How To
Suppliers
CCH Practice Management
- Working with Suppliers
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- Add New Supplier Wizard
- Add New Supplier Wizard - Step 4
- How to add a note to a supplier record
- How to add a supplier alias
- How to change a supplier to a contact
- How to close a supplier
- How to create a supplier
- How to delete a note from a supplier record
- How to delete a supplier
- How to delete a supplier alias
- How to edit a note in a supplier record
- How to edit supplier defaults
- How to preview and print a note in a supplier record
- How to remove an association from a supplier record
- How to reopen a supplier
- How to search for and open a supplier record
- How to set up supplier defaults
- How to view supplier details
- How To...
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- How to add a new document from a template
- How to add a new document template
- How to add an association to a new contact or client
- How to add an association to an existing contact or client
- How to add or edit phone and email details for a supplier
- How to remove document links
- Add a note
- Add employees
- Delete employee
- Edit dates
- Modify the team
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.