How To
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.
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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
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
Authorising and posting an invoice from the Bookkeeping menu
This document outlines the steps to authorize and post an invoice through the Bookkeeping menu in a software application. It details how to select a company and supplier, search for suppliers using various criteria, and navigate through the Purchase Invoice and Ledger windows. Key actions include authorizing the selected invoice and posting it for confirmation. Additional tips regarding search functionalities are provided to enhance efficiency. Further related links to broader invoicing procedures 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 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
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 Supplier page
The document outlines the features and functionalities of the Supplier page, which includes eight tabs for organizing specific information related to suppliers. Key actions available on the page include changing a supplier's name or code, refreshing the page, and managing supplier records (reopen, close, delete). It also highlights the Activity Task options to define tasks associated with suppliers and convert them into contacts, with restrictions on actions for suppliers having unpaid invoices.
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 Main tab
The document outlines the functionalities of the "Main" tab in a supplier management system, detailing essential supplier contact information, aliases, and internal notes. It emphasizes that primary details like address and phone numbers are accessed from the "Details" tab and cannot be altered here. The document also explains how to add aliases and manage notes, including viewing, editing, or deleting them. Additional fields displayed include the creator of the supplier entry, creation dates, and personal details if the supplier is an individual, such as birth and death dates.
CCH Practice Management
The Extra tab
The document details the functionality of the "Extra" tab on the Supplier Detail's Page, allowing users to assign and manage custom categories and fields for suppliers. These custom attributes, set up via the Maintenance menu by administrators, facilitate the storage of additional information not captured in standard fields. The document outlines mandatory fields, types of entries, and data types including text, date, number, and flag options. Additionally, it describes how to group and sort information within the page for enhanced organization and accessibility.
CCH Practice Management
The Defaults tab
The document outlines the functionalities and fields available in the "Defaults" tab of the Supplier page in CCH Practice Management. It details various settings related to credit control and bank information, including methods of calculating payment due dates, payment types, credit limits, account statuses, and tax rates. Additionally, it explains how to manage supplier bank details for direct transactions. Users can modify default entries to meet specific supplier requirements. The document serves as a comprehensive guide to managing supplier financial settings efficiently.
CCH Practice Management
The Associated tab
The document outlines the functionality of the "Associated" tab on the Supplier page, which allows users to create and manage links between suppliers and contacts in their database. Users can associate existing contacts or create new ones, thereby facilitating communication (e.g., letters or mail merges) with specific individuals at a supplier organization. The tab features expandable cards for each contact, filters for relationship types, and options to show addresses and notes. Reciprocal entries are created in the associated contacts’ tabs upon linking. Additional options for adding existing or new contacts are also available.
CCH Practice Management
The Documents tab
The document provides an overview of the Documents tab in CCH Practice Management, detailing its use for managing documents related to contacts, clients, suppliers, and assignments. It explains two management levels: within the Contact/Client/Supplier pages and the Assignment pages. Users can create or link various file types, making document management more efficient. Key features include document linking, deletion, and integration with Tax and MAS ledgers. It emphasizes consistent practice-level strategies for document management and notes that linked documents do not store copies, necessitating backup procedures.
CCH Practice Management
The Activities tab and Task Details page
The document provides an overview of the "Activities" tab in a CRM system, detailing how to view, filter, and manage tasks related to contacts, clients, suppliers, or assignments. Users can view task details, create new tasks, and filter tasks based on their status or due dates. The "Task Details" page allows users to assign tasks, set due dates, and record task statuses and notes. It also mentions that outstanding tasks are visible on the home page for the logged-in employee. Identifying icons represent various CRM task types such as appointments, documents, and emails.
CCH Practice Management
The Addresses tab
The document outlines the functionalities of the "Addresses" tab for managing supplier contact information within a system. It details how to store various addresses (primary and non-primary), phone numbers, emails, and additional details for suppliers. Users can link existing addresses, create new ones, and manage them through the Address Maintenance window. It specifies the roles of system administrators in creating address types and highlights features like address copying and deletion. Overall, it emphasizes the streamlined approach to maintain and reuse supplier addresses, enhancing organizational efficiency.