Week 31: Unfinalizing a CCH Binder

Tuesday, February 16, 2021

How to Unfinalize a CCH Binder

1. From Citrix Workspace, open CCH ProSystem fx Engagement Admin.
   
2. Login to the Admin console:
   1. Login name: WCPA
   2. Enter the password for the WCPA account.
   3. Click OK to login.
      
3. To unfinalize the binder:
   1. Locate the client in the Central File Room.
   2. Right-click the binder to be unfinalized.
   3. Select Unfinalize Binder… from the menu.
      
4. At the confirmation window, click Yes to proceed.
   
5. The binder will be unfinalized and marked In Process.