Documents
Last update: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
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
Using the Maintenance menu
The Maintenance menu is essential for configuring and maintaining a practice management application. It enables customization of the practice's structure, functionality extension, and connection to other CCH applications. Key responsibilities include ensuring user settings are correct and secure, managing employee categories, security permissions, and document settings. The system administrator plays a crucial role in structuring data effectively and ensuring proper operation of linked applications. For assistance, users are encouraged to consult a CCH Consultant.
CCH Practice Management
Using Security
The document outlines security settings for application access and data protection within a practice. It details the maintenance and membership of security groups, designating employee access rights based on group categorization (e.g., Manager, Team Member). Additionally, it describes assignment data security to manage sensitive client information visibility across various practice levels (Company, Office, Department, Centre). Furthermore, it explains establishing assignment teams through employee records and task permissions that govern feature accessibility based on security groups. Overall, the document emphasizes structured access control to enhance data security.
CCH Practice Management
Using Account Status
This document outlines the management of Account Status types ("On Hold" or "Open") for clients and suppliers within a system. It details how to set up, edit, and delete account statuses, which consist of descriptive labels and their associated types. The account status affects operations, such as preventing transactions for "On Hold" accounts. Users can customize descriptions through a designated maintenance function, and warnings are issued when entering time against records that aren't "Open." Instructions for each action are provided in a step-by-step format for ease of use.
CCH Practice Management
Time Processing Period creation and maintenance
This document provides step-by-step instructions for setting up, editing, and deleting Time Processing Categories and Periods within a time management system. Users can create new categories with a description and type, edit existing categories and periods by adjusting dates and types, and delete categories or periods that are not currently in use. Key highlights include guidance on saving changes and confirmations needed during deletions, ensuring users can manage time processing effectively while adhering to system restrictions.
CCH Practice Management
Time Setup
The document outlines the features of the Processing Time Setup window, which allows users to manage Accounting years, periods, and Time Processing Categories for Timesheets. Users can create, edit, and delete accounting years and periods, as well as manage time processing categories. Additionally, it discusses the Timesheet Authorisation Operation Mode, providing flexibility in timesheet approval processes, and includes links to guidance on accounting year maintenance and time processing period management.
CCH Practice Management
Tax Rates
This document provides step-by-step instructions for setting up and deleting tax rates in a system. To set up a tax rate, users must enter necessary information such as the tax percentage, descriptions, and bookkeeping reference, and save the changes. To delete a tax rate, users need to select the desired rate, confirm the deletion, and then save the changes. The document features detailed procedures intended for accounting purposes.
CCH Practice Management
System reports list
This document details a maintenance menu feature allowing Practices to replace default System Reports with their custom Smart Reports within a Practice Management system. It describes how to link custom reports, reset links after updates from Wolters Kluwer, and manage report permissions. Users can navigate to the menu and utilize specific categories for re-linking. Additionally, it highlights the restriction of user access to the maintenance menu and outlines the process for deleting custom reports set as system reports.
CCH Practice Management
Symbols used in Security Settings
This document explains the use of specific symbols for configuring task permissions within a system. It outlines the meanings of brackets [ ], the '@' symbol, and the '#' symbol, with examples illustrating their application in referring to menu options, tabs, and functions, respectively. For instance, '# Client@Responsibility' specifies the Client page and Responsibility tab. Additionally, a link to related security settings is provided.
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 Over Time Types
This document outlines the steps to set up and maintain overtime types within a timesheet system, allowing for different hourly rates for overtime work. Users can define types such as double time, specify multipliers for rates, and enter codes for each overtime type. It highlights that once created, overtime entries cannot be deleted, ensuring consistency in time tracking for tasks such as weekend work.
CCH Practice Management
Setting up Phone Numbers, Website and Email Addresses
This document outlines the procedure for setting up phone numbers, a website, and an email address within a system. It details the steps to access the Phone number and Email address window, add descriptions, and select primary contacts for various numbers. It emphasizes that only one checkbox can be selected per category (e.g., Primary Tel, Primary Fax) and explains that multiple descriptions can share primary status. The document concludes with a note on entering various contact numbers on contact details pages.
CCH Practice Management
Setting up Task Codes
The document provides a detailed guide on creating a Task Code within a management system. It outlines the process for adding a new task code, including entering relevant information such as short name, description, unit type, markup, cost, and tax rate. The document also explains how the task can be classified for availability in timesheets or as a Smart Task in the Task Bar. Finally, it includes steps for associating a default paragraph text for client invoices and offers links to related resources for further assistance.
CCH Practice Management
Setting up new Employee Leave Types
This document provides a step-by-step guide for setting up new Employee Leave Types in CCH Practice Management. It outlines the process of navigating to the Employee Leave Type section, entering descriptions for new leave types, adding additional types, editing existing ones, and saving changes. The guide is intended to assist users in managing employee leave configurations effectively.
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.
CCH Practice Management
Setting up a new Charge Rate Type
This document outlines the steps to set up or edit charge rate types in a maintenance system. Users are instructed to navigate to the Charge Rate Types section, enter a new description (up to 15 characters) for a charge rate, or edit an existing type. It notes that "Standard" is the default type upon system installation, and encourages users to save changes by clicking "OK" after making adjustments. There is no limit to the number of charge rate types that can be created.
CCH Practice Management
Setting up a new Address Type
This document provides step-by-step instructions for setting up a new Address Type within a software application. Key actions include selecting the appropriate menu options to access the Address Type window, entering a description for the new address type, designating it as Primary, Billing, or Statement address (noting that only one checkbox can be selected per category), and saving changes by clicking 'OK'. The document highlights that multiple categories can share the same address type, but only one can be selected per column.
CCH Practice Management
Security Groups
This document outlines the structure and management of default security groups within a database system. It provides a list of default security groups, detailing their access levels. Instructions are included for setting up, editing, and deleting security groups, as well as adding employees to these groups to inherit permissions. It emphasizes that every employee must belong to at least one group to utilize the database. The document also highlights the flexibility to change group memberships as needed for ongoing security management.