CCH Practice Management has levels of integration with CCH Document Management, such as storing posted bills and VAT Receipts.

Billing integration with CCH Document Management

CCH Practice Management integrates with CCH Document Management in the way of automatically storing posted bills in a client's document centre. This is controlled by a configuration key:

Key Name Key Value Comment
PMDMEnable 1 Enable Document Management integration into Practice Management
PMDMEnable 0 Disables Document Management integration into Practice Management

Prerequisites

Your practice must be licenced for and using CCH Document Management along with the relevant system document types configured. For more information, please see your system administrator and view the user document relating to CCH Document Management.

Regeneration of Bills and VAT Receipts in CCH Document Management

If bills are uploaded to CCH Document Management and then subsequently destroyed, if that bill is then previewed by Practice Management, a new copy of the bill is uploaded to CCH Document Management.

This will only be necessary if there was an issue when the bill was originally uploaded.

The VAT Receipt works in the same manner.

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)
This course is designed for staff involved in completing Timesheets, Expenses, and Disbursements within the CCH Practice Management system. It covers the creation and submission processes, as well as utilizing CCH homepages for efficiency. Prerequisites include completed CCH implementations and internal agreement. The training lasts for two hours and is conducted via the interactive CloudShare platform. Topics include job structure, month-end processes, and practical hands-on exercises. Resources such as eLearning, videos, and webinars are also available to enhance learning.
Software and database installation (10091331)
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.