How To
The Supplier page
CCH Practice Management
The Supplier page has a number of tabs that are used to store specific information. These tabs group information together in a logical manner, so that details are easy to retrieve.
There are eight tabs in the Supplier page, as listed below. Click on them for detailed information.
Changing a supplier's name and code
You can change a supplier name, or type (person or organisation) or code from this page by clicking in the Supplier Name or Supplier Code fields. You can then access the Amend Supplier Namewindow where you can type over the current information and then OK to change it. A warning icon 
The Task bar
When the Supplier page is displayed, the options available on the Task Bar are:
- Refresh
- Click to refresh the contents of the supplier page.
- Reopen Supplier
- Click to reopen a supplier that has previously been closed.
- Close Supplier
- Click to close the selected supplier record. This will remove the supplier from the supplier list. A supplier with unpaid bills/invoices cannot be closed.
- Delete Supplier
- Click to delete the selected supplier. A supplier with unpaid bills/invoices cannot be deleted.
Activity Task items
- Click one of the available tasks to open the Task Detail page and define a task for the supplier.
- Convert to Contact
- Click to change the supplier into a contact. A supplier with unpaid bills/invoices cannot be converted to a contact.
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.