startCCH Practice Management: Central and Timesheet end user training (10091247)
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CCH Practice Management: Central and Timesheet end user training (10091247)

CCH Practice Management
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TimesheetsTraining SessionsCourse Outlines

    Overview

    This practical interactive course provides a training in using Timesheets as part of a key component of CCH Practice Management within CCH Central. 

    The training includes navigation of CCH Central and CCH Practice Management creating, logging and authorisation of timesheets.

    Course Duration: If taken online, this course will consist of one session. Onsite training will be delivered in blocks of two consecutive sessions. Each session will last up to 3 hours.

    After completing this course, users will be able to continue with the use of the Timesheet module. 

    Key Objectives

    • The delegates will be able to access and confidently use CCH Central.
    • Ensure delegates can enter their timesheets within CCH Practice Management in line with company policy and procedures.

    Course Contents

    Session:Central overview and timesheet training for end users

    • Introduction to Central
      • Accessing CCH Central
        Basic Central navigation; tabs, screen, grids and home pages
        Using Find Clients and Find Contacts screen and the field chooser
        Using the advanced search and saving lists
    • Timesheet entry
    • Timesheet authorisation and posting
    • Disbursement entry

    Pre-requisites

    Attendees should adhere to the Training session Guidelines.

    All attendees should have a good understanding of CCH Central with appropriate task permissions.

    Who is this course designed for? 

    System administrators 
    Timesheet users. 
    CCH users / employees that have responsibility for managing CCH Central and/or CCH Practice Management.

    Note: This training is available either online or onsite, onsite training will be two sessions. Online training will be a single session. 

    Useful Resources

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