CCH Practice Management 2025.3 Release Notes

Prerequisites

Installing CCH Practice Management 2025.3

This release is installed using the Central Suite Installer. This ensures that all prerequisites are in place and that all the products for which you are licenced are installed in the correct sequence. Click here to learn about the Central Suite Installer.

Software Enhancements

Timesheet Import

The following enhancements have been made to the Timesheet Import.

  • The time period combo defaults to the current weekly period
  • Any entry in red is invalid and cannot be imported
    • Incorrect Client Code
    • Incorrect Assignment
    • Incorrect Job
    • Incorrect Task
  • The first column has been renamed to read Client Code 
  • The "Note: Employee standard rate will be used" has been moved to the settings and replaced with Rows in red will not be imported

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Once an import has been done, a pop-up is displayed advising how many timesheet lines were imported successfully.  (In the example above, all lines were selected, but only the two valid lines were shown as imported successfully).

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Known Issue:

There is a current known issue with the form not clearing fully once an import has been performed.  Either re-select the same employee to import a new sheet or select a new employee to import their timesheet.

Create Bulk Bill - Billing Explanation

The Billing Explanation has been added to Step 1 of the 'Create Bulk Bill' wizard.  This is the same billing explanation option used within the standard Billing Wizard and Bulk Bill Extra Field.

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Legal Notice

Disclaimer : Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of these Release Notes. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. These Release Notes should not be relied upon as a detailed specification of the system or the software. Wolters Kluwer (UK) Limited may make changes to these Release Notes from time to time. This is provided for informational purposes only. The information reflected in this document may be changed or updated without notice. Wolters Kluwer (UK) Limited may also make improvements and/or changes in its products, practices, and/or programs described in this document at any time without notice. This document should not be seen as a contractual agreement, a modification or amendment of any existing contractual agreement with Wolters Kluwer (UK) Limited, or an indication of terms of service. All technical data, specification and other information contained in this document is confidential and the proprietary intellectual property of Wolters Kluwer (UK) Limited and/or its licensors. No reproduction, copy, alteration, or distribution thereof may be made without the express written consent of Wolters Kluwer (UK) Limited.

Copyright: These Release Notes may not be copied, altered, edited, disposed of, or distributed without the prior consent of Wolters Kluwer (UK) Limited. The content is confidential. Unless indicated otherwise all elements of this software product are owned by Wolters Kluwer (UK) Ltd. © 2026 Wolters Kluwer (UK) Limited

Trademark Rights: Microsoft, Windows, Windows NT, Windows for Workgroups, Windows 98, 2000, XP, MSDOS, Windows Vista, Windows 7, Windows 8, Windows 10, Windows Server, Microsoft SQL Server, and Microsoft Office, are either registered trademarks or trademarks of Microsoft Corporation. Novell and NetWare are trademarks of Novell Inc. Citrix MetaFrame is a registered trademark or trademarks of Citrix Systems, Inc. All rights reserved. All other trademarks are the property of their respective owners.

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Related documents

CCH Practice Management 2026.2: Release Notes
Release Notes for CCH Practice Management 2026.2
CCH Practice Management 2026.3: Release Notes
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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.
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