How To
Authorising and posting from your Home Page
CCH Practice Management
Authorise and Posting from your Home Page
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Go to your Home Page.
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Right-click the WIP Approval list.
An example of the WIP Approval listing on a Home Page.
The sort options appear.
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Select WIP Items to approve in the window.
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Click the Status heading to group the Submitted items.
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Select the check box beside each Submitted item that you want to authorise and post.
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Click the Authorise
button .
The selected items are marked Authorised. -
Click the Post
button.
The items are removed
The items will appear in the Aged WIP.
Users will see a Field Chooser option within the right-click menu (as above), from which additional fields can be added. For example, Employee Company, Office, Department and Centre.
Related
If your Home Page is customised to show the Approve option, you can authorise and post more than one Timesheet, Disbursement Sheet and Expense Sheet at a time.
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.
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