How To
Main Menu
CCH Central
The Main Menu is always displayed at the top of pages and windows.
Options on the Main Menu
Click:
- File to create new contact, client and employee records, open previous records opened, logoff or exit the application.
- Favourites to organise and run the reports that you have designated as favourites in CCH Smart Reports or Reporting.
- Tasks to provide you with one-click navigation to different features.
- Other applications will appear to access other applications which are licensed.
- Windows to establish all currently open pages, or bring a page to the front, or close them all.
- Billing and Bookkeeping will appear to access those areas for Practice Management licenses only.
- Support to access the Online Help and Support Centre area: Knowledge base, Log call, User Voice and e-Learning.
Related documents
CCH Central Suite Update Guide (Latest Offline Version)
The document outlines the process for using the Central Suite Installer Offline (CSI Offline) for customers with specific IT requirements that prevent internet updates. It provides detailed instructions for installing updates to the Central Suite, including necessary prerequisites, folder structure, and the installation steps. Key points include ensuring Microsoft SQL Server is supported, confirming .NET Framework requirements, and the importance of backups before starting the update. The document also highlights the need for administrator rights, handling database upgrades, and checking for office plugin updates, particularly for users of CCH Document Management.
CCH Central Suite 2026.3 Update Guide
This guide explains how to update an existing install of the CCH Central Suite to the latest version 2026.3 (including Service Packs and Hotfixes) using the Central Suite Installer (CSI).
CCH Central 2026.3 Release Notes
CCH Central 2026.3 Release Notes
Central Suite Installer (CSI) instructions
The document announces the update of the Central Suite Installer (CSI) for the CCH Central Suite, now compatible with the latest releases and service packs and hotfixes of various CCH applications. Key points include prerequisites for installation, compatibility information, and the necessity for proper backup before proceeding with the update. It highlights specific requirements for Microsoft components, and it warns users of CCH Accounts Production regarding regional settings for date format. Support options are mentioned for users seeking assistance during the update process. Release notes are accessible for detailed information on the updates.
CCH Central 2026.210 Service Pack
CCH Central 2026.210 Service Pack