CCH Practice Management 2025.3: Release Notes

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CCH Practice Management 2025.3 Release Notes

Prerequisites

Installing CCH Practice Management 2025.3

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

Timesheet Import

The following enhancements have been made to the Timesheet Import.

The time period combo defaults to the current weekly period
Any entry in red is invalid and cannot be imported
- Incorrect Client Code
- Incorrect Assignment
- Incorrect Job
- Incorrect Task
The first column has been renamed to read Client Code
The "Note: Employee standard rate will be used" has been moved to the settings and replaced with Rows in red will not be imported

Once an import has been done, a pop-up is displayed advising how many timesheet lines were imported successfully. (In the example above, all lines were selected, but only the two valid lines were shown as imported successfully).

Known Issue:

There is a current known issue with the form not clearing fully once an import has been performed. Either re-select the same employee to import a new sheet or select a new employee to import their timesheet.

Create Bulk Bill - Billing Explanation

The Billing Explanation has been added to Step 1 of the 'Create Bulk Bill' wizard. This is the same billing explanation option used within the standard Billing Wizard and Bulk Bill Extra Field.

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. © 2025 Wolters Kluwer (UK) Limited

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