Topic results Templates

CCH Document Management
Managing Templates
This document outlines the importance of templates in maintaining business identity and branding. It details the functions of a document management system that allows users to create, edit, and maintain templates such as letters and layouts. Specific features include adding external templates, creating new templates from scratch, and modifying existing ones, ensuring that the business's branding and content requirements are consistently met.
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CCH iFirm Time and Fees
Upload your customised billing template
Upload your customised billing template
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CCH iFirm Time and Fees
Customise the standard billing template
Customise the standard billing template
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CCH iFirm Time and Fees
Download a standard billing template
Download a standard billing template
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CCH iFirm Time and Fees
Learn about date formats in templates
Learn about date formats in templates
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CCH iFirm Time and Fees
Prepare the billing template for editing
After you download the standard billing template, open it in Microsoft® Word. To prepare it for editing, you need to ensure you can view the header and footer areas, and the hidden items and table gridlines.
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CCH iFirm Time and Fees
Merge fields for Statement and Invoice templates
Merge fields for Statement and Invoice templates
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CCH Practice ManagementCCH Central
Assignment Types, Assignment Templates and Assignment Template Groups
This document outlines the concept of assignment types within a practice, categorizing them as chargeable or non-chargeable work. Key examples include accounts, personal tax, payroll, administration, and annual leave. It describes the functionality for setting up assignment types and templates in the Maintenance area or directly for clients. A note emphasizes that additional information can be found in the CCH Central module, alongside linked resources for related topics such as draft clients and the assignments tab.
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CCH Central
Stage 2 of 6 - Choose the template
The document outlines the process for selecting templates in the Mail Merge wizard Stage 2, detailing options for both MS Word and HTML formats. Users can choose Word templates for emails, edit them, and select from various data sources. It explains how to send emails via Outlook or SMP configuration and emphasizes that HTML templates cannot have attachments added at this stage. Finally, it instructs users on how to proceed after selecting a template.
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CCH Central
Stage 2 of 6 - Choose the template: eMail Merge for CCH OneClick
This document provides instructions for setting up the Mail Merge Wizard using a CCH OneClick template in Microsoft Word to generate Request Information for Personal Tax Returns for the year 2021. It details the selection of the CCH message template, specifies the necessary steps for choosing the appropriate year, and guides users in selecting or editing templates from different sources. Additionally, it explains how to query data related to prior year tax returns and highlights the importance of saving new templates in the correct folder.
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CCH Central
Assignments, Assignment Templates and Assignment Template Groups
This document discusses the concept of assignments within a practice, distinguishing between chargeable and non-chargeable work. Chargeable assignments are client-related tasks such as compliance and tax, while non-chargeable assignments include internal activities like sick leave and study. It introduces assignment templates, which streamline repetitive tasks for clients, and explains the creation of assignment template groups that categorize templates by business unit or client type for better organization and efficiency. The document emphasizes the importance of recording all work against assignments and maintaining consistency in workflows.
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CCH Central
Setting up work using an Assignment Template
The document outlines the process of setting up client work using an Assignment Template in a professional services application. It details steps including finding a client, accessing the Assignments tab, and using a wizard to create a new assignment from a template. Users select the desired template, fill in job details, assign partners or managers, and finalize the assignment. This streamlined approach enhances efficiency in managing day-to-day operations and client services.
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CCH Central
Assignment Template Group Type
This document provides step-by-step instructions for managing Assignment Template Group Types within a maintenance system. Key tasks include setting up a new template group, editing existing groups, adding or removing templates, and deleting a group. Users are guided through menu selections, data entry, and confirmation steps to ensure successful changes. Visual aids accompany each section to enhance understanding. Important notes are included about constraints on deleting groups that are actively in use, highlighting potential limitations in the process.
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CCH Central
Assignment Templates
The document provides guidelines for setting up, linking, and managing Assignment Templates in a client management system. It details the process for creating a new template, including naming, coding, and assigning it an Assignment Type. Additionally, it explains how to link an Assignment Template to a Product to facilitate job scheduling and outlines steps for deleting or deactivating templates. Key functionalities include managing template activity status and addressing issues when trying to remove linked products or templates.
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CCH Central
Draft Clients - Include all Assignment Templates
This document outlines a new configuration feature that allows practices to enable all Assignment Templates—both chargeable and non-chargeable—on Draft Clients in the Client Assignments Tab. Previously, only non-chargeable assignments were accessible. Users can adjust this setting by navigating to File > Maintenance > User Defined > Configuration and searching for 'draftclient.' By setting the key value 'DraftClientShowAllAssignments' to '1', all templates will be available; '0' retains the current limitation. A logout is required after changes for them to take effect.
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CCH Document Management
Find Templates
The document describes the functionality of the "Find Templates" window, which displays templates from the relevant library when creating documents. Users can refine their search using the "Search for" box and can organize the templates by dragging column headers, such as "Document Type," for better navigation. An annotated image of the window is included for visual assistance.
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CCH Workflow
CCH Payroll
This document outlines a workflow for payroll processing monitoring, detailing steps to initiate the "_CCH Payroll" workflow for assignments and jobs. It specifies prerequisites, such as proper assignment templates and target date completion for payroll deadlines, emphasizing frequency consistency. An enhancement suggestion includes creating a field category for tracking payrolls requiring client approval and adjusting task responsibilities. The content includes links for image downloads and further resources, with a focus on improving payroll management efficiency.
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CCH Working Paper Management
Template Creation
This document provides instructions for creating and managing working paper templates in a practice setting, specifically using Microsoft Word and Excel. Users can create new templates through the software's File menu, import existing templates, and customize them by inserting merge fields. The steps to check these templates back into the system for further use are outlined, along with visual aids. Emphasis is placed on the need to check in templates after editing to ensure their availability for practice use.
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CCH Central
Templates
This document provides an overview of templates used in CCH Smart Reports, highlighting their role in defining report layouts, including headers, footers, margins, and page orientation. It explains the layout display in the Report Designer, detailing the header, footer, and detail areas. The Report Contents area offers a navigational map for editing components within a template. Users can add headers and footers and utilize the Toolbox and Properties area for customization, with a warning against overwriting default templates.
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CCH Central
Stage 2 of 6 - Choose the template: eMail Merge for Letter
The document outlines the process for selecting a template in the Mail Merge wizard Stage 2. It describes options for formatting (Word or HTML), sourcing templates from CCH Central or CCH Document Management, and the ability to preview or edit existing templates. It highlights the use of Queries and Reports for selecting data sources and offers functionality for searching templates by name. Finally, users are instructed to select their chosen template and proceed by clicking "Next."
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CCH Practice Management
Setting up a Remittance Template
This document provides a step-by-step guide on setting up a Remittance Template using Document Styles. It starts by advising users to use the vizcheque.dot as a template for cheques. The procedure includes accessing the Document Styles menu, entering a description, enabling the template, selecting a Word template, and setting the document type to Supplier Payment. Finally, it instructs users to confirm the setup by closing the Document Styles window. Related resources on creating document styles are also referenced.
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CCH Corporation Tax
Saving and Loading Tangible Fixed Assets Templates
This document provides guidelines on how to save and load Tangible Fixed Asset templates within a financial application. It explains that users can create modified templates, which will retain the structure (rows, columns, headers) but not the client data. Instructions for saving a template include accessing the "Save Template" feature and naming it uniquely. Similarly, to load a saved template for another client, users must select from a dropdown menu. Confirmation messages indicate successful saving and loading of the templates.
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CCH Corporation Tax
Profit and Loss templates
This document outlines the process of creating and managing Profit & Loss templates within CCH Corporation Tax. It explains how to create a standardized layout tailored to specific company types or sizes, save the template with a designated name, and load it for use in different client records. Notably, while the template saves descriptions and layouts, tax categories and iXBRL tags are not included. The document serves as a guide for ensuring consistent financial reporting across various clients' accounts.
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CCH Document Management
Merge Fields - Non-contact
This document outlines the available merge fields for non-contact related templates, detailing each field's name, relevant windows, tabs, and the source sections for populated data. Key fields include document identifiers such as "FileName" and "DocumentId," as well as address components like "Address1," "Town," and employee-related fields such as "CreatedBy," "FromEmail," and "SignatoryRole." The document serves as a reference for configuring templates within a specific library, ensuring users can effectively utilize the correct fields for document creation.
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