CCH Practice Management
CCH Practice Management: manage your clients and your practice with ease. Produce, collaborate and track the progress of both upcoming and past work to improve practice performance. Get ahead with accounting practice management software that allows you to eliminate bottlenecks and manage workflows.
- Getting Started
- This section contains topics that tell you about...
- Suppliers
- About Suppliers
- The Supplier page
- Adding suppliers to the database
- The Defaults tab
- The Main tab
- The Addresses tab
- About Addresses
- About Address Maintenance
- The Extra tab
- The Associated tab
- The Responsibility tab
- The Documents tab
- The Activities tab and Task Details page
- How To...
- Allocate a new partner responsibility
- Delete a partner responsibility
- Assignments
- Using Assignments
- Assignments, Assignment Templates and Assignment Template Groups
- Schedules and Schedule Templates
- The Find Assignment Window
- Assignment Details Page
- Assignments - Field Chooser
- Job Details Window
- Tasks
- Stages
- Stage Categories
- Add Assignment - Assignment and Schedules Mode
- Add Assignment - Assignments, Schedules and Jobs, and Assignments, Schedules, Jobs and Job Time Recording Modes
- Add a Job to an Assignment - Assignments, Schedules and Jobs, and Assignments, Schedule, Jobs and Job Time Recording Modes
- Add a Schedule to an Assignment - Assignments, Schedules and Jobs, and Assignments, Schedules, Jobs and Job Time Recording Modes
- Editing a Schedule
- Editing a Job
- Deleting a Job
- Finding an Assignment
- Editing an Assignment
- Creating a Bill
- Deleting an Assignment
- Setting up work using a custom Assignment
- Setting up work using an Assignment Template
- Adding a Schedule to an Assignment
- Deleting a Schedule from an Assignment
- Adding a Stage to a Schedule
- Adding Stages from a Schedule Template to a Schedule
- Allocating a Stage to an Employee Category
- Deleting a Stage from a Schedule
- Rolling Forward a Schedule
- Adding a Task to a Stage
- Adding an employee to an Assignment Team
- Deleting a Task from a Stage
- Setting up the Assignment Billing Timetable to track a budget
- TimeSheets, Expense Sheets and Disbursement Sheets
- The practice uses the information captured by Timesheets, Expense Sheets and Disbursement Sheets to charge back the time and costs spent working on tasks. The time and costs are charged to the client WIP so that the client can be billed for the time and costs spent.
- Billing
- There are a number of steps to be completed when raising a bill for a client. The process begins with an analysis of client WIP to determine which clients are to be billed and for how much. Once WIP details are identified, a draft bill can be generated for the client using the Billing Wizard.
- Adding a miscellaneous charge to a bill
- WIP Adjustments
- Allocating amounts in a bill
- Using the Billing Wizard
- Assigning fee dimensions to a bill
- Previewing or printing an adjustment note
- The Billing Main window
- Authorising and posting a bill
- Copying text from other bills
- Copying the content of a posted bill
- Bill Creation Workflow
- Defining the Invoice layout
- Creating a draft bill
- Master Paragraphs
- Creating a template for a standing order
- Standing Orders
- The Bill Amounts window
- Viewing and Grouping WIP Items
- Filtering WIP Items displayed
- Creating or removing a billing group
- The Bill Paragraphs window
- Defining Billing Paragraphs
- The WIP Enquiry window
- Using estimates in billing
- Entering a credit note for a client
- Using miscellaneous charges in billing
- Entering a write-on or write-off when billing
- Viewing a partner's billing history
- Printing a Bill
- Reversing a bill
- Viewing Bills Ready to Print
- Running a prebilling report for a client
- Viewing client WIP
- Selecting the billing address and adding other details when billing
- Viewing standing orders and draft bills
- Viewing a Billing Group
- Viewing the practice's full billing history
- Viewing a Draft Bill
- Viewing an existing bill for a client
- Viewing WIP summary by client or assignment
- Creating an estimate fee for a client
- Creating a Bill
- Deleting Draft Bills
- WIP and Debtors - An Introduction
- Maintenance
- The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.
- Generating Reports
- Reporting is an invaluable tool when it comes to evaluating the performance of the practice. It allows you to generate a wide variety of reports according to what you need. You can choose from a large range of pre–defined reports (accessed from the tool bar) or you can customise your own reporting criteria using the CCH Reporter engine. The reporting capability allows you to: export reports to Microsoft Word and Microsoft Excel produce customised reports create letters using the mail merge feature. CCH Reporter has its own help file. To open the CCH Reporter help file you can click the CCH Reporter book in the Table of Contents or go into the CCH Reporter area and press [F1].
- Workflow
- Users can create workflows that are specific to CCH Practice Management. The workflow type Practice Management, is available when creating workflows in Standard and Workflow Designer, which will allow practices the ability to automatically email statements to clients using a workflow. The available Step Types for Practice Management workflows within Standard Designer or Workflow Wizard are the Client/Contact types and the Practice Management specific step types: Bill Due Date Task (this checks the Due date of the invoice within debtors enquiry) Bill Paid (this checks if the invoice has been fully paid) Bill In Dispute (this checks is a bill is in dispute or not)
- Glossary
- This Glossary explains words and terms used in CCH Practice Management.
- Simplified Authorisation
- Standard VPM authorisation
- Address Types
- Aliases
- Assignment
- Assignment Team
- Assignment Templates
- Assignment Template Groups
- Assignment Types
- Associate
- Authorise
- Billing Groups
- Billing or Billable
- Bill Sequencing
- Budgets
- Calendar Entry
- Centre
- Chargeable Assignments
- Charge Rates
- Child Client
- Client
- Code Types
- Comment
- Company
- Contact
- Custom assignment
- Custom Categories
- Custom Fields
- Daily entry
- Daily Timesheet Entry
- Daily Timesheet Fields
- Department
- Disbursements
- Disbursements Employee
- Dispute Type
- Documents
- Document Creation Settings
- Document Style Defaults
- Due Date
- Employee Categories
- Employee Cost Rates
- Employee Planner Colour Code
- Estimate to complete
- Expenses
- External Assignments
- Extras
- Fee
- FIFO WIP Entry Method
- Glossary
- Group billing flowchart
- Hide form when only one item found
- Included Time
- Include inactive employees
- Invoice Template
- Jobs
- Mailing Name
- Master Paragraphs
- Merge Field
- Milestones
- Miscellaneous Charge
- Nominal account
- Offices
- Opposite Association
- Overheads
- Overtime Types
- Parent Client
- Periodic Entry
- Post
- Post WIP Responsibility
- Premier Configuration Key data
- Primary Stationed Record
- Pro-rata WIP Entry Method
- Project based authorisation
- Replication
- Responsibility type
- Rich Text Spell Checker
- Roll Forward Options
- Salutation
- Schedules to Roll Forward
- Schedule Templates
- Search any part of name/code
- Secondary Authorisation
- Secondary Authorisation Configuration Key
- Security Group
- Simplified Authorisation
- Smart Tasks
- Stage - TO BE DELETED
- Standard PM authorisation
- Standing Order
- Submit
- Suppliers
- Task
- Task Codes
- Task Permissions
- Tax Type
- Team Security
- Time
- Timesheet
- Timesheet flowchart
- Time Processing Category
- Toolbox
- Toolbox: Aged WIP
- Unspecified
- Adjustments ready to print
- WIP
- Word Field
- Write Off
- Write Up