How To
Time Setup
CCH Practice Management
Using the Processing Time Setup window, you can add and maintain Accounting periods, Time periods and Time Processing Categories for selection and use on Timesheets.
You can:
Set up a new Accounting Year
Edit an Accounting Year
Set up a new Accounting Period
Edit an Accounting Period
Set up a new Time Processing Category
Edit a Time Processing Category
Delete an Accounting Year, Time period or Time Processing Category
Topics in this Section
- Setting up Timesheet Authorisation Operation Mode
- The Timesheet Authorisation Mode allows a flexible approach to authorising and billing time from Timesheets. It provides a choice between a sliding scale of authorisation processes — from the more controlled submit, authorise, post by employees with the authority to do so — to the employee posting time immediately it is entered. Posting moves the time into the WIP for billing to the client. Authorising means an authorised employee checks and validates entries on a timesheet. Submitting a timesheet makes the time available for authorisation. The time is unposted and cannot be billed unless set up for Project Based Authorisation or immediate WIP posting.
- Time Processing Period creation and maintenance
- Time Processing Period creation and Maintenance
Related documents
CCH Practice Management 2026.2: Release Notes
Release Notes for CCH Practice Management 2026.2
CCH Practice Management 2026.3: Release Notes
Release Notes for CCH Practice Management 2026.3
CCH Practice Management: enhanced - billing training online (10133815)
This document outlines a 3-hour training course on CCH Practice Management, focusing on the chargeable work process for clients. Participants will learn how to authorize timesheets, expenses, and disbursements, access prebilling reports, and utilize basic billing functionalities. The course is aimed at users involved in the billing process and requires prior completion of CCH Central and CCH Practice Management essentials courses. It will be delivered via an interactive environment called CloudShare. Additional resources such as eLearning courses, videos, and webinars are provided for further learning.
CCH Practice Management: essentials training online (10133814)
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This document outlines the installation process for software and a pre-configured database following an order confirmation. It emphasizes the importance of ensuring that the IT environment meets necessary hardware and software specifications, as well as the role of a Consultant in reviewing infrastructure and advising on deployment options. Key areas covered include SQL revisions, resource allocation for installations, workstation deployment methods, and scheduling installation access rights. Users are encouraged to review a hardware system requirements guide prior to installation discussions.