Onboarding
Multi-Factor Authentication
Multi-Factor Authentication (MFA) significantly reduces the risk of unauthorised access and helps protect organisational and client data.
Topic results Authorisation
CCH IFirm MTD For Income Tax
How to Authorise CCH iFirm MTD for Income Tax with HMRC
To ensure compliance with Making Tax Digital (MTD) regulations, it is essential to properly authorise your CCH iFirm software for Income Tax with HMRC.
CCH Practice Management
Setting up who will give secondary authorisation to an employee
This document outlines the procedure for implementing secondary authorization for bills and timesheets associated with employees, typically for cases involving high value or excessive hours. It explains how to set up or modify secondary authorities through the Employee Details page, detailing steps to select authorized personnel for this task. Additionally, it provides related resources for further assistance.
CCH Practice Management
Setting up Timesheet Authorisation Operation Mode
The document outlines the Timesheet Authorisation Mode, detailing flexible processes for authorising and billing time from timesheets. It describes various options, including Standard VPM and Project Based Authorisation, with different controls over timesheet posting. The modes vary from strict authorisation processes requiring management approval to immediate posting without authorisation. Key features include how unposted WIP entries are managed, with emphasis on roles and responsibilities within the assignment team. The document concludes with instructions for saving changes in the system.
CCH Practice Management
Authorising and posting an invoice from the Supplier page
This document provides a step-by-step guide on how to search for suppliers, open supplier records, and manage purchase invoices within a software application. It outlines the process of searching by name, selecting search options, viewing invoice details, and authorizing or modifying invoices. Key functionalities include searching for suppliers, accessing purchase invoices, updating tax rates, and posting invoices to the supplier ledger. Users are informed about essential options for managing their searches and invoices, ensuring proper tracking and authorization processes.
CCH Practice Management
Authorising and posting a Supplier invoice
This document outlines the process for authorizing and posting a supplier invoice using the Bookkeeping menu. Key steps include selecting the relevant invoice, changing its authorization status, confirming authorization, and finally posting the invoice to the supplier ledger. It also mentions the ability to view and manage invoices in the Submitted and Authorized Invoices window. Additional related links for further guidance are provided.