Overview
CCH Workpapers streamline the process of completing annual financials for accounting professionals. Key tasks such as journal creation and workpaper reconciliation are automated to save time and improve accuracy.
Built using the power and flexibility of Excel, our workpaper templates are easily customizable. Comprising over 60 templates, you can rest assured we have a workpaper template for every task.
CCH Workpapers NZ + Xero
Importing GL data (& refreshing GL data) pulls in this year and last year’s trial balance values, all chart of account names and GST indicators. The trial balance date is based on the balance date as entered on the Workbench sheet in your CCH Workpapers Excel file.
Uploading journals from CCH Workpapers journal sheets to Xero adds journals as a draft manual journal in Xero, ready for you to review and post.
Getting started
Connecting to Xero from CCH Workpapers is simple. Select Xero – API as your system type on the CCH Workpapers Setup sheet then click the Import GL data button on the CCH Workpapers tab in your Excel ribbon. Your default browser will open and you will be prompted to authorise the CCH Workpapers app to connect to your selected client. And that’s it – you’re connected!
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