Topic results Entities

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.
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CCH IFirm Accounts ProductionCCH Accounts Production
Financial statements - all entities
This document provides a comprehensive overview of financial statement management within a CCH entity. It details functionalities such as searching, filtering, and reordering pages and notes. Users can validate entries, generate print options, and customize the inclusion of specific pages. It outlines features for previewing and downloading financial statements in various formats, and includes management and lead schedules relevant to the entity. Additionally, it describes options for displaying draft messages and exporting documents to different formats. Overall, it serves as a guide for efficiently managing financial statements.
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CCH Accounts Production
Entities
The document outlines procedures for managing entities in an accounting system. It details how to hide unused or old entities to prevent confusion and risks associated with outdated data, while also explaining the potential impact on year-end processes. Additionally, it provides instructions for reordering the list of entities to improve organization and set default types for client creation. The navigation path is consistent throughout: File > Maintenance > Accounts > Entities.
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