startCCH Practice Management: essentials training online (10133814)
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CCH Practice Management: essentials training online (10133814)

CCH Practice Management
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Training SessionsCourse OutlinesCCH Packs

    Overview

    This course is designed for all staff members who complete Timesheets within the practice. This course covers how to create and submit Timesheets, Expenses, and Disbursements and the shortcuts available using the CCH Homepages. 

    Prerequisites

    All CCH Practice Management implementations completed and internal process agreed 

    Objectives

    How to create Timesheets, Expenses, and Disbursement sheets
    How to manage and submit Timesheets, Expenses, and Disbursements 
    How the CCH homepages can help them with the above. 

    Course duration

    2 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

    • Assignments and Job structure
    • CCH Practice Management homepages
    • Timesheets
    • Expenses
    • Disbursements
    • Month end processes. 

    Who is this course designed for?

    Users of timesheets, expenses or disbursements.  

    Useful Resources

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