Adding a new job to CCH Insolvency

Last modified 07:53, 24 Apr 2017

Overview

This scenario will take you through all the steps of adding a creditors’ voluntary liquidation job with two joint appointees.

You will enter the job information, select a workteam of users, produce appointment documents, and select a chart of accounts for the Job.

Selecting the new job type

In this exercise you will enter the Job information, select the job type and assign the appointees.

1.    From the toolbar select New > Job.  The New Job Wizard will appear.

2.    Select Creditors Voluntary Liquidation as the job type:

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob1.png

Click [Next].

3.    Confirm whether the job is a company or a partnership :

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob2.png

Click [Finish]

Completing the job details

4.    If the practice has several offices, the next step requires that the relevant office that is to administer the job is selected.  If the practice has only one office, the practice name is pre-completed.  Click [Next].

5.    Enter following details:

Field

Value

Full Name

[Company name of your choice] Limited

Short Name

First word of your company name ([your initials])

Company Registered Number

7654321

Trading name

 

Industry type

 

Nature of business

 

Note

The Short Name identified the job generally and is used as part of the letterhead reference in standard documentation.  Your practice may already have similar references for its jobs, in which case, that reference should be used.

6.     Compare your input with the example below.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob3.png

7.    Click [Next] and the previous appointees screen will be shown.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob4.png

In this case, there are no prior appointees, so click [Next].

8.    The next screen enables work teams to be assigned to the job, together with reporting managers and users.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob6.png

Note

The work teams should have already been set up by the system administrator.  At this stage, individuals can be added in specialised roles in this job only.  Users assigned to a job as part of a work team or otherwise can be added or removed at a later date.

In this example, the practices main work team has been selected.  Click [Next].

9.    The next screen will vary depending on the job type.  As the job setup wizard was started for a CVL, only fields with relevance to a CVL will be shown:

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob7.png

10.    Enter the appointment details by clicking the ellipsis button at the end of the Appt. Method field.  The Appointment Details window will appear.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob8.png

11.    Choose “Appointment by Members” and enter today’s date against the Members Resolution Date field.

Click [OK].

Tip

An easy way to enter today’s date is by simply typing “t” in any Date field.

The Start Date should also be entered at this point.

12.    If there is only one appointee at the practice, that person’s details will be pre-completed at this stage.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob9.png

If the job is intended to be a joint appointment, a second appointee may now be added.  Click the [Add] button to add one or more additional appointees.

13.    Select an Appointee and enter the Appointment Type and Appointment Date.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob10.png

14.    Enter two of the available appointees, using “Joint” as the Appointment Type.  Today’s date is automatically entered for the Appointment Date.  Click [OK].

Note

At least one of these appointees needs to be ticked : File:test/insolvency/030_1+Jobs/020_Adding+a+job/clip_image032.gif.

15.    Click [Next] to continue the New Job Wizard.

16.    Enter the details of any contacts or counterparties associated with the job.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob11.png

These details may be added later, if more convenient.  Click [Next].

17.    The next screen allows you to enter the VAT registration number for the job, or mark the job as not registered for VAT.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob12.png

The VAT Registration number is checked internally to ensure it is validly formed and, if incorrect, it will display a warning.

The VAT information may be updated at any time and as the warning is not critical and can be ignored for the time being by clicking [Continue].

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob13.png

Note

This check only confirms that the VAT number is validly formed, not necessarily whether it is correct for that particular entity.

18.    Information pertinent to the job may now be added.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob14.png

The system administrator can determine whether this information that is entered here is required (in which case, you will not be able to progress beyond here without entering some data) or not, or if that field is shown here at all.

This information may be added to or altered at any time.

19.    Add the Job’s address.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob15.png

The Job’s address is used as the postage address for the Company.  It is used for invoices and is not necessarily the Practice’s Address.

The Practice Addresses and Numbers will default.  Confirm the Job’s Address and click [Next].

Note

The Job Address is different to the Practice Address. When producing mail merge documents, most return correspondence will be appropriately directed to the Practice Address. (There are separate replace fields for the Practice Address).

20.    The next screen is for details of the Redundancy Payments Office (‘RPO’) to be added.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob16.png

If employees claims are to be added (the subject of a later module), the system requires that the RPO’s details also be added to take the RPO’s subrogated claim.

21.    Select Chart of Accounts from the drop down menu and click [Next].

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob17.png

The system allows for any number of charts of accounts to be available, but only one is marked as ‘default’.

Click [Next] to continue.

22.    The next screen permits details of the share class of the company, e.g., £1 Ordinary shares, to be added.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob18.png

Any number of different share classes may be added, and a share class is required to add shareholders at this stage.  Click [Add] to add a new share class or click [Next] to continue.  In this case, we will add a new share class:

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob19.png

Click [OK] and you will see the share class has been created.  Double click on the share class:

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob20.png

You can now enter individual shareholders.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob21.png

Click [Add New Shareholders] and enter the address of the shareholder.  Click Shareholdings, then [Add].

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob22.png

Note

The nominal value and paid up value are automatically calculated from the par value of the shares and the shareholding.

Click [OK] to exit this screen, then click [Save and New] to enter another shareholder, or [Save and Exit].

Click [Exit] to leave the shareholder screen to continue the wizard.

23.    The next screen provides document to be produced as part of the job setup.  The documents shown here are job type specific and can be added to or removed as required.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob23.png

You may double click on Form AD01 to preview or click [Next] to continue with the wizard.

24.    Depending on how the system is set up, you may be requested to forward the document for authorisation.

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob24.png

25.    Depending on how the document authorisation is set up, you may or may not receive a warning:

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob25.png

In this case, the warning is non-critical and can be ignored.  Click [Continue].

File:test/insolvency/030_1+Jobs/020_Adding+a+job/NewJob26.png

26.    All steps are complete. Click [Finish] to finalise the job creation wizard.

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