Training Services
Last update: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
CCH Practice Management: essentials training online (10133814)
This course is designed for staff involved in completing Timesheets, Expenses, and Disbursements within the CCH Practice Management system. It covers the creation and submission processes, as well as utilizing CCH homepages for efficiency. Prerequisites include completed CCH implementations and internal agreement. The training lasts for two hours and is conducted via the interactive CloudShare platform. Topics include job structure, month-end processes, and practical hands-on exercises. Resources such as eLearning, videos, and webinars are also available to enhance learning.
CCH Practice Management
CCH Practice Management: expert training online (10133818)
This course focuses on the configuration options within CCH Practice Management and their impact on end users. Participants are expected to have prior knowledge of decisions made during the implementation of CCH. The objective is to empower users to confidently alter maintenance settings that influence firm operations. The course lasts 3 hours and utilizes CloudShare for interactive training. Content includes employee timesheet configurations, code maintenance, and expense management, targeting decision-makers with SuperUser rights. Additional resources such as eLearning courses, videos, and webinars are also provided for further learning.
CCH Practice Management
CCH Practice Management: Central and Timesheet end user training (10091247)
This interactive training course focuses on the use of Timesheets within CCH Practice Management and CCH Central. Participants will learn to navigate CCH Central, create and log timesheets, and understand authorisation processes, ensuring compliance with company policies. The course duration varies, consisting of one online session or two onsite sessions, each lasting up to three hours. It is designed for system administrators and timesheet users with prior knowledge of CCH Central. Additional resources such as eLearning and webinars are available to support learning.
CCH Practice Management
CCH Practice Management: enhanced - billing training online (10133815)
This document outlines a 3-hour training course on CCH Practice Management, focusing on the chargeable work process for clients. Participants will learn how to authorize timesheets, expenses, and disbursements, access prebilling reports, and utilize basic billing functionalities. The course is aimed at users involved in the billing process and requires prior completion of CCH Central and CCH Practice Management essentials courses. It will be delivered via an interactive environment called CloudShare. Additional resources such as eLearning courses, videos, and webinars are provided for further learning.
CCH Practice Management
CCH Practice Management: enhanced - debtor training online (10133816)
This document provides an overview of a training session focused on the Credit Control/Debtors process within CCH. It is designed for individuals involved in credit control and will cover key topics such as authorizing timesheets and expenses, accessing prebilling reports, and billing capabilities. The course lasts 1 hour and 30 minutes and will be delivered through the interactive platform CloudShare. Prerequisites include completion of CCH Central: essentials. Additional resources, including eLearning courses and webinars, are also provided for further learning.
CCH Practice Management
CCH Practice Management: Debtor Management and Smart Reports training (10091243)
This document outlines a 3-hour online training session focused on the setup and maintenance of CCH Practice Management within CCH Central. Participants will learn to manage databases, record cash receipts, run Smart Reports, and perform month-end routines. Pre-requisites include familiarity with CCH Central and previous billing setup. The course is intended for employees and system administrators responsible for managing CCH systems. Additional resources, including eLearning courses and webinars, are available to supplement the training.
CCH Practice Management
CCH Practice Management: Bill Processing end user training (10098966)
This interactive course trains participants to create, authorize, and post draft bills using billing software. Lasting up to 3 hours online, it covers essential functions such as navigating billing screens, viewing WIP reports, and managing draft bills. Key objectives include submitting and authorizing bills and communicating with clients. Pre-requisites include a solid understanding of CCH Central and WIP processes. The course targets employees responsible for billing tasks within CCH Practice Management, including bill raisers and authorizers.