CCH Practice Management 2024.2: Release Notes

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CCH Practice Management 2024.2 Release Notes

Prerequisites

Installing CCH Practice Management 2024.2

This release is installed using the Central Suite Installer. This ensures that all prerequisites are in place and that all the products for which you are licenced are installed in the correct sequence. Click here to learn about the Central Suite Installer.

Software Enhancements

ITS 67935 - WIP enquiry performance

The WIP enquiry window's performance has been improved to aid data retrieval for Firms with large historic WIP transactions.

Quality Improvements

AML Tab displaying for Suppliers

Previously, the new AML Tab was being displayed against Suppliers.

Smart Report - WIP History detail - Error reporting "The report would return too much data"

It was reported that the above report failed with the following message: "The report would return too much data" when trying to run. The company name field has now been increased from 50 to 150.

ITS 67904 - When posted bills are stored in DM, the Archive and Destruction dates are not applied

It was reported that posted bills filed into Document Management were not applying the archive and destruction dates set within the Bill Document Type.

Full separation of Authorise on behalf of

Previously, the 'authorise on behalf of' for timesheets, expenses, and disbursements was not fully split, meaning, if 'authorise on behalf of' was set for timesheet an employee could authorise an expense sheet even though no expense authorisation was set.

ITS 67943 - Self Authorisation Expense and Disbursement Sheet loophole

Previously, if Employee 2 was setup with 'Can authorise' Expenses and Disbursements for Employee 1, and Employee 1 (who cannot authorise their sheet) is setup with 'Can Authorise on Behalf of' Employee 2. Employee 1 was able to authorise their Expenses. This loophole has been closed and in the above mentioned scenario Employee 1 will still be able to authorise all employees listed under Employee 2 except for their own. Employee 1 will require the explicit 'Can Authorise' option to enable self authorisation.

Legal Notice

Disclaimer : Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of these Release Notes. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. These Release Notes should not be relied upon as a detailed specification of the system or the software. Wolters Kluwer (UK) Limited may make changes to these Release Notes from time to time. This is provided for informational purposes only. The information reflected in this document may be changed or updated without notice. Wolters Kluwer (UK) Limited may also make improvements and/or changes in its products, practices, and/or programs described in this document at any time without notice. This document should not be seen as a contractual agreement, a modification or amendment of any existing contractual agreement with Wolters Kluwer (UK) Limited, or an indication of terms of service. All technical data, specification and other information contained in this document is confidential and the proprietary intellectual property of Wolters Kluwer (UK) Limited and/or its licensors. No reproduction, copy, alteration, or distribution thereof may be made without the express written consent of Wolters Kluwer (UK) Limited.

Copyright: These Release Notes may not be copied, altered, edited, disposed of, or distributed without the prior consent of Wolters Kluwer (UK) Limited. The content is confidential. Unless indicated otherwise all elements of this software product are owned by Wolters Kluwer (UK) Ltd. © 2023 Wolters Kluwer (UK) Limited

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