Tasks
Add new employees and learn how to work with them in CCH Central. The employee details page has tabs that are used to. store specific information for employees.
Last update: CCH Central
Filtering contacts or clients using Advanced Search
This document outlines the steps for using the Advanced Search feature on the Find Contacts and Find Clients screen to filter specific contacts or clients for mail merges, emails, or CCH OneClick messages. It details the process of setting criteria, applying filters, and viewing results. Users can add multiple filtering criteria, run mail merges, and clear searches as needed. The document provides visual aids, enhancing understanding of the filtering functionality in the software.
CCH Central
Stage 1 of 6 - Choose the output - eMail Merge Wizard
This document provides a step-by-step guide for users on how to initiate an email merge using the Find Contacts or Find Clients feature. Users can select recipients by checking boxes for individual contacts or all at once. The guide includes visual aids depicting the interface and instructions on progressing through the Mail Merge wizard stages. Users are advised to click on the Mail/Email Merge icon and select the output as "Letters" before proceeding to the next stages.
CCH Central
Allocating a Stage to an employee category
This document outlines the process of assigning employee categories to stages in a schedule within a system. By default, stages are set to "-UNSPECIFIED-", allowing any employee to log timesheets. For improved control, stages can be allocated to specific employee categories (e.g., Manager, Administration), which restricts timesheet creation to individuals within the chosen category. The document provides step-by-step instructions for changing the default category to a specific one for each stage in the schedule.
CCH Central
Rolling Forward a Schedule
The document outlines the process of "roll-forward" scheduling, which allows users to reuse and modify schedule information after completing a job. It details step-by-step instructions for finding an assignment, accessing the Schedule Roll Forward wizard, and selecting options for actual, allocated, or budgeted hours. Key actions include applying uplift percentages and modifying schedule details such as dates and budgets. It also provides guidance for using assignment schedule templates. A note clarifies that non-existent templates will not appear in the scheduling list.
CCH Central
Home Page
The document serves as a guide for using the Home Page of CCH Central, outlining its key components: the Main Menu, Toolbar, Task Bar, and Content Area. Users can customize their Home Page for quick access to tailored information, manage open pages through tabs, and copy graphs to external applications like Microsoft Excel or Word. Instructions for navigating, customizing views, and utilizing the Toolbox for arranging windows are provided, emphasizing that available features depend on user access permissions set by the system administrator.
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Assignment Types, Assignment Templates and Assignment Template Groups
This document outlines the concept of assignment types within a practice, categorizing them as chargeable or non-chargeable work. Key examples include accounts, personal tax, payroll, administration, and annual leave. It describes the functionality for setting up assignment types and templates in the Maintenance area or directly for clients. A note emphasizes that additional information can be found in the CCH Central module, alongside linked resources for related topics such as draft clients and the assignments tab.
CCH Central
Adding an employee to an Assignment Team
This document outlines the process of adding employees to an Assignment Team within an application. Users can either automate this addition or select team members manually. Key steps include finding the relevant assignment, accessing the Assignment Details page, locating the Assignment Team panel, and assigning employees while specifying their responsibilities. The procedure concludes with confirming the changes.
CCH Central
Add Assignment Wizard - Assignment and Schedules Mode
This document provides a detailed guide for adding assignments and schedules within the Assignments and Schedules job mode. It outlines the process for creating an assignment using either a template or ad hoc method, including steps to select clients, templates, and enter relevant details such as description and schedule. Instructions for navigating through the interface and shortcuts to access various options are included. Additionally, it emphasizes that all information can be adjusted as needed throughout the process. Related topics and further resources are also provided for user reference.
CCH Central
Assignment Details Page: Main tab
The Main tab provides an overview of the selected assignment on the Assignment Details page. It allows users to view and amend essential information, including assignment type, associated company and department, creation date, current status, recurrence, job settings, internal notes, and team member responsibilities. The tab also includes a feature for automatically assigning team members based on their records. For further functionality, users can add or edit notes related to the assignment.
CCH Central
Stage 5 of 6 - Reviewing the recipients list
In stage 5 of the mail merge process, users review recipient details, which can be exported to Excel. The document specifies that recipient names appear in the Main Contact column when the Main association is used, and in the Related Contact column when other associations are selected. Users must select recipients for the CCH OneClick message before proceeding to the next stage, noting that the recipient grid cannot be reordered.
CCH Central
Stage 5 0f 6 - Review the recipients list
The document outlines the procedure for Stage 5 of a mail merge process, focusing on reviewing and selecting recipients. It highlights the distinctions between individual and organizational contacts, with specific reference to how associations are displayed in the recipient list. Users can export the list to Excel and generate emails for selected contacts, including directors associated with organizations. The next step involves selecting recipients and proceeding to the next stage of the process.
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Stage 2 of 6 - Choose the template
The document outlines the process for selecting templates in the Mail Merge wizard Stage 2, detailing options for both MS Word and HTML formats. Users can choose Word templates for emails, edit them, and select from various data sources. It explains how to send emails via Outlook or SMP configuration and emphasizes that HTML templates cannot have attachments added at this stage. Finally, it instructs users on how to proceed after selecting a template.
CCH Central
Stage 5 of 6 - Review the recipients list
The document outlines stage 5 of a mail merge process, focused on reviewing recipient information. It details how to visualize selected contacts (individuals and organizations) and lists their categorization. Users can export the recipient list to Excel and see the arrangements for main and related contacts. The document explains how associations are displayed, using an example where directors of a company are listed, allowing for letters to be generated for both individuals and their associated directors. It concludes with instructions to select recipients and proceed to the next stage.
CCH Central
Sending the message
The document outlines the final step in the MailMerge process, specifically stage 6 of 6. It instructs users to click on "Finalise" to send and publish the CCH OneClick message. An accompanying image is provided for visual reference.
CCH Central
Stage 6 of 6 - Delivery options and filing
This document outlines the delivery and filing options available during the final stage of a Mail Merge process, varying based on the selected template type (Word or HTML). For Word templates, emails are sent immediately upon clicking Finish, while for HTML templates, users have the option to defer delivery to a later date. Both options allow for the addition of emails to a CCH Document Management module if available. The document includes images illustrating the different stages and settings for each template type.
CCH Central
Stage 6 of 6 - Document options
This document outlines the final stage of a Mail Merge wizard, detailing options for generating letters. Users can choose between creating a single document with all letters or multiple separate documents. It also mentions the integration with CCH Document Management for those with the module, allowing users to add letters with specific descriptions. Finally, the document instructs users to click "Finish" to complete the process, after which MS Word will open automatically to display the generated letters.
CCH Central
Choose the address type and team responsibility
This document provides guidance for Stage 3 of a MailMerge process, focusing on selecting address types and team responsibilities. Users can choose multiple address types, prioritizing them for merging based on availability (e.g., Main vs. Home address). Similarly, team responsibilities can be selected, where the first choice is prioritized for merge data. The document instructs users to make the appropriate selections and proceed by clicking "Next."
CCH Central
Stage 4 of 6 - Choose to whom an email will be sent
This document describes Stage 4 of an email sending process, focusing on selecting recipients from a mixture of individuals and organizations. It emphasizes the importance of correctly choosing contacts for email merges—either individual records or organizational details. Scenarios illustrate how emails will be generated based on the selected associations, such as sending to individual directors or entire organizations. Users can move contacts from an available list to a selected list before proceeding to the next stage.
CCH Central
Stage 4 of 6 - Choose to whom a message will be addressed
This document outlines Stage 4 of a Mail Merge process, focusing on selecting recipients for a message. It explains that if individuals are chosen from the client list with the MAIN association, the message will utilize their personal details. Conversely, if a different association is selected, the message will draw info from that association instead. The user is instructed to select associations correctly before proceeding to the next stage.
CCH Central
Stage 4 of 6 - Choose to whom a letter will be addressed
Stage 4 of the letter addressing process focuses on selecting recipients for mail merges, crucial for ensuring correct contacts are chosen. Users can select individual or organizational contacts from two grids. For organizations, scenario options allow choosing either main contact information or details of associated directors, resulting in multiple generated letters if applicable. After selection, users continue by clicking "Next." This stage is vital for accurately addressing mail communications.
CCH Central
Stage 2 of 6 - Choose the template: eMail Merge for CCH OneClick
This document provides instructions for setting up the Mail Merge Wizard using a CCH OneClick template in Microsoft Word to generate Request Information for Personal Tax Returns for the year 2021. It details the selection of the CCH message template, specifies the necessary steps for choosing the appropriate year, and guides users in selecting or editing templates from different sources. Additionally, it explains how to query data related to prior year tax returns and highlights the importance of saving new templates in the correct folder.
CCH Central
Stage 1 of 6 - Choose the output for CCH OneClick
The document provides a step-by-step guide for using the Mail Merge feature in CCH OneClick. It outlines the process of selecting contacts or clients to send messages, either by selecting all at once or individually. After selection, users are instructed to access the Mail/Email Merge icon, which opens the Mail Merge wizard, where they must choose to publish the output to CCH OneClick. The process includes visuals for clarity and allows users to continue to the next stage after making their selection.
CCH Central
Assignments, Assignment Templates and Assignment Template Groups
This document discusses the concept of assignments within a practice, distinguishing between chargeable and non-chargeable work. Chargeable assignments are client-related tasks such as compliance and tax, while non-chargeable assignments include internal activities like sick leave and study. It introduces assignment templates, which streamline repetitive tasks for clients, and explains the creation of assignment template groups that categorize templates by business unit or client type for better organization and efficiency. The document emphasizes the importance of recording all work against assignments and maintaining consistency in workflows.
CCH Central
Assignment Details Page: Schedule tab
The document outlines the functionality of the Schedule tab used for managing a client's assignment by adding and editing schedules, stages, and tasks. Users can add schedules, define work stages (either pre-defined or custom), and assign tasks to employees along with setting dates and budgets. It highlights the "Task Related" checkbox feature, which restricts task visibility in Timesheets to those linked to the specific client’s assignment. Alternatively, tasks can be allocated to an unspecified category for broader accessibility by employees.