startCCH Practice Management: Debtor Management and Smart Reports training (10091243)
How To

CCH Practice Management: Debtor Management and Smart Reports training (10091243)

CCH Practice Management
Last update: Reading time 2 minutes
Debtor ManagementTraining SessionsCourse OutlinesSmart Reports

    Overview

    This practical interactive  single online session  provides training in setup and maintenance of the key components of CCH Practice Management within CCH Central. 

    The training includes the configuration and management of your database, in line with your business requirements. 

    After completing this session you will be able to continue with the system maintenance and configuration changes of the database. 

    Course Duration: This session will last up to 3 hours.

    Key Objectives

    • The delegates will be able to record cash receipts and run basic Smart Reports.
    • To ensure system managers and administrators are able to perform month routines such as closing periods.

    Course Contents

    Session 1: Debtor Management and Smart Reports

    • Entering, allocation and posting cash receipts
    • Reversing cash receipts
    • Posting unallocated cash
    • Part payments
    • Adjustments and bad debts
    • Basic Smart Reports overview (editing, sorting, saving and adding)
    • Adding Smart Reports as favourites
    • Editing Debtor Statement i.e. adding Practice Logo and bank details
    • Other reports including Aged Debtors/WIP, Missing Timesheets, Debtors Statements
    • Month End routine including closing periods, forward dating draft bills and recap on Processing Time Setup

    Pre-requisites

    Attendees should adhere to the Training session Guidelines.

    All attendees should have a good understanding of CCH Central with appropriate task permissions.

    Billing setup and Champion/Super User billing processing consultancy should have already taken place prior to this session.

    Who is this course designed for?

    Employees / CCH users who have responsibility for managing CCH Central and/or CCH Practice Management. 
    System administrators. 
     

    Note: This session is designed to be one session,  or can be combined with the additional Billing processing session when onsite.

    Useful Resources

    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.