Topic results User Defined

CCH Central
Changing software terms to practice terms
This document provides instructions for customizing terminology in CCH Central to align with a practice's preferred language. Users can enable a configuration key to access the feature, allowing them to replace existing terms. The steps include navigating to the appropriate menu, locating terms to change, inputting new terms, and saving changes. It ensures that the language used within the system is tailored to the specific business needs of the practice.
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CCH Central
Applications
This document provides a step-by-step guide for setting up and accessing third-party applications within a user-defined menu in CCH Central. It outlines how to enter application details, including the name, command line path, and icon, to create links in the applications menu. Additionally, it describes setting a configuration key that enables maintenance of these applications and instructions for removing links when no longer needed. Users are advised to consult their IT administrator for command line information.
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CCH Central
Customising CCH Central
This document provides guidance on using configuration keys within the CCH Central system, outlining their role in managing system functionality and administration. It details the responsibilities of the system administrator for maintaining and setting up these keys, and emphasizes that all configuration fields are free-text, which requires accuracy for proper system operation. The document includes examples of configuration keys and instructions for setting them up, as well as information on enabling third-party applications to work with CCH Central. For further assistance, users are advised to contact CCH Support.
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CCH Central
Extra Field Groups
This document provides instructions on creating and managing Extra Field Groups for organizing additional information, such as payroll details, and establishing security levels for visibility. Users can create new groups, modify their names, and set up access restrictions. The document includes a step-by-step guide for setting up and deleting Extra Field Groups, emphasizing the importance of ensuring no conflicts exist when attempting deletions. Users are advised on navigating the software menus and ensuring changes are saved properly.
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CCH Central
Extra Fields and Categories
This document outlines the functionality and management of Extra Fields within a software system, allowing users to record additional, non-standardized data related to contacts, clients, suppliers, employees, and assignments. It details how Extra Fields can be set up, categorized, and displayed in various windows. The guide explains the importance of these fields for sorting, filtering, and reporting purposes. It also covers how to make fields inactive or delete them, along with the security measures to control visibility of Extra Fields for different user groups. Overall, it serves as a comprehensive manual for utilizing Extra Fields effectively.
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CCH Audit Automation
User Defined Graphs
This document outlines the process for defining and managing custom graphs using a system integrated with trial balance and equation data. Users can create up to 10 series per graph and view or print these graphs. Instructions cover adding, editing, and deleting graphs, as well as customizing their appearance through various settings. Features include a user-friendly definition dialog, options for plotting data, graph styles, and Y-axis manipulation. Additionally, it explains how to copy graphs to the clipboard, print them, and reset settings to defaults, enhancing analytical review tools in audit automation.
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CCH Trust Accounts
User-defined Reports
Transaction Reporter is an intuitive reporting tool designed for users to create custom reports by dragging fields from a picklist. It allows reporting on individual or multiple clients, sorting, filtering, and exporting data to MS Word or Excel. Key uses include generating client lists, analyzing stock performance, and reporting on trust accounts. An optional Excel module enhances functionality by enabling direct report generation into spreadsheets. It includes templates for single and cross-client reports, allowing users to easily format and visualize data. Overall, it simplifies ad hoc reporting without requiring technical expertise.
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CCH Practice Management
System reports list
This document details a maintenance menu feature allowing Practices to replace default System Reports with their custom Smart Reports within a Practice Management system. It describes how to link custom reports, reset links after updates from Wolters Kluwer, and manage report permissions. Users can navigate to the menu and utilize specific categories for re-linking. Additionally, it highlights the restriction of user access to the maintenance menu and outlines the process for deleting custom reports set as system reports.
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CCH Practice Management
Links to third party applications
The document outlines the process for setting up links to third-party applications within CCH Practice Management. It includes steps for configuring a key to allow third-party applications, entering application details such as name, command line, and icon, and creating a task bar menu for easy access. Additionally, it provides instructions on how to remove an application link from the task bar. Overall, it serves as a guide for enhancing user functionality by integrating external applications into the CCH system.
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CCH Practice Management
Editing Aged Debt Bands
This document outlines the process for editing Aged Debt Bands, which classify overdue invoices by age. It describes accessing the Aged Debt Bands window, noting that six bands must always be defined. Users cannot edit the Start Day directly; instead, adjustments to the End Day of the previous band are required to change it. The document also instructs users on how to save changes after editing.
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CCH Practice Management
Custom Categories
This document outlines the process for setting up and deleting custom categories within a system. Custom categories allow users to define specific attributes, such as whether a client receives a newsletter, with pre-defined values like 'Yes' and 'No.' Instructions are provided for creating categories, making them mandatory, entering values, and saving changes. Additionally, the document describes how to delete specific values or entire categories, including confirmation prompts for deletions. Overall, it serves as a user manual for managing custom categories in the system.
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CCH Practice Management
Custom Fields
The document provides instructions for setting up and deleting custom fields in a user-defined maintenance system. Custom fields can record unique information, such as Date of Birth, and appear under the Extra tab on various pages like Assignment, Contact, and Employee. The setup process includes naming the field, selecting display options, making it mandatory, and choosing the data type. Deleting a custom field involves selecting it and confirming the deletion, with a reminder that it will be removed from all associated records.
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CCH Practice Management
Configuration Keys
The document outlines configuration keys for customizing an application, emphasizing the modification procedures under Maintenance. It details billing and cash posting options, including billing allocation methods (FIFO, Pro Rata), and settings for document creation paths. Additionally, it explores miscellaneous keys relevant to accounting practices and secondary authorization for invoices. Key functionalities concerning application launching, report generation, and advanced settings in VIZ Essentials are discussed. Each key is defined with its value and functional implications, guiding users in optimizing the application for their operational needs.
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CCH Practice Management
Changing application terms to practice terms
This document outlines the procedure for changing application terminology to familiar terms used by a practice. It details how to set up a configuration key, access the Custom Screen Text window, and replace original terms with new terms. The steps include selecting and editing terms, saving changes, and provides a related resource link for further guidance.
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CCH Practice Management
Adding a Configuration Key
The document outlines the importance of configuring key settings in software to ensure optimal functionality. It details the Configuration window, highlighting the role of the system administrator in maintaining accuracy and establishing new configuration keys. Each key consists of a name, value, and optional notes, which contribute to the system's operation and data structure. Guidance is provided for adding new keys, emphasizing correct spelling and formatting. Additionally, it stresses the significance of contacting customer support for assistance with configuration issues.
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