How To
CCH Practice Management: Bill Processing end user training (10098966)
CCH Practice Management
Overview
This practical interactive course provides training in creating draft bills, as well as authorising and posting where appropriate.
The training includes navigation of the billing screens as well as associated WIP reports and Homepage functions.
When taken online, this course will consist of one session.
Course Duration: This session will last up to 3 hours.
After completing this course, users will be able to raise bills using the software.
Key objectives
- The delegates will be able to view WIP reports create and submit a draft bill for approval
- Bill authorisers will be able to authorise and post bills
Course Contents
Session: Bill Processing for End Users
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Pre-requisites
Attendees should adhere to the Training session Guidelines.
All attendees should have a good understanding of CCH Central
All attendees should have a basic understanding of WIP and bill processes along with appropriate task permissions.
Who is this course designed for?
- Employees / CCH users who have responsibility for creating and/or Authorising and Posting Draft Bills within CCH Practice Management.
- Bill raisers
- Bill authorisers
Useful Resources
- eLearning courses - online courses that provide you with an overview and insight into our software
- Webinars - sessions for you to attend and learn from
- Customer Onboarding Glossary - Our terminology explained for customers
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
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