Topic results Configuration

CCH Practice Management
CCH Practice Management: Setup and configuration training (10091240)
This course focuses on training participants in the setup and maintenance of CCH Practice Management within CCH Central. It consists of two interactive sessions lasting up to three hours each, covering company and employee setup, security permissions, client management, and timesheet training. The course aims to equip attendees with the skills to manage the database in compliance with company policies. It is designed for CCH users and system administrators, requiring a good understanding of CCH Central beforehand. Additional resources, including eLearning and webinars, are also available.
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CCH Document Management
Configuration and Maintenance
This document outlines the necessary configuration tasks for setting up CCH Document Management within an organization. It includes topics such as maintaining document types, employee filing permissions, libraries for document categorization, licensing, security protocols, and integration with workflows. Each section provides guidance on managing document archives, types, links, and shortcuts, as well as ensuring access controls are adhered to. Overall, it serves as a comprehensive guide for administrators to effectively manage and organize documents in the CCH Document Management system.
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CCH Central
Setting up CCH Central
This document outlines the Maintenance area within the CCH Central system, detailing how it can be configured and maintained to suit practice needs. It describes the structure of menus and submenus, including options for setting up company information, employee categories, security permissions, and document creation settings. The system administrator is tasked with ensuring the system operates correctly and securely. Additionally, it advises that access to the maintenance area should be limited to prevent unintended changes impacting the application. For uncertainties, consulting a CCH expert is recommended.
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Power BI
How do I get started?
This document serves as a prerequisite guide for implementing Power BI within a practice. It outlines essential steps such as purchasing a Power BI Pro license, ensuring staff proficiency through available online courses, and installing a gateway for data access. Additionally, it emphasizes the need to create a workspace for reports and maintain a detailed employee spreadsheet. The aim is to thoroughly prepare practices for effective Power BI deployment, offering resources like webinars for further education.
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CCH Audit Automation
Exchanging data between CCH Accounts Production and Audit Automation
This document provides a detailed guide for configuring CCH Accounts Production and CCH Audit Automation to facilitate data exchange, particularly focusing on transferring Trial Balances and journals. It outlines the necessary one-time setup tasks, including creating file structures for export and import and configuring system options. Step-by-step instructions are given for exporting Trial Balances to CCH Audit Automation, importing them, and transferring journals back to CCH Accounts Production, emphasizing the importance of correct mapping and handling potential errors during these processes.
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CCH iFirm Contact Management System
Find Contacts/Clients screen, CCH iFirm Icon
Find Contacts/Clients screen, CCH iFirm Icon
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CCH iFirm Contact Management System
Other areas - Reports and Contact Settings
Other areas - Reports and Contact Settings
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CCH iFirm Contact Management System
CCH iFirm Contact Management - walk through
CCH iFirm Contact Management System - walk through
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CCH iFirm Contact Management System
Firm Settings - Application Integration
Settings
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CCH iFirm Contact Management System
Firm Settings - Dashboard Content
Settings
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CCH Workflow
Configuration Keys
This document outlines the configuration keys for managing CCH Workflow settings after an upgrade. It explains the "Service Nag" key for hiding service messages about the workflow service's status. Additional configurations include "WorkflowLoggerMaxDays" for setting log retention duration, "WorkflowLoggerMaxRows" to limit log entries, and "WorkflowLoggerPollIntervalSeconds" to define maintenance polling intervals. Instructions suggest exiting and re-entering CCH Central to activate new settings. Default values and implications of key settings (e.g., retaining all records) are also discussed.
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CCH Workflow
CCH Workflow: configuration and deployment consultancy (10091313/10091314)
This document outlines a training course aimed at enhancing workflow processes using CCH Central. The course includes two online sessions where consultants collaborate with practice managers and specialists to analyze and modify existing workflows or create new ones tailored to specific business needs. Key objectives include setting up workflows, reviewing requirements, and planning deployment. Participants should have established a documented business process beforehand. The course is designed for practice managers, departmental partners, and senior specialists responsible for workflow development. Additional resources for learning about the software are also provided.
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CCH Central
Using Tabs
The document outlines the tabbed interface of the CCH Central software, detailing how information is organized in tabs for various records like contacts, clients, assignments, suppliers, and employees. Key features include right-click options for tab management such as closing, detaching, and reordering tabs, along with customization options for displayed tabs and styles (scrolling or multi-line). The Tab Chooser functionality is highlighted, which allows users to select and arrange tabs, requiring specific permissions for access.
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CCH Central
Main Menu
The document outlines the features of the Main Menu in an application, which is consistently displayed at the top of pages. Key options include "File" for managing records, "Favourites" for organizing reports, "Tasks" for quick navigation, "Other applications" for accessing licensed tools, "Windows" for managing open pages, "Billing and Bookkeeping" for practice management features, and "Support" for accessing help resources. An image of the Main Menu is also included for reference.
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CCH Central
Useful Shortcuts
The document provides a list of useful keyboard shortcuts applicable across system modules. It details keystrokes such as clicking on column headings for sorting, using [Ctrl] with clicks and keys for various functions like copying, pasting, and navigating data entry lines. Key shortcuts also include [Ctrl + Enter] to finalize entries and [Home] and [End] for moving to the beginning or end of a line. These shortcuts aim to enhance efficiency in data management and navigation within the system.
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CCH Central
Responsibility tab
The document outlines the functionality of the Responsibility tab in the Contact and Client pages, which is used to manage information regarding team members assigned to client work. Users can define roles such as Client Manager or Junior Accountant, which are maintained by a system administrator. The document details the process for adding team members, specifying responsibilities, and managing partner allocations, including start and end dates. Additional fields allow for department, office, and company assignments, as well as client-specific notes. Overall, it serves as a guide for setting up responsibilities for client management.
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CCH Central
Rich Text Spell Checker
The Rich Text Spell Checker automatically highlights spelling errors in text entries with a red underline. If errors are not highlighted, users should check with their System Administrator regarding configuration settings. To correct errors, users can right-click the underlined word for suggested corrections. If a desired word is not suggested, it may not be in the dictionary; users can add it or choose to ignore the error to remove the underline.
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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
To Do tab
The document outlines the features of the "To Do" tab, where users can view and update tasks associated with a chosen Contact or Client. Users can filter tasks by status (Not Started, Planned, In Progress, Complete) and due dates. It also provides options to create new tasks through a menu defined by system administrators, including activities like appointments, emails, and phone calls. Additionally, tasks can be accessed and created directly from the "Find" page.
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CCH Central
Navigation in CCH Central
The document serves as a navigation guide for CCH Central's landing page. It outlines its key components, including the Main Menu, Task Bar, Toolbar (which can be repositioned), Tab Bar (indicating the current page), and the Content Area, which displays relevant information. Each section includes links for further details, guiding users on how to effectively utilize the interface for improved navigation and access to tasks within the platform.
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CCH Central
Task Bar
The document provides a detailed overview of the Task Bar in the CCH Central application, highlighting its position, functionality, and customization options. The Task Bar, located between the main menu and toolbar, updates dynamically based on the open window, offering one-click access to main features such as Clients, Contacts, Assignments, Employees, and Smart Reports. Users can minimize or expand the Task Bar and can access third-party applications through it. Instructions for launching specific applications like CCH iXBRL Review and Tag are also included.
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CCH Central
Toolbar
This document discusses the features and placement of a toolbar within a content area, which can be positioned either at the top or bottom. Key toolbar items include Home, Contacts, Clients, Assignments, Employees, Reporting, and Smart Reports. It also notes that additional options may appear based on installed licenses and plug-ins, such as Suppliers, Campaigns, Scan, and Documents. The document includes a visual representation of the toolbar for clarity.
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CCH Central
Main tab
The Main tab provides essential contact details for clients, including editable fields such as aliases, notes, creation dates, and personal information like birthdates. It includes options to copy addresses and manage demographic data through fields specific to individuals. Important date fields, such as “Became Client” and “Year End,” are also featured, along with tax-related information like tax type, registration number, and tax reference. Primary address and phone details are managed separately in the Addresses tab.
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