Topic results Course Outlines

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 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 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 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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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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Twinfield
Twinfield: Twinfield Analysis Consultancy (10091307)
This document outlines a training course on Twinfield accounting software, designed for Twinfield partners and subscribers. The course, lasting up to 3 hours, focuses on enabling participants to leverage their Excel expertise to manipulate TwinCube data for creating comprehensive financial reports. Key objectives include processing transactions and searching via the reporting module. The session covers various topics such as data cube management, Excel formula building, and conditional formatting. Attendees must have advanced Excel skills and their own devices to join the session, as the course is tailored for Microsoft Windows users.
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Twinfield
Twinfield Consultancy (10093303/10080551)
This document outlines a consultancy service for Twinfield users, targeting both partners and subscribers. It emphasizes collaborative sessions aimed at improving operational efficiencies and best practices through tailored advice and process reviews. Conducted online or onsite over two 3-hour sessions, the consultancy covers topics such as reporting, VAT reporting, and reconciliations. Attendees are expected to have a solid grasp of double entry bookkeeping. Additional resources, including eLearning courses, videos, and webinars, are provided for further learning.
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Twinfield
Twinfield: Integration Consultancy (10095230/10095228)
This document outlines a consultancy-led course focused on the Twinfield accounting software, designed to assist businesses in managing their financials effectively. The course consists of four interactive sessions—each lasting three hours—covering navigation, invoicing, credit management, transactions, and reporting. Aimed at Twinfield partners and subscribers, participants are expected to have a good understanding of bookkeeping principles. Additional resources such as eLearning courses, videos, and webinars are also provided to enhance learning. The maximum group size is six delegates.
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Twinfield
Twinfield: PM Integration Consultancy (10091304/10091303)
This document outlines a training course for Twinfield accounting software users, focusing on its integration with CCH Central. The course consists of four sessions, each lasting about three hours, aimed at enhancing attendees' bookkeeping skills and knowledge of both systems. Key objectives include familiarization with CCH Practice Management and Twinfield, as well as hands-on experience with financial processes such as invoicing, bank transactions, and VAT reporting. Prerequisites include a good understanding of CCH Central and appropriate permissions. The course is intended for Twinfield partners and subscribers, with a maximum of six delegates per group.
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Twinfield
Twinfield: Champions Consultancy (10091306/10091305)
This document outlines two consultancy sessions focused on onboarding with Twinfield software. Each 3-hour session aims to equip participants, particularly office champions, with practical skills for managing client integration, data migration, and utilizing Twinfield functionalities. Key objectives include navigating Twinfield, managing user roles, importing data, and setting up invoicing templates. Intended for Twinfield Partners and Subscribers, attendees should possess a good understanding of onboarding processes. Additional resources, including eLearning courses and webinars, are suggested for further learning.
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Twinfield
Twinfield: Implementation Consultancy (10091302)
This document outlines an implementation consultancy service aimed at helping businesses assess and adapt their financial systems. The consultancy session, lasting up to 3 hours, involves a thorough review of existing processes, software insights, and planning for migration to a new financial system, specifically Twinfield. Participants should have a solid understanding of bookkeeping and be prepared to discuss workflows and requirements. Key objectives include understanding software setup, policy impacts, and defining action plans for implementation. Resources for further learning and support are also provided.
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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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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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