CCH Central
CCH Central provides all the functionality of a contact system, plus additional productivity tools to manage the client relationship and other vital practice data, for example, employee and reporting information. These features are designed to help manage client and contact information, organise CRM tasks, and manage practice resources. It also provides a platform for other CCH applications which extend functionality to carry out full practice management, accounts production or Tax processes.
- Getting Started
- This section describes common window elements and tasks in CCH Central.
- FAQs
- Frequently asked questions on CCH Central
- Working with Contacts and Clients
- Every person or entity that the practice comes into contact with should have a record created for them in the database. The database is made up of contacts and clients, all of whom have some sort of interaction with the practice.
- Assignments
- Assignments
- Jobs
- Tasks
- Assignments Details Page and Tabs
- Milestones
- How to...
- Adding an employee to an Assignment Team
- Adding a Schedule to an Assignment
- Adding a Schedule to an Assignment - Assignments, Schedules and Jobs, and Assignments, Schedules, Jobs and Job Time Recording Modes
- Add Assignment Wizard - Assignment and Schedules Mode
- Add a Job to an Assignment - Assignments, Schedules and Jobs, and Assignments, Schedule, Jobs and Job Time Recording Modes
- Editing an Assignment
- Finding an Assignment
- How to set up work using a custom Assignment
- Setting up the Assignment Billing Timetable to track a budget
- Setting up work using an Assignment Template
- Maintenance
- The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.
- Reports
- Reporting is an invaluable tool when it comes to evaluating the performance of the practice.
- General Data Protection Regulation (GDPR) in CCH Central
- The General Data Protection Regulation sets a new standard in the protection and control of personal data. To have more control over client data while ensuring the transparency of operations, CCH Central provides a set of simple features that can help organizations meet GDPR requirements.
- Support Centre
- Located within Support > Support Centre, it provides Central users with quick access to key support functionality without having to access the Support Website separately.
- Glossary
- Address Types
- Aliases
- Associate
- Auto button on the Create New wizard
- Business Type
- Centre
- Job Modes
- Client
- Company
- Contact
- Custom Categories
- Custom Fields
- Department
- Documents
- Employee Category
- Extras
- Glossary
- Hide form when only one item found
- Include inactive employees
- Mailing Name
- Offices
- Opposite Association
- Rich Text Spell Checker
- Replication
- Salutation
- Search any part of name/code
- Security Group
- Team Security
- Toolbox
- Unspecified
- Assignment
- Mandatory fields
- Search Type Options