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Last update: CCH Practice Management
CCH Packs: Practice Management Implementation Consultancy
This document outlines an interactive online course focused on the implementation of CCH Practice Management, specifically addressing timesheet and billing configurations. It includes employee categorization, assignment setups, charge rates, and template amendments. The course spans up to three hours and is targeted at decision-makers within the practice. Participants are advised to prepare necessary opening balances and templates in advance. Key objectives include accurate timesheet reporting, billing setup, and the incorporation of WIP and debtor balances into the system. Additional resources for learning are provided.
CCH Practice Management
CCH Practice Management: Bill Processing end user training (10098966)
This interactive course trains participants to create, authorize, and post draft bills using billing software. Lasting up to 3 hours online, it covers essential functions such as navigating billing screens, viewing WIP reports, and managing draft bills. Key objectives include submitting and authorizing bills and communicating with clients. Pre-requisites include a solid understanding of CCH Central and WIP processes. The course targets employees responsible for billing tasks within CCH Practice Management, including bill raisers and authorizers.
CCH Practice Management
CCH Practice Management: Setup and configuration training (10091240)
This course focuses on training participants in the setup and maintenance of CCH Practice Management within CCH Central. It consists of two interactive sessions lasting up to three hours each, covering company and employee setup, security permissions, client management, and timesheet training. The course aims to equip attendees with the skills to manage the database in compliance with company policies. It is designed for CCH users and system administrators, requiring a good understanding of CCH Central beforehand. Additional resources, including eLearning and webinars, are also available.
CCH Practice Management
Getting Started
This document serves as a beginner's guide for setting up CCH Practice Management software, emphasizing the importance of correctly configuring the Central database. It provides links to detailed guidance on CCH Central setup and various customizable Toolbox options that enhance homepage functionalities, such as financial analyses and employee management tools. Key topics include Aged Creditors, Budget Analysis, and Job Sheet management. Overall, it aims to equip users with essential resources for effective software utilization.
CCH Practice Management
Assigning fee dimensions to a bill
This document outlines the process for assigning fee dimensions to bills within a practice management system. Users can assign these dimensions through the Billing Main window or the Fee Analysis History toolbox on the Home Page. Steps include selecting the invoice, choosing a fee dimension from a dropdown, entering the allocation amount, and providing comments. The document emphasizes the necessity of assigning the total amount to fee dimensions to avoid error messages and offers links to related articles for additional context.
CCH Practice Management
Assignment Details Page
This document is a comprehensive guide to managing client assignments within a practice management system. It covers various tabs, including Home, Main, Job/Schedule, Extra, Rates, WIP, Documents, and more, explaining the functionality and data management related to client assignments. Key features include performance indicators, scheduling tasks, handling miscellaneous charges, bill management, nominal account assignment, and the ability to create provisions. Detailed instructions are provided for bulk updates, setting delivery methods, and automating workflows for billing and document management. Overall, it serves as a user manual for effectively utilizing the software for client assignment management.
CCH Practice Management
Authorising and posting a bill
The document outlines the procedures for authorising and posting individual and batch bills within the Billing Main window of a billing system. It explains that once a draft bill is submitted, it can be authorised and posted, moving the client's work in progress (WIP) to debtors for financial tracking. Specific steps are provided for authorising individual bills through client pages and for batch authorisation from the Home Page. Key actions include selecting bills, authorising them, and then posting them, with notes on required statuses and client filtering options.
CCH Practice Management
Set up Task Permissions
The document outlines the process of setting task permissions in a system to manage user access based on their security group. It details how to establish default permissions, customize them, or create new ones, emphasizing the importance of not deleting existing default permissions to maintain system functionality. It provides a step-by-step guide for setting task permissions, including selecting products, security groups, and allowing or disallowing tasks. Additionally, it references related resources for further assistance with security settings and task management.
CCH Practice Management
Creating a Bill
This document provides instructions for creating a bill using the Billing Wizard in the CCH Central system. Users can find the relevant assignment by using the "Find Assignment" window or navigating through the Client > Assignment screen. The document also includes links to related topics, such as how to find, edit, or delete assignments and jobs, as well as how to create a timesheet.
CCH Practice ManagementCCH Central
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 Practice Management
Using the New Client Wizard
This document provides guidance on the New Client Wizard feature within CCH Central, including a link for more information. It notes that in CCH Practice Management, an additional tab, "Step 7 - Defaults," appears during client creation, allowing users to input crucial details like credit terms and account status. These entries can later be accessed via the Defaults tab within the client record.
CCH CentralCCH Practice Management
Disabling timesheet and login of an employee
This document outlines the process for making an employee inactive in a system where deletion is not permitted due to record dependencies. It provides a step-by-step guide to access the Employee Details page, navigate to the Main tab, and disable the employee's login and/or timesheet. A crucial note highlights that only users in the appropriate security group can perform these actions.
CCH Practice Management
Employee Benefit Type
This document provides instructions for managing employee benefit types within a software application. It details how to set up new benefit types, including steps for entering, editing, and saving information. Additionally, it outlines the process for deleting an existing benefit type. The document includes visual aids and emphasizes the necessary menu selections and keyboard shortcuts to facilitate these tasks.
CCH Practice Management
Employee Details page: Salary/Cost tab
The document outlines the features and functionalities of the Salary/Cost tab on the Employee Details page. It provides information about managing employee salaries, benefits, and leave details. Users can create, edit, and delete data, tracking aspects like start and end dates for benefits and leave, benefit types, annual value, employee cost rate, and hours worked. The document also includes explanations for various fields and their purposes, such as productivity calculations and historical data display. Additionally, it directs users to the Add New Employee Wizard for inputting this information.
CCH Practice Management
Employee Leave Type
This document provides instructions for setting up and deleting employee leave types in a software system. It outlines the steps to create a new leave type by entering its name and assignment type, as well as editing existing entries. Additionally, it details how to delete a leave type, including confirming the deletion and saving changes. Visual aids, such as images of the interface, are included to assist users in navigating the process more effectively.
CCH Practice Management
Deleting a Task from a Stage
This document provides step-by-step instructions for deleting tasks from a schedule within an assignment management system. It outlines how to find the assignment, access the schedule, and expand stages to identify tasks for deletion. Users are guided to highlight and remove tasks and must repeat the process for each task they wish to delete before finalizing changes. The instructions emphasize clarity with visuals and confirm that deleted tasks will no longer be accessible for time logging on timesheets.
CCH Practice Management
Setting up the Fee Budgets to track a budget
This document provides guidelines for practices to track budgets against actual figures using the Assignment Billing Timetable in CCH Central. It details steps to enter monthly entries, customize the home page for budget variance management, and generate the Assignment Budget Variance Report for comparing fee analyses with budgeted activities. Instructions include opening a client's assignment, selecting the WIP tab, inputting budget details, and saving the information. The use of these functions is optional, but customization of the home page for budget variance is necessary for effective tracking.
CCH Practice Management
Stage Categories
The document discusses the concept of the "Stage Category" in employee allocation during project planning. Initially set to "Unspecified," this category can be modified to designate specific employee categories based on skill requirements. The assignment manager uses the stage category for budgeting, progress monitoring, and task completion. Employees record their time against specific tasks associated with each stage, ensuring effective management of resources and timelines.
CCH Practice Management
Tasks
This document provides an overview of "Tasks," defined as activities employees perform while working in a practice. It explains how time and expenses for these tasks can be chargeable or non-chargeable to clients, requiring documentation through Timesheets and Expense Sheets. Each task is identified by a unique Task Code. Examples of common tasks include drafting accounts, making phone calls, collating information, checking accuracy, and signing off work.
CCH Practice Management
Setting up an Employee Category
The document outlines the process for creating and managing employee categories within a practice's system. It explains the significance of categorizing employees for managing resources and charge rates associated with their work. The step-by-step instructions guide users on how to navigate to the employee categories window, input category names and charge rates, select default homepage employees, and add notes. It emphasizes the importance of different charge rates for each category and provides details on searching for employees effectively. The final step involves saving the information after setup is complete.
CCH Practice Management
Maintenance Menu
The document provides a comprehensive overview of the Maintenance menu in a practice management system, detailing its functionalities for system configuration and maintenance. Key sections include Address/Phone, Client/Supplier management, Document styles, Employee setup, Internal structures, Ledger Maintenance, Miscellaneous settings, Security measures, Time setup, and User-defined configurations. Each section includes specific tasks such as setting up address types, managing client tax rates, document management, employee benefits, and security settings. The guide aims to assist users in optimizing system use according to their specific practice needs.
CCH Practice Management
Authorising and posting an invoice from the Bookkeeping menu
This document outlines the steps to authorize and post an invoice through the Bookkeeping menu in a software application. It details how to select a company and supplier, search for suppliers using various criteria, and navigate through the Purchase Invoice and Ledger windows. Key actions include authorizing the selected invoice and posting it for confirmation. Additional tips regarding search functionalities are provided to enhance efficiency. Further related links to broader invoicing procedures are also included.
CCH Practice Management
Add Assignment - Assignment and Job/Schedules Mode
This document provides instructions for adding assignments and schedules from a template within the Assignments and Schedules job mode. It outlines steps to access the Assignments tab, select templates, and filter them if needed. Users are informed that specific job information won't be recorded in this mode, and that multiple templates can create new tabs for the client. Additionally, it notes that the "Finish" button can be clicked at any point, making it optional to view every tab. Links to related help topics are also included.
CCH Practice Management
WIP and Debtors - An Introduction
This document explains the concepts of Work in Progress (WIP) and debtors in managing billing for client assignments. It defines WIP as unbilled work and expenses, categorized into unposted and unbilled types. Once invoices are issued from WIP, the amounts transition to debtors. The document emphasizes the importance of tracking WIP for accurate billing, and provides resources for further analysis and viewing of WIP. A workflow diagram illustrates the relationship between WIP and debtors.