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CCH Software User Documentation


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An overview of 'Tasks'.

A task is an activity or the basic step that each employee does when carrying out work for the practice.

The time taken on a task, or an expense associated with a task is either chargeable or non-chargeable to a client and is accounted for by way of recording information on Timesheets and Expense Sheets. Each task has a code associated with it and is maintained in the system under a Task Code.

A task could be any one of these examples:

  • First draft of Accounts
  • Phone call
  • Collate information
  • Check accuracy
  • Sign off work


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