CCH Practice Management 2025.1 Service Pack: Release Notes

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CCH Practice Management 2025.1 Service Pack Release Notes

Prerequisites

Installing CCH Practice Management 2025.1 Service Pack

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.

Useful Information! Click here see the Release Notes for the full version of CCH Practice Management 2025.1

Software Enhancements

Multicurrency

Client > Bills Tab > New Fields

Two new fields are available within the Field Chooser: Ledger Amount and Ledger Tax. These fields show the net and tax amounts in the currency in which the bill was raised.

Sales Ledger improvements

When opening the sales ledger, the currency defaults to the currency set within the relevant client's Default tab.

The Currency drop-down now lists all currencies created within the system for user selection.

Quality Improvements

ITS 68259 - Bulk billing does not return all the expected clients

Since 2025.1, certain clients with an account status of null (in the database) were not being shown on step 2 of bulk billing.

Bulk bill extra field does not return all the expected clients

Since 2025.1, certain clients with an account status of null (in the database) were not being shown on step 2 of the bulk bill extra fields.

Multicurrency - Billing wizard - VAT issue when using an exchange rate that is NOT the current rate

Since 2025.1, there was an issue with the VAT calculation when a 'Rate' was selected on Stage 1 that was NOT the current exchange rate when the bill was posted from the Billing Main window.

Multicurrency Sales Ledger - incorrect VAT being applied to unallocated receipts

Since 2025.1, an incorrect VAT value was being applied to receipts that were being unallocated.

Multicurrency Sales Ledger not opening

Since 2025.1, the Debtor enquiry window was not opening for some clients (where the client within the database did not have a default currency set).

Multicurrency Sales Ledger - Screen refresh issue

Since 2025.1, there was a screen refresh issue when moving from Receipt to Adjustment mode or from Adjustment to Receipt mode.

Multicurrency Sales Ledger - Receipt allocation

Since 2025.1, there was an issue with the number of clicks required to allocate the Cash Amount value within the Cash cell.

Multicurrency Sales Ledger - Company field

Since 2025.1, when accessing the Debtor enquiry window, the company was not defaulting to the company the client was associated with.

Multicurrency Sales Ledger - Reversal Int16 error message

Since 2025.1, when performing a reversal in the sales ledger for a receipt, certain firms were receiving a "Value was either too large or too small for an Int16." message

Multicurrency Cash allocation to RFP - Incorrect VAT shown on VAT invoices

Since 2025.1, when allocating cash to an RFP, the tax was shown as zero when creating VAT invoices.

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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