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CCH Software User Documentation

CCH Workflow 2023.2: Release Notes

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CCH Workflow 2023.2 Release Notes


Installing CCH Workflow 2023.2

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 find out more about the Central Suite Installer.


Extra option called 'Blank' for when using the Check Extra Field step.  This allows practices to capture the blank value (where no value has been set against the Extra Category on the client) so that the workflow is no longer terminated.  Practices will need to amend their existing workflows that currently use the Check Extra Field step (once the workflow is no longer in use) to allow for this scenario.

Quality Improvements

ITS 66159 - Workflow homepage showing incorrect client name

Previously, when posting a group bill that included WIP from multiple clients, the resulting workflow when viewed from the homepage control displayed the last client name that was added to the group bill.

ITS 57531 - Able to change Date rule if the workflow is in use

Previously, if the date rule was applied to a workflow that was in use, and the date rule was renamed or made inactive, in some circumstances this caused the active workflows to terminate or abort.  A message is now shown if either the description is changed or if the inactive box is checked and their actions are not allowed if the workflow is currently in use.

ITS 55870 - Check Extra Field step type - if the extra field was blank the workflow is aborted

Previously, if the Check Extra Field step type is used within a workflow and that workflow is applied to a client where the subsequent extra field value is blank, the workflow was aborted/terminated. 

ITS 66518 - Employee still available for selection even if disabled

Previously, if the employee was flagged as Disabled Timesheet, under Employee > Main tab, then the employee was no longer available for selection within an active workflow.  The employee will now no longer show if the Disable Login is selected.


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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