Maintenance
- Using the Maintenance menu
- The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.
- Internal
- Setting up Association Types
- Deleting Association Types (CCH Practice Management)
- Setting up a Centre in CCH Practice Management
- How to Delete a Centre (CCH Practice Management)
- Setting up a Company
- How to Delete a Company (CCH Practice Management)
- Setting up a Department
- Delete a Department
- Setting up an Office
- Delete an Office
- Setting up a Partner
- Delete a Partner
- Setting up Responsibility Types
- Delete a Responsibility Type
- Ledger Maintenance
- The Ledger Maintenance menu option allows you to set up the defaults for the Supplier > Defaults tab. For all new suppliers created in the system, these options define the: Payment Terms Payment Type Nominal Account Tax Rate The default values can be overridden by choosing another value from the selected Supplier > Default tab.
- Security
- Using Security
- Symbols used in Security Settings
- Setting up Assignment Data Security
- How to Edit Employee Group Security (CCH Practice Management)
- Setting up Assignment Team Security
- Setting up an Employee Security Group
- Adding an employee to an Employee Security Group
- Altering Security Group details
- How to Delete a Security Group (CCH Practice Management)
- Set up Task Permissions
- Time Setup
- Using the Processing Time Setup window, you can add and maintain Accounting periods, Time periods and Time Processing Categories for selection and use on Timesheets. You can: Set up a new Accounting Year Edit an Accounting Year Set up a new Accounting Period Edit an Accounting Period Set up a new Time Processing Category Edit a Time Processing Category Delete an Accounting Year, Time period or Time Processing Category
- User Defined
- Editing Aged Debt Bands
- Configuration Keys (CCH Practice Management)
- Setting up Custom Categories
- Adding a Configuration Key
- Deleting Custom Categories
- Setting up Custom Fields
- Deleting a Custom Field
- Setting up links to third party applications
- Removing a third party application link
- Changing application terms to practice terms
- System reports list
The Maintenance menu allows you to configure and maintain the system to best fit how your practice works.