH Practice Management
Software and database installation (10091331)
This document outlines the installation process for software and a pre-configured database following an order confirmation. It emphasizes the importance of ensuring that the IT environment meets necessary hardware and software specifications, as well as the role of a Consultant in reviewing infrastructure and advising on deployment options. Key areas covered include SQL revisions, resource allocation for installations, workstation deployment methods, and scheduling installation access rights. Users are encouraged to review a hardware system requirements guide prior to installation discussions.
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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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CCH Document Management
CCH Packs: Document Management Implementation Consultancy
This document outlines the structure and objectives of an online consultancy session for implementing a document management system, specifically CCH Document Management. The session, lasting up to 3 hours, aims to refine document management processes, set up security measures, and create a standardized letter template. Participation is encouraged from business decision-makers and administrative staff to facilitate smooth implementation. Attendees should be familiar with existing systems and come prepared with relevant materials. The agenda includes reviewing current systems, understanding CCH functionalities, and discussing document management policies. Resources for additional learning are also provided.
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CCH Practice Management
CCH Packs: Practice Management Implementation Consultancy
This document outlines an interactive online course focused on the implementation of CCH Practice Management, specifically addressing timesheet and billing configurations. It includes employee categorization, assignment setups, charge rates, and template amendments. The course spans up to three hours and is targeted at decision-makers within the practice. Participants are advised to prepare necessary opening balances and templates in advance. Key objectives include accurate timesheet reporting, billing setup, and the incorporation of WIP and debtor balances into the system. Additional resources for learning are provided.
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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 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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CCH Personal Tax
CCH Personal Tax: essentials training online (10133826)
This document outlines a 3-hour interactive training course for CCH Personal Tax users on the process of creating and filing SA100 tax returns. It includes prerequisites, course objectives focusing on data entry and online filing, and a detailed content outline. The training will be conducted through CloudShare, an interactive virtual environment. Additional resources like eLearning courses, instructional videos, webinars, and a customer glossary are also provided to support learners.
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CCH Corporation Tax
CCH Corporation Tax: essentials training online (10133829)
This course offers an introduction to producing and filing CT600 corporation tax returns using data entry processes. Prerequisite knowledge includes completion of CCH Central: essentials. Objectives include learning to prepare computations and complete the online filing. The course lasts 2.5 hours and utilizes the interactive CloudShare training environment. Content covers topics such as creating tax returns, entering trade data, and filing processes. Designed for newcomers to CCH Corporation Tax responsible for tax returns, the course also includes additional resources like eLearning and webinars for further learning.
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Onboarding
CCH Practice Customers
This guide outlines what you can expect when onboarding onto your CCH solution. It describes the key stages, roles, and activities to help prepare your organisation for a smooth transition. 
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Onboarding
CCH Corporate Customers
This guide outlines what you can expect when onboarding onto your CCH Accounts Production solution. It describes the key stages, roles, and activities to help prepare your organisation for a smooth transition. 
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