Topic results Documents

CCH Corporation Tax
Document Publishing
This document outlines the options for electronically storing tax returns and computations using CCH Document Management and CCH OneClick. It emphasizes that access to these tools requires appropriate licenses and user rights. Users can publish tax returns and computations both in draft form for client review and at various stages in the submission process to HMRC. The document includes specific links to guides on how to publish documents using both systems.
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CCH IXBRL Review And Tag
Document
This document provides a comprehensive overview of the features and functionalities related to the "Document Information" section in CCH Accounts Production. It details how information is generated for XML files, including greyed-out elements, jurisdiction, taxonomy selection, and other relevant organisation and entity details. Additionally, it discusses the integration with HMRC and Companies House, outlining requirements for document submission, as well as the management of additional data tags. The document also highlights report generation, consistency checks, and the importance of reviewing tagging accuracy.
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CCH Document Management
Document Properties Panel Overview
The document outlines the functionalities of the Properties panel in Document Center, detailing how users can view and modify document information based on their access permissions. Key features include configuration options like modifying filenames, linking contacts, assignments, and jobs, and changing document attributes such as type and library. Users can also track document versions, modifications, and changes through an audit trail. Furthermore, the panel includes sections for managing related documents, keywords, and statuses associated with the document.
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CCH Central
Documents tab
The Documents tab is a feature for managing documents linked to contacts and clients, facilitating better document organization and access within a practice. Users can create or link various file types, including Word, Excel, PDFs, and multimedia files. It allows easy addition, linking, and deletion of documents without storing copies of original files. The tab also enables users to create new documents based on templates or link to existing files and folders on the system, streamlining document management while highlighting the need for separate backup procedures.
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CCH Central
Defining Document Mailing Settings (CCH Central)
This document outlines the process for configuring document mailing settings in CCH Central, detailing steps to access mailing settings and specifying key configurations like folder paths, greeting formats, and names used in letters. It also includes instructions for resetting mailing names for clients to align with defined settings, along with a caution regarding overwriting existing mailing names. Users are guided through necessary tasks and advised to save changes effectively.
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CCH Document Management
Document Search Panel
The document outlines the functionalities of the Document Search Panel, which enables efficient document retrieval tailored to user interests across various entities such as clients, suppliers, and employees. It details the quick search fields available for client/contact and global document centers, including options for assignment, job, document date, type, source, and description. The document also explains features like free format searching, clear search functionality, and the ability to save and load searches. Additionally, an advanced search option is provided for more complex query needs.
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CCH Audit Automation
Download Hyperlink Documents
The document outlines new features for downloading hyperlink documents, emphasizing the convenience of checking out multiple linked documents at once. It introduces two buttons: "Tick all" to select all documents in the list and "Untick all" to deselect them. This functionality streamlines the process, making it easier for users to manage document retrieval.
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CCH Audit Automation
Document Opening Speed
The document outlines a new feature aimed at improving document opening speed by allowing users to bypass hyperlink checks. Initially, documents opened twice to verify hyperlinks, causing delays. The new option enables users to choose not to check for hyperlinks, allowing documents to open once and without warnings, although this means hyperlinks won't be updated. Users can toggle this feature on or off through the interface options. For those needing hyperlinks, an Excel addon is available to manage hyperlink downloads after opening the document. The default setting retains the existing functionality.
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CCH Practice Management
Document Mailing Settings
This document provides instructions for configuring document mailing settings and deleting document styles in a software application. Users are guided to access the Mailing Settings window to set paths for billing, templates, and documents, as well as entering mailing details like salutation and name. Instructions for deleting a document style include selecting the desired style in the Document Styles window and pressing the delete key. The changes are confirmed by clicking OK to save updates.
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CCH Practice Management
Defining Document Creation Settings (CCH Practice Management)
The Document Creation Settings guide outlines how to configure the location and format of client and contact documents within the system. Users can modify various algorithms related to clients, contacts, assignments, and receipts, as well as specify paths for billing and templates. Additional settings include customizing mailing salutations and names. Changes are saved by clicking "OK." The document also provides links to related topics, such as creating document styles.
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CCH Central
Defining Document Creation Settings (CCH Central)
The document outlines the procedure for defining document creation settings within a software application under the "File > Maintenance > Documents" menu. It details how users can set the location and format for client and contact documents, including various algorithms for assignments, clients, contacts, tax receipts, VAT receipts, and word billing. The process involves accessing the Document Creation Settings window, modifying specific fields as needed, and saving changes. Visual aids and detailed steps are provided to facilitate user understanding.
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CCH Audit Automation
Default Text Documents
This document provides instructions on how to edit or create default text documents using the master pack within a word processing system. It explains the process of selecting predefined documents, loading existing client documents, or presenting blank documents when no defaults are available. Users are guided to use either PROword or MS Word for editing. A table lists default document names related to CCH Audit Automation, such as memos and summaries, alongside their descriptions. The document emphasizes the utility of default templates for data entry.
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