Practice Packs
Last update:OnboardingCCH CentralCCH Practice Management
Software and database installation (10091331)
This document outlines the installation process for software and a pre-configured database following an order confirmation. It emphasizes the importance of ensuring that the IT environment meets necessary hardware and software specifications, as well as the role of a Consultant in reviewing infrastructure and advising on deployment options. Key areas covered include SQL revisions, resource allocation for installations, workstation deployment methods, and scheduling installation access rights. Users are encouraged to review a hardware system requirements guide prior to installation discussions.
CCH Central
CCH Packs: Central Implementation Consultancy
The document outlines an implementation meeting focused on configuring the CCH Database and navigating its features. The course, lasting up to 3 hours across two sessions, aims to teach participants how to create and update client information, run mail merges, and generate Smart Reports. Key objectives include ensuring that attendees can manage client contacts, perform bulk updates, and effectively use advanced search functionalities. Prerequisites include prior completion of SP Central implementation consultancy, and it is intended for all users of the CCH system. Additional resources and support options are provided.
CCH Central
CCH Central: essentials training online (10133811)
This document outlines a course designed for new users of CCH Central, focusing on navigating and customizing the software to meet individual and firm needs. It has no prerequisites and lasts 1 hour 45 minutes, utilizing an interactive training platform called CloudShare for hands-on experience. Course content includes navigation, search customization, task management, and client record management. It aims to provide essential knowledge for first-time users and includes links to additional resources such as eLearning courses, webinars, and a glossary for customer onboarding.
CCH Central
CCH Central: enhanced training online (10133812)
This document outlines a training course on CCH Central, focusing on client and contact management for users with permissions to modify client data. Prerequisites include prior essentials training, and the course lasts 2 hours and 30 minutes, delivered via the interactive CloudShare environment. Key topics include managing client and employee records, bulk updates, mail merges, and configuring smart reports. The course is designed for individuals responsible for client administration who wish to enhance their understanding of related processes. Additional resources, such as eLearning and webinars, are also provided.
CCH Practice Management
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: 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: 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.