startTimesheet and expenses online services package
How To

Timesheet and expenses online services package

CCH KPI Monitoring
Last update: Reading time 1 minutes
Training Sessions

    Overview

    Send missing timesheet alerts to employees and authoriser's automatically

    Prerequisites

    •    CCH Practice Management
    •    CCH KPI Monitoring (Alerts only or higher licence)
    •    Employee records must have a valid email address
    •    Employee records must be current (have an active primary stationed record)

    Objectives

    Delivery of:
    •    Daily alert for specific missing timesheets to each employee once overdue
    •    Daily summary of all outstanding timesheets to each employee
    •    Daily alert to timesheet authorisers showing submitted timesheets that are ready to approve
    •    Daily unposted expenses alert to employees
    •    Weekly unposted expense summary to each employee
    •    Daily alert to expense sheet authoriser's showing submitted expenses that are ready to approve

    Course Duration

    2 Sessions:

    First Service Appointment: 30 minutes. Pre-call with customer to ensure KPI Monitoring is installed and licenced. 
    Remote access to SQL server is required during the installation, as well as access to the KPI Monitoring portal.
    Second Service Appointment: 60 minutes. Consultant delivery of KPI package.

    Related documents

    KPI Monitoring: Terms and Conditions
    KPI Monitoring: Terms and Conditions
    CCH KPI Monitoring Upgrade v10.6.4
    This document is a guide for IT professionals on upgrading an existing installation of the KPI Monitoring software to the latest version (10.6.4). It outlines the necessary preparations, including checking the current version and backing up databases. The update process includes steps such as downloading the installer, running setup, and confirming the upgrade. It emphasizes the requirement for full administration rights and advises clearing the browser cache post-installation. Users must also obtain a password from support to access the installer. The guide ensures a systematic update and verification of the new version's installation.
    What is CCH KPI Monitoring?
    CCH KPI Monitoring is a Business Activity Monitoring software designed for accountants, automating redundant tasks and providing real-time business insights. It helps improve efficiency, minimize risks, and enhances decision-making by monitoring systems 24/7 and delivering customizable alerts for crucial business metrics. New features in version 10 include advanced alerting systems and reporting capabilities. The software allows firms to focus on growth by managing client-related information seamlessly. Additionally, case studies and an ROI calculator are available to demonstrate its effectiveness and potential benefits.
    CCH KPI Monitoring : Administration
    The KPI Monitoring Administration document details the functionalities of the KPI Monitoring Administration Module, which enables user access control, alert configurations, SQL Server reporting setup, integration with Exact Synergy, and holiday scheduling. It outlines the roles and user management system, including permissions for creating events and managing data access. The document also explains email, SMS, and report configurations, along with application settings for system diagnostics. Additionally, it covers linked servers for database connections, automated cleanup tasks, and provides guidelines for troubleshooting and technical support resources.
    CCH KPI Monitoring: Generating and Delivering Reports, Forms and Documents
    The document outlines the features and processes for generating and delivering reports, forms, and documents using KPI Monitoring. It details the capabilities of producing scheduled and triggered reports from Crystal Reports and SSRS without requiring installations on the monitoring server. Key points include the setup of report parameters, which types of data sources are compatible, guidelines for report generation and delivery, and methods for email and FTP distribution. It emphasizes the importance of designing triggers for data conditions and highlights the report creation process with examples, ensuring effective automation in business reporting.