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CCH Central
Bulk Update Wizard: Delivery Method field
This document outlines the procedure for bulk updating the Delivery Method field for assignments within the Bulk Update Wizard. It begins by introducing the new option for users to modify this field through the Assignment screen's Fee Budgets and Repeat Bills section. Users can select assignments, choose the Delivery Method from a drop-down menu, and set values like Post, Portal, or Email via a step-by-step process. The final confirmation tab allows users to complete the update, impacting billing workflows by determining how bills are delivered to clients.
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CCH Central
Shared Fields
The document outlines how to manage shared field selections in Smart Reports, particularly for fields like ‘Bill Date’, ‘Bill No’, and ‘Billing Company’ that may apply to reports from different areas, such as Debtors and Fees. It explains that field selection is contextual based on other selected fields, and if both Debtors and Fees are included, the system prompts adjustments via an "Amend Multiple Providers" window. Instructions for modifying shared field selections are also provided.
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CCH Central
Adding fields to a new or existing template from Reports
This document outlines the process for creating or amending templates that incorporate tables populated with data from CCH Reporting or Smart Reports. Users can modify existing templates or create new ones using the Mail Merge Wizard. The steps include selecting clients, choosing the correct data source, and inserting merge fields to fill tables with report data. After inserting necessary fields, users are reminded to save the template and are provided additional guidance on how to run a mail merge with associated templates. The document emphasizes attention to detail in entering field names for successful data merging.
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