Workflow
Last update:CCH Practice Management
Employee Planner from the Workflow Menu
This document describes how to access the Employee Planner through the Workflow menu. It highlights that upon loading, all employee allocations are displayed in the "View Allocated Entries" mode. Additionally, it mentions that managers can create allocations from schedules by using the "Load Schedule" function, prompting a new window for options. The document includes visual aids to illustrate these features.
CCH Practice Management
Check Statement Due
The document outlines the "Check Statement Due" workflow step in Practice Management, which calculates when to send the next client statement based on the "Last Statement Date" field. This field is populated after a successful "Convert Smart Report to PDF" step. The "Check Statement Due" step is classified as pass/fail, determining if a statement is due based on elapsed time since the last date. The document also notes that the timing for the next statement may vary depending on client settings and rules applied.
CCH Practice Management
Bills tab: Start Practice Management Workflows
This document outlines the process for starting a Practice Management workflow on a bill within the Client > Bills tab. It details a step-by-step method for users to initiate workflows by right-clicking a selected bill and choosing the "Start Workflow" option. Users can select one or multiple workflows from a dialog, with a note that each workflow can only be initiated once per bill. The Workflow control is integrated into the Bills tab for efficient management of Practice Management workflows.