Insolvency Filing and CCH Document Management

CCH Document Management is one of the leading products for the UK Accountancy profession.  It does all the things you’d expect of a Document Management product, but it’s key strength is the high degree of integration with the ‘CCH Central’ suite of products.CCH Document Logo

CCH Central is a framework into which each of the CCH products can be ‘plugged’.  They all share a common set of screens and a common database, and each product benefits from the presence of its siblings so that the overall utility of the suite grows exponentially as you purchase new elements of the suite.

If you have CCH Central (core client database) and CCH Practice Management (Time & Fees), and you then add CCH Document Management, the document management functions appear as extra features and screens within the existing software.   There is no new desktop icon, just a set of extensions to the software you already have open on your PC all day anyway.    The new product already ‘knows’ about your clients and contacts the very first time it loads up, and automatically makes use of that data.

When you file a document into any Document Management system, you must complete a database record for the new document.  This can be considered as an ‘Index Card’ for the document, and no document can be filed without one (The industry term is ‘Metadata’ : data about data).     In the case of CCH Document Management,  the document metadata is intimately connected to the rest of the CCH Central database.   If you have created a ‘Personal Tax’ assignment against some clients in your Time & Fees setup, then CCH Document Management knows this, and offers to apply this information against any document filed to a Personal Tax client.   It also knows what tax years you are currently working on, and also offers to code the document to the right one – All very neat.


What if your filing requirements don’t match nicely with your Time & Fees analysis codes?  Insolvency (or Corporate Recovery as fashion dictates we now call it) typically uses a quite extensive filing structure, while simultaneously running a fairly simple Time & Fees design.  The demands of SIP9 are not that complicated, but insolvency files often are.    In these situations, CCH’s use of Time & Fees analysis to drive document filing can cause one or two challenges.

I have prepared a White Paper that discusses two approaches for configuring CCH Document Management to successfully support the needs of a Corporate Recovery division alongside those of a general practice. It describes how the software will appear for users, how to configure the software, and highlights the relative advantages and disadvantages of the two approaches.

To download a free copy (PDF 1.2Mb) click the link below…

Implementing Insolvency Filing in CCH DM

Windows 8 – Using it for real

I’ve been playing with Windows 8 for a while now, and I recently installed the ‘Consumer Preview’ onto my day-to-day laptop.

A lot of Windows 8 is based on Windows 7.  This is not a bad thing, and Windows 7 is the best Operating System Microsoft have ever produced.  Windows 8 has the SAME hardware demands as Windows 7, along with some enhancements to, for example, make it boot up even faster.  My four-year old laptop starts up in HALF the time it did with Windows 7.

The biggest change, is, of course, the new ‘Start Screen’.   This replaces the old start button & menu that has been sitting at the bottom left of our screens since Windows 95. The Start Screen is a sideways scrolling array of ’tiles’ of assorted colours.  Each tile is pretty much the same as the icons you have on your start menu.  If you click the ‘Microsoft Word’ tile, then Word will launch and appear just as it always has.    Microsoft are also encouraging the development of a new range of touch-compatible programs that will use the same look and feel as the Start Screen.

The Start Screen appears as soon as you log in to your computer, and can be called up in the same way as the old start menu (By clicking your mouse in the bottom-left corner of the screen, or by tapping the ‘Windows key’ on your keyboard).

With some extra development work, software suppliers can customise their program’s tiles to contain information – status updates, summary information, and so on.   The Start Screen then starts to become a constantly changing ‘dashboard’ as well as a menu.   Microsoft have created some simple programs to demonstrate this in action (showing my next Outlook appointment, and listing any unread emails, for example).

You can decide what tiles you want to see on your Start Screen, and how they are laid out.   Anything you don’t use (all those little utilities and configuration tools that clutter up the Windows start menu, for example) can be relegated to a hidden ‘All Apps’ screen that you never have to look at).

You can also organise your Start Screen into groups of tiles with a common theme.  I, for example, have created a ‘Work’ group and a ‘Personal’ group (as well as a third group  for ‘Stuff I don’t use very much’!

So – Instead of having a desktop with ‘shortcuts’ for your regularly used programs, documents, and web-sites – you create tiles instead – organising them into groups as appropriate.  On the ‘Work’ section of my Start Screen,  I have, for example, added a tile for AccountingWeb, and one that takes me to my ‘Clients’ folder.

If I start to type on the keyboard, Windows immediately starts to perform a search of all the items on my Start Screen.   So, if I want to launch Windows Calculator, for example, I only need type ‘cal’ and the screen instantly changes to display only those applications that have ‘cal’ in their name.

The Start Screen, then, is your computer’s Home Page and menu system rolled into one.   It has clearly been designed with touch-screens in mind, but in practice,  I’ve found few problems using mouse and keyboard on my laptop.

Where’s my desktop?

When you click on a tile to launch (for example) Microsoft Word – Windows 8 then reverts to more familiar territory.    Your programs appear much as they do in Windows 7.

You can have shortcuts and icons on your desktop, you can have multiple windows open, and you have the old taskbar at the bottom of the screen.   Using the computer for actual work, then, remains pretty much the same as before.   There is no ‘Start’ button in the bottom-left, however, as the start menu no longer exists.


There has been much discussion about the slightly schizophrenic nature of Windows 8.  On the one hand, you have this new finger-friendly Start Screen with its whizzy tiles, and yet most of the business software you will launch from that screen demands ‘old Windows’  desktop and keybaord and mouse to work properly.    So, what is Windows 8 really about?

Windows 8 is the first step in a move towards a new generation of touch-screen tablets that are also ‘proper’ computers.  It’s also a reaction to the success of the iPad.    A lot of the fancy features of the Start Screen are about competing with Apple for the HOME computing market – where simplicity and visual impact matter and where the idea of seeing your Facebook updates alongside slideshows of your holiday snaps is very powerful.    Imagine a Windows 8 touchscreen on the wall of your kitchen, with touchscreen access to email, family calendar, Facebook, Twitter, weather, photos, recipes, TV shows, etc.

In the business arena, the argument is less clear (for now).   Windows 8 will only really offer benefits with a new generation of computers that can act as both tablet AND desktop PC.   Taking the tablet out of its docking station to go to meetings or client visits (and using the touch screen) and then returning it to its dock when you get back to your desk and switch to a mouse and keyboard.  iPads are starting to make inroads into business life for note taking, email and reference on the move.  Windows 8 is Microsoft’s fightback.

Windows 8 really starts to come alive (and make sense) when used with a touch screen.   In short – If you have existing kit running older versions of Windows, I’m not convinced there is a business case for upgrading.  A few years from now, however,  the idea of being able to operate a single bit of kit as both tablet and desktop will be quite compelling.