Using Assignments
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: 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
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
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 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
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
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
Using Assignments
CCH Practice Management provides a structured system for managing client work, enabling accurate tracking of work-in-progress (WIP) and expenses. The software features an Assignments module for organizing chargeable and non-chargeable tasks, facilitating efficient billing and internal record-keeping. Users can create standard Assignment Templates for consistency and efficiency. Additionally, within each client assignment, Jobs can be created to monitor progress and budget tasks, setting milestones and employing employee standard charge rates for cost estimation. Overall, it enhances workflow organization and financial management for professional practices.
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: 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
Toolbar - Assignments
The document outlines the functionality of the Find Assignment results window, which provides a comprehensive summary of assignments, schedules, and jobs for clients. It explains how to navigate to the global assignments list, view details of assignments and jobs, and utilize the right-click popup menu to customize the displayed data. Additionally, it includes instructions for using the preview panel for milestone details and adjusting search options for assignments, such as including closed assignments and completed jobs. Key functionalities and navigation tips within the application are highlighted.
CCH Practice Management
Timesheet Job Modes
This document outlines the functionality of timesheets based on Job Mode in a time recording system. It describes three modes:
1. **Assignments and Schedules**: Allows recording time only against task-related schedules without creating jobs.
2. **Assignments, Schedules, and Jobs**: Enables job and schedule creation but restricts time recording to assignments and task-related schedules only.
3. **Assignments, Schedules, Jobs and Jobs Time Recording**: Permits recording time against both jobs and schedules. The document provides guidance on how to create a timesheet through assignment selection.
CCH Practice Management
The Bill Amounts window
The document outlines the "Bill Amounts" window in a billing system, detailing functions for allocating client Work In Progress (WIP) amounts. Users can view and filter WIP by assignments, employees, or task types, and can bill clients for selected time and expenses. The window supports WIP adjustments through write-offs, write-ons, miscellaneous charges, and estimates to complete. Additional features include navigation options, creating estimates or miscellaneous charges, and accessing billing history. The document emphasizes flexibility in billing and management of WIP amounts, alongside operational functionalities within the billing interface.
CCH Practice Management
The Bill Paragraphs window
This document provides a detailed guide on customizing client billing, focusing on adjusting the layout and text of invoices. Users can tailor the billing amounts and add specific paragraphs, utilizing options like Master Paragraphs and previous bill content. It outlines various formatting tools, details delivery method settings, and permissions to control user access. The guide also explains functionalities for moving, deleting, and adding billing paragraphs, ensuring accurate total amounts before finalizing the invoice. Overall, it emphasizes flexibility and personalization in billing processes to meet client and practice requirements.
CCH Practice Management
Setting up Time Units
This document provides a step-by-step guide for setting up and maintaining time units in the Timesheets window. It outlines how to access the Time Units menu, enter descriptions and corresponding values in minutes, and modify existing entries. Users can add multiple time units by repeating the steps, and are instructed to save their changes by clicking OK. It also includes a link to related documentation on deleting a time unit.
CCH Practice Management
Setting up Timesheet Authorisation Operation Mode
The document outlines the Timesheet Authorisation Mode, detailing flexible processes for authorising and billing time from timesheets. It describes various options, including Standard VPM and Project Based Authorisation, with different controls over timesheet posting. The modes vary from strict authorisation processes requiring management approval to immediate posting without authorisation. Key features include how unposted WIP entries are managed, with emphasis on roles and responsibilities within the assignment team. The document concludes with instructions for saving changes in the system.
CCH Practice Management
Setting up the Assignment Billing Timetable to track a budget
This document provides a guide for setting up an Assignment Billing Timetable to track budgets against actual figures in a practice management system. It outlines steps to enter monthly budget figures in the WIP tab of the client's assignment, including inputting dates, amounts, and comments. Users are instructed to save the information and are reminded to customize their Home Page with the Budget Variance Option to complete the setup. Related documentation on assignments is also referenced for further assistance.
CCH Practice Management
Setting up Assignment Team Security
The document outlines the process for setting up an Assignment Team within an application. It details how employees are automatically added to the team based on matching their Primary Stationed Records with specified assignment attributes (company, office, department, centre). This feature is optional and can be activated to streamline team assignments. Additionally, it provides a step-by-step guide on configuring Assignment Team Security, allowing users to specify which attributes trigger automatic member inclusion. Users can also manually assign employees if the automatic feature is not turned on.
CCH Practice Management
Setting up Assignment Data Security
The document outlines the steps to set up Assignment Data Security within a system, enabling access restriction to assignments based on an employee's Primary Stationed Record. Users can limit access by selecting checkboxes for their company, office, department, or centre. It allows for multiple selections, securing access exclusively to employees within the chosen categories. To finalize the settings, users must click OK to save and close the window. Additionally, a related link to security documentation is provided for further reference.
CCH Practice Management
Setting up a new Employee Benefit Type (CCH Practice Management)
The document provides a step-by-step guide on how to set up a new Employee Benefit Type in CCH Practice Management. It outlines the process, including accessing the relevant menu, entering new benefit types, editing existing entries, and saving the information. The instructions emphasize using the 'Description' cell for inputs and detail the action required to finalize the setup.
CCH Practice Management
Setting up a Remittance Template
This document provides a step-by-step guide on setting up a Remittance Template using Document Styles. It starts by advising users to use the vizcheque.dot as a template for cheques. The procedure includes accessing the Document Styles menu, entering a description, enabling the template, selecting a Word template, and setting the document type to Supplier Payment. Finally, it instructs users to confirm the setup by closing the Document Styles window. Related resources on creating document styles are also referenced.