Topic results Client Suppliers

CCH Central
Setting up Alias/Aliases Types
The document outlines the procedure for recording aliases associated with contacts or clients in a database to ensure comprehensive records. It details the steps for defining and entering alias types in the system, which can be selected when adding aliases in the Contact or Client Page. The instructions can be accessed via the main menu under Maintenance and include entering descriptions for alias types, creating new entries, and saving changes.
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CCH Central
Setting up Business Types
This document outlines the process of setting up and managing business types in CCH Central for contacts and clients. Users can classify contacts by specific business types, which serves as a filter during searches. A default business type of 'Other' is assigned to new contacts, and various predefined business types include Auditor, Bank, and Solicitor. Additionally, permissions restrict editing of records linked to these types. Instructions for adding or modifying business types are provided, along with guidance on managing display options and permissions.
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CCH Practice Management
Using Account Status
This document outlines the management of Account Status types ("On Hold" or "Open") for clients and suppliers within a system. It details how to set up, edit, and delete account statuses, which consist of descriptive labels and their associated types. The account status affects operations, such as preventing transactions for "On Hold" accounts. Users can customize descriptions through a designated maintenance function, and warnings are issued when entering time against records that aren't "Open." Instructions for each action are provided in a step-by-step format for ease of use.
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CCH Practice Management
Tax Rates
This document provides step-by-step instructions for setting up and deleting tax rates in a system. To set up a tax rate, users must enter necessary information such as the tax percentage, descriptions, and bookkeeping reference, and save the changes. To delete a tax rate, users need to select the desired rate, confirm the deletion, and then save the changes. The document features detailed procedures intended for accounting purposes.
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CCH Practice Management
Client/Supplier: Setting up Alias Types
This document outlines the procedure for recording and defining alias types for contacts or clients in a database to ensure complete records. It details the steps for setting up an alias type through the system's maintenance menu, including entering descriptions and saving changes. The document emphasizes the role of the system administrator in defining alias types and provides a related link for additional guidance.
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CCH Practice Management
Client/Supplier: Payment Type
The document provides a step-by-step guide on how to set up and delete payment types in a software system. It outlines the process for adding new payment types by entering a description and editing existing ones, as well as detailed instructions for deleting payment types. Users are instructed to navigate the File menu for maintenance tasks and to confirm actions through prompts, ensuring that changes are saved before closing the Payment Type window.
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CCH Practice Management
Client/Supplier: Dispute Types
The document outlines instructions for managing dispute types in a creditor account system, specifically focusing on how to add or delete these types. Dispute types categorize reasons for withheld payments, such as disagreements over terms or items not received. It provides step-by-step procedures for adding a new dispute type and deleting an existing one, including navigation details and confirmation steps.
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CCH Practice Management
Client Tax Rates
The document provides a step-by-step guide for setting up and deleting Client Tax Rates. To set up a tax rate, users must enter a short name, description, and discount multiplier, select a tax rate from a dropdown, and specify its applicable contact scope before saving changes. For deletion, users select the desired tax rate and confirm the deletion. The document includes navigation paths and important notes regarding the fields to be filled, especially about the discount multiplier affecting tax rate entry.
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