Preferences and Settings
Navigate and learn about the tool bar, task bar and other useful functions to enable you to start using CCH Central.
Last update: CCH Central
Navigation in CCH Central
The document serves as a navigation guide for CCH Central's landing page. It outlines its key components, including the Main Menu, Task Bar, Toolbar (which can be repositioned), Tab Bar (indicating the current page), and the Content Area, which displays relevant information. Each section includes links for further details, guiding users on how to effectively utilize the interface for improved navigation and access to tasks within the platform.
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Main Menu
The document outlines the features of the Main Menu in an application, which is consistently displayed at the top of pages. Key options include "File" for managing records, "Favourites" for organizing reports, "Tasks" for quick navigation, "Other applications" for accessing licensed tools, "Windows" for managing open pages, "Billing and Bookkeeping" for practice management features, and "Support" for accessing help resources. An image of the Main Menu is also included for reference.
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Main tab
The Main tab provides essential contact details for clients, including editable fields such as aliases, notes, creation dates, and personal information like birthdates. It includes options to copy addresses and manage demographic data through fields specific to individuals. Important date fields, such as “Became Client” and “Year End,” are also featured, along with tax-related information like tax type, registration number, and tax reference. Primary address and phone details are managed separately in the Addresses tab.
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Task Bar
The document provides a detailed overview of the Task Bar in the CCH Central application, highlighting its position, functionality, and customization options. The Task Bar, located between the main menu and toolbar, updates dynamically based on the open window, offering one-click access to main features such as Clients, Contacts, Assignments, Employees, and Smart Reports. Users can minimize or expand the Task Bar and can access third-party applications through it. Instructions for launching specific applications like CCH iXBRL Review and Tag are also included.
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Toolbar
This document discusses the features and placement of a toolbar within a content area, which can be positioned either at the top or bottom. Key toolbar items include Home, Contacts, Clients, Assignments, Employees, Reporting, and Smart Reports. It also notes that additional options may appear based on installed licenses and plug-ins, such as Suppliers, Campaigns, Scan, and Documents. The document includes a visual representation of the toolbar for clarity.
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The Field Chooser
This document provides instructions on how to utilize the Field Chooser feature in the Report Designer. Users can select and drag fields from the Properties section into their report layout. It explains how to navigate the field listings by expanding and collapsing them, based on the report's category and subcategory. A visual reference of the Field Selector is also included to assist users.
CCH Central
The Report Fields Window
The document provides instructions for using the Report Fields window to set filters when generating reports. Users can select values from dropdown lists or type them directly. Once filters are set, clicking "OK" runs the report and opens a preview, or reports can be exported to Excel. It emphasizes making valid selections from dropdowns to ensure accuracy but also notes that users can bypass filters by clicking "OK" to display all data.
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Setting up CCH Central
This document outlines the Maintenance area within the CCH Central system, detailing how it can be configured and maintained to suit practice needs. It describes the structure of menus and submenus, including options for setting up company information, employee categories, security permissions, and document creation settings. The system administrator is tasked with ensuring the system operates correctly and securely. Additionally, it advises that access to the maintenance area should be limited to prevent unintended changes impacting the application. For uncertainties, consulting a CCH expert is recommended.
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Useful Shortcuts
The document provides a list of useful keyboard shortcuts applicable across system modules. It details keystrokes such as clicking on column headings for sorting, using [Ctrl] with clicks and keys for various functions like copying, pasting, and navigating data entry lines. Key shortcuts also include [Ctrl + Enter] to finalize entries and [Home] and [End] for moving to the beginning or end of a line. These shortcuts aim to enhance efficiency in data management and navigation within the system.
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Using Tabs
The document outlines the tabbed interface of the CCH Central software, detailing how information is organized in tabs for various records like contacts, clients, assignments, suppliers, and employees. Key features include right-click options for tab management such as closing, detaching, and reordering tabs, along with customization options for displayed tabs and styles (scrolling or multi-line). The Tab Chooser functionality is highlighted, which allows users to select and arrange tabs, requiring specific permissions for access.
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Responsibility tab
The document outlines the functionality of the Responsibility tab in the Contact and Client pages, which is used to manage information regarding team members assigned to client work. Users can define roles such as Client Manager or Junior Accountant, which are maintained by a system administrator. The document details the process for adding team members, specifying responsibilities, and managing partner allocations, including start and end dates. Additional fields allow for department, office, and company assignments, as well as client-specific notes. Overall, it serves as a guide for setting up responsibilities for client management.
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To Do tab
The document outlines the features of the "To Do" tab, where users can view and update tasks associated with a chosen Contact or Client. Users can filter tasks by status (Not Started, Planned, In Progress, Complete) and due dates. It also provides options to create new tasks through a menu defined by system administrators, including activities like appointments, emails, and phone calls. Additionally, tasks can be accessed and created directly from the "Find" page.
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Tasks Homepages - Advance Filters
The document outlines the introduction of an Advanced Filter on the Tasks homepage, replacing right-mouse click options for improved task management. Users can access this filter by clicking the 'No Filter' hyperlink and must reapply custom settings after an upgrade. The default view displays all outstanding tasks, while specific criteria allow users to filter tasks based on completion, start, and end dates. Features like 'My started tasks' are removed, and 'My team tasks' will be added in a future release. Task assignment can be tracked through the Advanced Filter.
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PIN Management
The document details the PIN Management screen, accessible via the main menu under File > Help > About > PIN Management, specifically for users with the relevant task permission. It highlights three main functions: the "Update" button for changing client codes and passwords, the "Download" button for fetching a PIN online, and the "Import" button for uploading a PIN from a file when necessary. All functions are crucial for managing secure PINs effectively within the system.
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CCH iFirm Console
Using the CCH iFirm Service console
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Smart Report Filters
This document provides a comprehensive guide on applying filters in report generation. It explains the use of predefined filters, including methods to add them and specific expressions like "Like," "Null," "In," and "Between" to refine data results. Additionally, the document details how to create filter prompts for user input and offers tips for managing report data. Instructions for deleting filters and maximizing filtering capabilities in reports are also included. Overall, it serves as a practical resource for efficiently managing report data through filtering techniques.
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Rich Text Spell Checker
The Rich Text Spell Checker automatically highlights spelling errors in text entries with a red underline. If errors are not highlighted, users should check with their System Administrator regarding configuration settings. To correct errors, users can right-click the underlined word for suggested corrections. If a desired word is not suggested, it may not be in the dictionary; users can add it or choose to ignore the error to remove the underline.
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Customising CCH Central
This document provides guidance on using configuration keys within the CCH Central system, outlining their role in managing system functionality and administration. It details the responsibilities of the system administrator for maintaining and setting up these keys, and emphasizes that all configuration fields are free-text, which requires accuracy for proper system operation. The document includes examples of configuration keys and instructions for setting them up, as well as information on enabling third-party applications to work with CCH Central. For further assistance, users are advised to contact CCH Support.
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Configuration Keys (CCH Reporting)
The document explains the configuration key "ReportingEditRows" in the Reporting module, which allows users to preview a specified number of rows (default set to 20) while designing reports. Users can adjust this value to increase or decrease the number of preview rows displayed. It provides navigation instructions to amend the key and notes that the new value becomes active after restarting CCH Central.