Welcome

Last modified 15:35, 9 May 2017

Overview

Fully integrated into the statutory database tree within CCH Accounts Production, CCH Working Paper Management is a Central module that delivers an easy, paperless way to manage, store and access the working papers for each of your clients.

It provides a simple and effective way of keeping track of all source documents accountants need to keep as evidence when producing sets of accounts

Features

  • CCH Working Paper Management offers the facility for users to create working papers from both templates and existing documents and also provides both completion and review facilities through the use of ‘sticky note’ and sign-off functionality.
    • Working Papers can be customised at a master pack or client level
  • Review points are attached directly to figures in the accounts and are easily displayed on the summary panel at the front of the client file within CCH Accounts Production

Benefits

  • Working paper formats are standardised across the practice to ensure a consistent approach to all accounts jobs
  • Both master packs and templates can be customised to suit the needs of your practice
  • Working papers for a client are all stored in one place. The problem of having multiple versions of spreadsheets on your network or staff’s local drives is removed
  • Review points are clearly displayed for managers/partners to view/sign off enabling them to quickly determine if there’s any work outstanding on the client and view the overall status of the file
  • There will no longer be multiple requests to clients for the same information
  • Transparency will be improved within the team of where they’re up to with a job and any issues they may have
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