startCCH Practice Management: enhanced - billing training online (10133815)
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CCH Practice Management: enhanced - billing training online (10133815)

CCH Practice Management
Last update: Reading time 1 minutes
Training SessionsCourse OutlinesCCH Packs

    Overview

    Build knowledge of CCH Practice Management to prepare and finalise chargeable work to clients. Look at the time authorisation process and the full CCH Billing capabilities. 

    Prerequisites

    Completion of both CCH Central: essentials and CCH Practice Management: essentials 

    Objectives

    How to authorise Timesheets, Expenses, and Disbursements of their staff, access the prebilling reports, and the Billing capabilities within CCH.  

    Course duration

    3 hours

    Cloudshare: This course will be delivered using an interactive hosted training environment called CloudShare.
    CloudShare provides a standardised virtual training environment for each attendee, enabling hands on interaction during the training session. You will receive a comprehensive set of instructions and recommendations prior to the training.

    Course contents

    • Authorise Timesheets, Expenses, and Disbursements
    • Access the prebilling reports
    • Basic Billing
    • Estimates to complete (interim bills) and miscellaneous charges
    • Reversing bills
    • Group and bulk Billing
    • Sending Bills. 

    Who is this course designed for?

    Users authorising Timesheets or involved in the Billing process. 

     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
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    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.
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