startCCH Practice Management 2026.1: Release notes
Release Notes

CCH Practice Management 2026.1: Release notes

CCH Practice Management
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Previous Release

    Prerequisites

    Installing CCH Practice Management 2026.1

    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 find out more about the Central Suite Installer. 

    Software enhancements

    CSV Import - update to use Aspose

    In the 2025.3 Service Pack, we introduced a configuration key to address an issue related to the 'Microsoft.ACE.OLEDB.12.0' provider, which some firms were experiencing on Windows 11 machines.

    We have now permanently integrated the Aspose component, eliminating the need for this configuration key. As a result, the key has been removed.

    Quality improvements

    ITS 68430 - Clients: WIP Enquiry - No change to transactions after selecting a date

    Previously, selecting a date in “Show transactions after” within WIP Enquiry had no effect. The system did not apply the date filter, resulting in all WIP transactions being displayed.

    ITS 62877 - Duplicate bills are being created on auto posting

    Previously, some firms reported that occasional duplicate bills were created when repeat bills were marked as auto‑posted.

    ITS 37097 - Able to open a closed Assignment within a Closed client without any warning

    Previously, when a client was marked as Closed, employees could still reopen a closed assignment. This issue has been resolved. The Assignment Status field is now disabled for closed clients, preventing any changes to assignment status. The client will need to be reopened first.

    Able to add a new assignment to a Closed client without any warning

    Previously, employees could add new assignments when a client was marked as Closed.  This issue has been resolved. A pop-up message now appears stating:  “You cannot add a new assignment against a closed client". The client will need to be reopened first.

    ITS 45005 - Able to raise invoices against a Closed Client

    Previously, when a client was marked as Closed, employees could still select the client and raise an invoice.  A pop-up message now appears stating: "You cannot raise a bill against a closed client". The client will need to be reopened first.

    Related documents

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