Responsibility
CCH Central provides all the functionality of a contact system plus additional tools for practice management. It also provides a platform for other CCH applications which extends their functionality.
Last update: CCH Central
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.
CCH Central
Adding a team for a contact or client
This document provides a step-by-step guide for recording a team for a client using CCH Central. It outlines how to access the client’s contact page, assign team responsibilities, and apply team security features to ensure client anonymity. Users are instructed to search for employees, departments, offices, and companies and allocate responsibilities accordingly. Additionally, there are notes on amending responsibilities and details on the implications of team security settings, which restrict access to selected team members only.
CCH Central
Adding a partner for a contact or client
This document provides a step-by-step guide on how to add responsibilities to a contact or client record within a system. Users are instructed to navigate to the Contact or Client page, access the Responsibilities tab, and select the partner responsible by defining a start and end date. It emphasizes that a client can have only one partner assigned at a time, and proper date entries must be made to manage transitions between partners.
CCH Central
Deleting a Responsibility Type
This document provides a step-by-step guide on how to delete a Responsibility Type within a system. It details the process through the main menu, selecting the desired type, confirming the deletion, and saving changes. An important note highlights that a Responsibility Type that is currently in use cannot be deleted, as attempting to do so will result in an error message.
CCH Central
Setting up Responsibility Types
This document outlines the procedure for setting up job responsibilities within a practice's management system. It details how to access, modify, and create responsibility types, including assigning levels of seniority and allowing multiple selections for team members. The steps include navigating through the maintenance menu, entering descriptions, setting seniority levels, and configuring options for team member assignments. Additionally, there is a reference to the CCH Working Papers Management module for further configuration. Users are instructed to save changes upon completion.