Topic results Offices

CCH Central
Deleting an Office
This document provides step-by-step instructions on how to delete an office within a software system. Users are guided to navigate to the maintenance menu, select the office to be deleted, and confirm the deletion. If the office is in use, it cannot be deleted directly, but users can mark it as inactive. Additional steps are outlined for deleting multiple offices and saving changes upon completion. Importantly, it notes that offices linked with clients or employees display an error when deletion is attempted.
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CCH Central
Set up an Office Branch
This document provides a step-by-step guide on how to set up an office branch within a practice management system. It outlines the essential information required, including office name, office code, address details, and contact information. The instructions explain how to enter new office data, edit existing entries, and save changes. It emphasizes the assignment of clients, partners, and employees to offices for reporting purposes.
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CCH Practice Management
Offices
This document provides step-by-step instructions for setting up and deleting offices in a management system. To set up an office, users need to navigate to the appropriate menu, enter details like office name, code, and address, and save their entries. For deleting an office, users must select the office and confirm deletion, noting that offices linked to clients or employees cannot be deleted. The process emphasizes the importance of saving changes after both creating and deleting offices.
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