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Last update: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
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.
CCH Practice Management
Suppliers
The document provides detailed information about the "Supplier page" within the CCH Practice Management system. It includes navigation links to various subtopics such as adding suppliers to the database, managing responsibilities, and editing supplier details. Users can access sections related to managing supplier records, document management, and maintaining supplier associations and addresses. Additional guidance on responsibilities and linking existing suppliers to directories and documents is also available. This resource serves as a comprehensive guide for effective supplier management in the CCH system.
CCH Practice Management
Recording a Supplier invoice
This document provides detailed instructions for recording a supplier invoice in a bookkeeping system. It outlines steps for selecting a company, finding a supplier, and entering invoice details such as date, number, amount, and tax rates. The document includes options for searching suppliers, managing invoices, and notes on fields for net, gross amounts, tax, and comments. Users are guided on posting the invoice to the ledger and managing the invoice interface, ensuring proper information entry and approvals are in place.
CCH Practice Management
Links to third party applications
The document outlines the process for setting up links to third-party applications within CCH Practice Management. It includes steps for configuring a key to allow third-party applications, entering application details such as name, command line, and icon, and creating a task bar menu for easy access. Additionally, it provides instructions on how to remove an application link from the task bar. Overall, it serves as a guide for enhancing user functionality by integrating external applications into the CCH system.
CCH Practice Management
How to view supplier details
This document provides a step-by-step guide on how to access and view detailed information for suppliers within an application. It outlines the process including opening the Supplier page, searching for suppliers by name or criteria, and utilizing search options such as viewing closed suppliers or searching any part of a name. Detailed navigation within the Supplier page is also highlighted, directing users to specific tabs for comprehensive supplier information. Links to various tabs are provided to facilitate further exploration of the details available.
CCH Practice Management
How to unlink a supplier address
This document provides step-by-step instructions on how to unlink a supplier address in a management system. It details the process from accessing the Supplier button to confirming the unlinking action. Key steps include searching for the supplier, selecting the address type, and using the unlink button to remove the link. It also notes that unlinking does not delete the address from the database, allowing for future linking. Additionally, related topics and links to further resources on supplier and address management are included.
CCH Practice Management
How to search for and open a supplier record
This document provides detailed instructions on how to search for and open supplier records in a software application. Users can initiate a search by clicking the Suppliers button and entering a supplier's name in the search field. It highlights options such as hiding forms for single results, searching any part of names, and including closed suppliers. Additionally, it explains how to handle multiple records by keeping the original record open while searching for a new one with the Shift key. Tips are included for effective searches and managing results like grouping and field customization.
CCH Practice Management
How to set up supplier defaults
This document outlines the steps for accessing and managing supplier records in the CCH Practice Management system. It details how to find suppliers using the search function, navigate to the supplier page, and configure settings in the Defaults tab. Additional links to related topics provide further information on supplier management and editing defaults.
CCH Practice Management
How to preview and print a note in a supplier record
This document provides a step-by-step guide for users on how to preview and print notes within a supplier record. Key actions include accessing the Suppliers page, searching for a specific supplier by name, opening the supplier record, selecting the desired note, and using the print preview function. Detailed instructions also emphasize the process for printing the note once it has been previewed. Additionally, the document contains links to related topics that expand on working with suppliers in the management software.
CCH Practice Management
How to reopen a supplier
This document provides step-by-step instructions for reopening a closed supplier in the CCH Practice Management system. Users are guided to access the "Find Suppliers" page, search for the desired supplier, include closed suppliers in the search criteria, and select the supplier record. Finally, it details the process of using the "Re-Open Supplier" option to complete the action. Related topics on managing suppliers are also mentioned for further assistance.
CCH Practice Management
How to remove document links
This document provides a step-by-step guide for searching and managing supplier documents in a software system. Users can find suppliers by entering a name in the search field, select a record, and access the supplier's document tab. It also explains how to delete a document link from the list of associated documents without removing the actual document from the system, allowing users to re-link the document later if needed.
CCH Practice Management
How to remove an association from a supplier record
The document outlines the process for managing associations within a supplier database, specifically focusing on removing links with contacts. It provides a step-by-step guide, starting from accessing the suppliers' section to searching for a supplier, navigating to the "Associated" tab, and ultimately deleting a specific relationship. A key note emphasizes that if an associate has multiple relationships, only the selected one is removed unless all are deleted individually, which is required to eliminate the associate completely from the list.
CCH Practice Management
How to edit supplier address details
This document provides instructions for editing address links and addresses associated with suppliers within a specific system. Users can access the Address Maintenance window from any Supplier page but must navigate to a supplier's page to link an address to that supplier. It outlines two methods for editing: modifying the link to a different address or altering the address itself. The document emphasizes that any changes will affect all related contacts and provides a detailed step-by-step guide for each editing method, including search procedures and cautionary notes regarding address use.
CCH Practice Management
How to edit supplier defaults
This document provides a step-by-step guide on how to edit supplier defaults using the main toolbar in a software application. Users are instructed to access the "Find Suppliers" page, search for the desired supplier by name, and open the relevant record. The document emphasizes editing settings on the "Defaults" tab after opening the supplier page. Additional links to related topics offer further assistance on managing supplier information, viewing details, and setting up defaults.
CCH Practice Management
How to edit partner responsibility
This document details the steps for managing partner responsibilities within the Supplier Responsibility tab. It outlines how to edit responsibility dates, allocate new partners, and delete existing responsibilities, along with notes emphasizing the importance of accurately entering end dates to prevent reporting inaccuracies. Step-by-step instructions provided guide users in navigating through the Supplier page, searching for suppliers, and making modifications effectively. Additional resources for related topics on supplier management are also included, enhancing the user's understanding of the system's functionalities.