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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
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
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
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
Viewing a partner's billing history
The document provides guidance on using the Billing History by Partner window in CCH Practice Management to view, sort, and report on invoices for specific partners. Users can access it through the Billing tab and have options for previewing and printing invoices using Microsoft Word. It also explains how to group invoices by various fields, such as date and publisher, and details where to find related billing functionalities within CCH Central. Additionally, users can refresh the invoice list and manage grouping options for better organization.
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
The Responsibility tab
The document outlines the functionality of the Responsibility tab on the Supplier page, focusing on managing Partner and Structure Responsibilities related to suppliers within an organization. It provides step-by-step guidance for adding team members, assigning roles, and recording responsibilities, along with necessary fields such as start and end dates, department, office, and company selections. Important notes about ensuring accurate reporting and utilizing a master list of responsibilities are included, alongside descriptions of buttons and fields for easy navigation. Additionally, it allows for entering specific notes related to supplier responsibilities.
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
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 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 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.