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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
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.
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Disabling timesheet and login of an employee
This document outlines the process for making an employee inactive in a system where deletion is not permitted due to record dependencies. It provides a step-by-step guide to access the Employee Details page, navigate to the Main tab, and disable the employee's login and/or timesheet. A crucial note highlights that only users in the appropriate security group can perform these actions.
CCH Practice Management
Employee Benefit Type
This document provides instructions for managing employee benefit types within a software application. It details how to set up new benefit types, including steps for entering, editing, and saving information. Additionally, it outlines the process for deleting an existing benefit type. The document includes visual aids and emphasizes the necessary menu selections and keyboard shortcuts to facilitate these tasks.
CCH Practice Management
Employee Details page: Salary/Cost tab
The document outlines the features and functionalities of the Salary/Cost tab on the Employee Details page. It provides information about managing employee salaries, benefits, and leave details. Users can create, edit, and delete data, tracking aspects like start and end dates for benefits and leave, benefit types, annual value, employee cost rate, and hours worked. The document also includes explanations for various fields and their purposes, such as productivity calculations and historical data display. Additionally, it directs users to the Add New Employee Wizard for inputting this information.
CCH Practice Management
Employee Leave Type
This document provides instructions for setting up and deleting employee leave types in a software system. It outlines the steps to create a new leave type by entering its name and assignment type, as well as editing existing entries. Additionally, it details how to delete a leave type, including confirming the deletion and saving changes. Visual aids, such as images of the interface, are included to assist users in navigating the process more effectively.
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
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
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 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 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
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
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
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
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.