Topic results Time Setup

CCH Practice Management
Time Processing Period creation and maintenance
This document provides step-by-step instructions for setting up, editing, and deleting Time Processing Categories and Periods within a time management system. Users can create new categories with a description and type, edit existing categories and periods by adjusting dates and types, and delete categories or periods that are not currently in use. Key highlights include guidance on saving changes and confirmations needed during deletions, ensuring users can manage time processing effectively while adhering to system restrictions.
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CCH Practice Management
Time Setup
The document outlines the features of the Processing Time Setup window, which allows users to manage Accounting years, periods, and Time Processing Categories for Timesheets. Users can create, edit, and delete accounting years and periods, as well as manage time processing categories. Additionally, it discusses the Timesheet Authorisation Operation Mode, providing flexibility in timesheet approval processes, and includes links to guidance on accounting year maintenance and time processing period management.
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CCH Practice Management
Accounting Year creation and maintenance
This document provides instructions for managing accounting years and periods within a software interface. It details steps to set up, edit, and delete accounting years and periods through a series of menu selections and form inputs. Key actions include adding year details, modifying descriptions and dates, marking periods as closed or taxable, and confirming deletions. The guidance is structured in clear, numbered lists for ease of use, designed for efficient time setup maintenance in the accounting system.
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