Maintenance Menu

The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.

• Using the Maintenance menu

  The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.

• Address/Phone

  • Setting up a new Address Type
  • Edit an Address Type
  • Setting up Phone Numbers, Website and Email Addresses

• Client/Supplier

  • Client Tax Rates
  • Tax Rates
  • Client/Supplier: Dispute Types
  • Client/Supplier: Payment Type
  • Client/Supplier: Setting up Alias Types
  • Using Account Status

• Documents

  Creating Document Styles

  • Bill covering letter setup
  • Defining Document Creation Settings (CCH Practice Management)
  • Document Styles
  • Setting up a Remittance Template
• Managing and deleting Document Styles
  • Document Mailing Settings
  • Master Paragraphs

• Employee

  • Setting up a new Charge Rate Type
  • Setting up an Employee Category
  • Delete an Employee Category
  • Employee Leave Types
  • Setting up Time Units
  • Setting up Over Time Types
  • Deleting a Time Unit

• Internal

  • Association Types
  • Centres
  • Companies
  • Departments
  • Offices
  • Partner
  • Responsibility Types

• Ledger Maintenance

  The Ledger Maintenance menu option allows you to set up the defaults for the Supplier > Defaults tab. For all new suppliers created in the system, these options define the: Payment Terms Payment Type Nominal Account Tax Rate The default values can be overridden by choosing another value from the selected Supplier > Default tab.

  • Setting up Company Code Nominal
  • Setting up Company Nominal Accounts
  • Setting up Ledger defaults
  • Creating new Nominal Codes

• Miscellaneous

  • Bill Sequencing
  • Fee Dimension criteria
  • Setting up Task Codes
  • Defining Miscellaneous settings
  • Deleting a Bill Sequence

• Security

  • Using Security
  • Symbols used in Security Settings
  • Setting up Assignment Data Security
  • Setting up Assignment Team Security
  • Security Groups
  • Set up Task Permissions
  • Adding an employee to an Employee Security Group
  • How to Delete a Security Group
  • How to Edit Employee Group Security

• Time Setup

  Using the Processing Time Setup window, you can add and maintain Accounting periods, Time periods and Time Processing Categories for selection and use on Timesheets. You can: Set up a new Accounting Year Edit an Accounting Year Set up a new Accounting Period Edit an Accounting Period Set up a new Time Processing Category Edit a Time Processing Category Delete an Accounting Year, Time period or Time Processing Category

  • Setting up Timesheet Authorisation Operation Mode
  • Accounting Year creation and maintenance
  • Time Processing Period creation and maintenance

• User Defined

  • Editing Aged Debt Bands
  • Configuration Keys
  • Custom Categories
  • Adding a Configuration Key
  • Custom Fields
  • Deleting Custom Categories
  • Deleting a Custom Field
  • Links to third party applications
  • Changing application terms to practice terms
  • System reports list