Getting Started
This section helps to get you started with CCH Practice Management. In order to setup and utilise CCH Practice Management software efficiently, you will need to ensure that the Central database is configured correctly.
Note: In order to setup and utilise CCH Practice Management software efficiently, you will need to ensure that the Central database is configured correctly.
For guidance on setting up CCH Central click here .
- Toolbox Options
- You can customise the contents of the Homepages by using the Toolbox.
- Toolbox: Aged Creditors
- Toolbox: Aged Debt
- Toolbox: Aged WIP
- Toolbox: Approve
- Toolbox: Budget Analysis
- Toolbox: Budget Variance
- Toolbox: Database Analysis
- Toolbox: Employee Budget
- Toolbox: Employee Leave
- Toolbox: Fee Analysis History
- Toolbox: Portfolio Analysis
- Toolbox: Productivity
- Toolbox: Recent Activity
- Toolbox: Recoverability
- Toolbox: Staff Utilisation
- Toolbox: Standing Orders
- Toolbox: Tasks
- Toolbox: Top Ten
- Toolbox: Homepage