Product Guides
Here you’ll find product guides to assist in using CCH Practice Management.
Last update: Employee Planner
Access the Employee Planner in CCH Practice Management to allocate work to employees in relation to their skills.
Assignments
CCH Practice Management helps you carry out work for a client within a structured and organised system that allows for descriptive and accurate capture of WIP.
Bookkeeping
Enter invoices, cash transactions, print receipts, make adjustments and complete other bookkeeping functions. Use the automatic link to Twinfield from CCH Practice Management.
Suppliers
Learn about suppliers, allocating responsibilities, and how to use the supplier functionality in CCH Practice Management.
Timesheets, Disbursements and Expenses
Use the information captured by Timesheets, Expense Sheets and Disbursement Sheets to charge back the time and costs spent working on tasks.
Bills and Billing
Start with analysing the client WIP to determine billing requirements and then use the Billing Wizard to generate a draft bill.
Reporting
The CCH Reporting module is accessed from the Reporting toolbar option.
System Administration
The maintenance menu allows configuration and maintenance of the system to best fit how your practice works.
Maintenance
ePay
Workflow