Job Details Window
Last update: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
Toolbox: Top Ten
The document describes the "Top Ten Option" feature within a Toolbox for managing financial records, specifically highlighting its default display of the "Top Ten Debtors." Users can sort lists, including "Top Ten WIP" and "Top Ten Exposure," through a right-click menu. Clicking on a client name opens their record, and sorting can also be performed by clicking column headings. Access to this feature is determined by the user's security group.
CCH Practice Management
Toolbox: Tasks
The document outlines the functionality of the "Tasks" option in a toolbox, showing how users can view all assigned tasks along with their statuses and due dates. It explains that right-clicking opens a pop-up menu for various display and sorting options, including the ability to access additional headings through the "Field Chooser." Visual aids are provided to illustrate each feature effectively.
CCH Practice Management
Toolbox: Recent Activity
The document outlines the functionality of the "Recent Activity" option in a Toolbox, which allows users to view all activities of a selected employee. It provides details on chargeable and non-chargeable hours in timesheets and expense sheets, current charges, and sheet statuses. Users can click on linked activities for more detailed views. Access to this feature is governed by the user's security group.
CCH Practice Management
Toolbox: Standing Orders
The document discusses "Standing Orders," which automate the billing process for clients or suppliers on a fixed schedule. By using existing client bills as templates, businesses can easily generate new bills without manually entering information each time. The "Standing Orders" window displays all current bills, enabling users to manage standing orders, draft bills, and conduct bulk operations like authorization and posting. This system streamlines customized billing for improved efficiency.
CCH Practice Management
Toolbox: Productivity
The document describes a "Productivity" feature in a toolbox that visualizes practice productivity through a pie chart. Users can hover over chart segments for detailed figures and right-click to access a pop-up menu for sorting data by month or year for the past 12 months. Additionally, users can double-click segments to view related transactions, such as chargeable hours or internal meetings.
CCH Practice Management
Toolbox: Portfolio Analysis
This document describes the "Portfolio Analysis" option in a toolbox, which allows users to view financial tables of clients and their assignments linked to partners. Users can access a pop-up menu by right-clicking the display to customize the view and sorting options. Access to a bar chart depicting this information is determined by the user's security group.
CCH Practice Management
Toolbox: Staff Utilisation
The document outlines the use of the Staff Utilisation option in a software toolbox, highlighting how to visualize employee chargeable activity against total time. Users can employ a filter to customize the data displayed on the graph, with options such as YTD, date range, and selection of target or standard hours. Additional features include sorting columns, copying graphs to other applications, and toggling gridlines. Right-clicking on column headers allows users to filter by company, department, office, partner, or employee for detailed insights into staff utilisation.
CCH Practice Management
Toolbox: Job Sheet - Jobs Filter
The document provides a step-by-step guide on using the Jobs Filter feature in a Job Sheet. Users can access the filter by right-clicking on the table, selecting "Filter jobs," and adding filter criteria. Options include choosing specific fields and calculations to refine search results. Users can add multiple criteria for nested filtering and apply or remove filters as needed. The results update dynamically in the Job Sheet table, with the active filters displayed above it for easy access.
CCH Practice Management
Toolbox: Recoverability
The document provides detailed instructions on using the "Recoverability" option from a Toolbox, which displays a recoverability graph based on monthly cumulative figures rather than standard calendar months. It explains how to access the graph, utilize a pop-up menu for filtering and customizing date ranges, and sort data by various criteria such as company and department. Additionally, it outlines functions such as copying the graph and toggling gridlines. Overall, it serves as a functional guide for managing and analyzing recoverability data effectively.
CCH Practice Management
Toolbox: Job Sheet - Multiple Updates
The document discusses the bulk update functionality on the Job Sheet home page, specifically for fields like Assigned To, Client Partner, and managers. Users can right-click the Assigned To column to access options such as "Reassign All" to assign all jobs to a selected employee or "Remove All" to clear the Assigned To fields. A cautionary note emphasizes the importance of filtering records to ensure accurate updates, as changes will apply to all displayed records.
CCH Practice Management
Toolbox: Job Sheet - Show Field Chooser
This document outlines the available fields in the right-click menu of the Job Sheet for various job modes, including Assignments and Schedules, as well as Jobs. Key fields include Client Code, Client Name, Job/Schedule, Assigned To, Target Date, Budget, and Notes. It details how to interact with these fields, such as hyperlinks for accessing related screens, the calculation of days left until a target date, and budget management. Additionally, fields related to client and assignment information, such as department and manager details, are specified for better job tracking and management.
CCH Practice Management
Toolbox: Job Sheet - Right Click Menu
The document provides an overview of right-click menu options available in a job management interface. Key features include viewing completed jobs, creating timesheets and bills, exporting data to Excel, and managing job milestones with status options (In progress, Complete, Risk, Problem). Users can also clear status, choose to view it as icons or in colors, and add, edit, or delete comments on milestones. The document emphasizes features for managing and tracking job statuses and details through various interactive components.
CCH Practice Management
Toolbox: Job Sheet - Homepage control
This document provides instructions for adding the Job Sheet homepage control to a user’s homepage, detailing the process of customization through the Toolbox. It outlines the default columns for various job modes, including key fields such as Client/Assignment, Job/Schedule, Assigned To, and Target Date. Users can add new jobs using a provided link and view milestone comments by hovering over them. The document also mentions that multiple Job Sheets can be added and filtered for better information management.
CCH Practice Management
Toolbox: Homepage
The document provides instructions on customizing the homepage with the Aged Creditors option. It explains how to use the Toolbox to drag and display a bar chart of aged creditors, access a pop-up menu for sorting and display options, and modify the date range for the displayed information. Additionally, it notes that the visibility of the bar chart is determined by user security group settings.
CCH Practice Management
Toolbox: Job Sheet - Updating Milestones
The document outlines the relationship between task status options and assignment schedule stage statuses, specifically focusing on four key statuses: In Progress, Complete, Problem, and Risk. It explains how updates to linked milestones and schedule stages synchronize within the Toolbox's Job Sheet. Additionally, it warns that user-created task statuses can lead to clearing milestones, and notes that changes to task status descriptions will be reflected on the homepage control upon application restart.
CCH Practice Management
Toolbox: Fee Analysis History
This document details the "Fee Analysis History" option within a toolbox feature, which presents a "Full Analysis History" window similar to "Full Billing History." Users can sort data by various criteria through a pop-up menu. It outlines necessary steps to utilize the analysis option, including customizing the homepage, setting fee dimension criteria, creating a configuration key, and establishing task permissions. Additionally, it provides links to related topics for further guidance on homepage customization and fee dimension allocation.
CCH Practice Management
Toolbox: Job Sheet - Create Timesheet
This document outlines the functionalities of a timesheet based on different Job Modes within a management system. It details three modes: 1) "Assignments and Schedules," allowing time recording only against task-related schedules; 2) "Assignments, Schedules and Jobs," permitting job creation but not direct time recording against jobs; and 3) "Assignments, Schedules, Jobs and Job Time Recording," which enables direct time recording against both jobs and schedules.
CCH Practice Management
Toolbox: Employee Leave
The document outlines the functionality of the "Employee Leave" option in a toolbox, which displays an employee's annual leave entitlement, booked leave, and remaining balance, including productivity status. The information is categorized based on the employee's primary record and corresponding hours. Access to the leave information is determined by the user's security group, influencing visibility of a related bar chart.
CCH Practice Management
Toolbox: Employee Budget
The document outlines the "Employee Budget" tool, which enables tracking employee performance on a monthly and year-to-date basis. It includes three main columns: "Target," reflecting budgeted hours and charge rates; "Planned," based on hours assigned in schedules; and "Actual," which shows hours posted in timesheets. A pop-up menu allows users to activate a percentage tracker to evaluate performance, highlighting underperforming employees in red. Additionally, users can toggle the visibility of total figures at the bottom of the table.
CCH Practice Management
Toolbox: Job Sheet - Default Due Date
This document outlines the process of setting default due dates for project milestones within a Job Sheet. It emphasizes the importance of milestones in tracking project goals and provides detailed steps for adjusting due dates, including the use of calculations based on other date fields. The document also notes that changing a milestone's status does not alter its due date, which is only updated upon marking it as complete.
CCH Practice Management
Toolbox: Budget Analysis
The document describes the "Employee Budget Analysis" tool in a software toolbox, which displays a bar chart comparing actual versus budgeted chargeable and non-chargeable time for an employee. Users can access a pop-up menu to view data for the current month or year-to-date, and can choose between hours or charge amounts. Access to this feature depends on the user's security group.
CCH Practice Management
Toolbox: Database Analysis
The document provides instructions for using the Database Analysis tool within a software Toolbox. Users can access a bar chart by dragging the Database Analysis option, and they can customize display settings through a right-click pop-up menu. Additionally, visibility of the bar chart is determined by the user's security group.
CCH Practice Management
Toolbox: Budget Variance
The document outlines the functionality of the "Budget Variance" option within the Billing Variance Homepage. It details how users can analyze Actual Fees versus Budgeted Fees through an interactive chart that combines line graphs and bar charts. Users can customize the view via a drop-down menu, filter data by various criteria (e.g., Client Partner or Practice), and access detailed assignment information. The document emphasizes the importance of correctly grouping data for better visibility of budget variance, and it includes instructions for navigating and modifying the display settings to enhance usability.