startCCH Practice Management 2026.2: Release Notes
Release Notes

CCH Practice Management 2026.2: Release Notes

CCH Practice Management
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Previous Release

    Prerequisites

    Installing CCH Practice Management 2026.2

    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

    New Configuration Key - PM_IncludeDescriptionCheckDuplicateReceipt

    Duplicate receipt checking within Practice Management has been enhanced to provide greater flexibility when entering or importing receipts.  This enhancement applies to the following areas:

    • Sales Ledger Receipt entry
    • CSV Import
    • Twinfield - automatic receipt synchronisation
    • Twinfield Bank Import

    Previously, when the configuration key PM_CheckDuplicateReceipt was set to 1, the system prevented users from entering or importing receipts that shared the same:

    • Client code
    • Receipt date
    • Receipt value

    These were treated as duplicate receipts, regardless of any other differences.

    A new configuration key has been introduced:

    • PM_IncludeDescriptionCheckDuplicateReceipt (default value: 0)

    This key works in conjunction with the existing PM_CheckDuplicateReceipt configuration key to refine duplicate validation behaviour.

    Existing Behaviour (No Change)

    • PM_CheckDuplicateReceipt = 1
    • PM_IncludeDescriptionCheckDuplicateReceipt = 0

    ➡ The system continues to treat receipts as duplicates if they share the same client code, date, and value.
    ➡ The description field is not considered.

    Description Included in Validation

    • PM_CheckDuplicateReceipt = 1
    • PM_IncludeDescriptionCheckDuplicateReceipt = 1

    ➡ Receipts with the same client code, date, and value are allowed if the description differs.
    ➡ Duplicate validation now includes the description field as part of the uniqueness check.

    The Receipt behaviour applies to the standard sales ledger receipts and the importing of .csv file and Twinfield receipts (either via automatic sync or from the Twinfield Bank Import)

    Note: The PM_IncludeDescriptionCheckDuplicateReceipt configuration key is currently not supported for Multicurrency sites.

    WIP Enquiry - New show all transactions

    A new checkbox, Show all transactions, has been added to the WIP Enquiry screen.  This option is selected by default, displaying all transactions on entry.

    • When selected,  all WIP transactions are shown.
      • Existing filters remain available, including:
        • Chargeable / Non-chargeable
        • Include/exclude billed transactions
        • Include child WIP
    • When a date is entered in Show transactions after, the Show all transactions checkbox is automatically cleared and only transactions after the selected date are displayed.
    • When Show all transactions is re-selected, any date entered in Show transactions after date is cleared, and the full transaction list is shown again.
    CCH_Practice_Management_2026-2_Release_Notes_1.png

    Quality improvements

    Billing > Search for Company

    Previously, searching for a Company would fail if the company name exceeded 50 characters.  In these cases, the following error message was displayed:

    “Central has encountered an error trying to process your search. If this problem persists, please contact your support department.”

    The maximum length for company names has been increased from 50 to 100 characters.  This now aligns with the database limit.

    ITS 68475 - Smart Reports - Aged Debt Report fails with string or binary truncated error

    Some firms encountered the following error:  “String or binary data would be truncated”  This occurred when running the Aged Debt Report, where Office Notes content exceeded 500 characters.
     

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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.

    Wolters Kluwer (UK) Limited, Wolters Kluwer House, 145 London Road, Kingston Upon Thames, Surrey, KT2 6SR

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