CCH Practice Management: Central and Timesheet end user training

Overview

This practical interactive course provides a training in using Timesheets as part of a key component of CCH Practice Management within CCH Central.

The training includes navigation of CCH Central and CCH Practice Management creating, logging and authorisation of timesheets.

Course Duration: If taken online, this course will consist of one session. Onsite training will be delivered in blocks of two consecutive sessions. Each session will last up to 3 hours.

After completing this course, users will be able to continue with the use of the Timesheet module.

Key Objectives

The delegates will be able to access and confidently use CCH Central.
Ensure delegates can enter their timesheets within CCH Practice Management in line with company policy and procedures.

Course Contents

Session:Central overview and timesheet training for end users

Introduction to Central
- Accessing CCH Central
  Basic Central navigation; tabs, screen, grids and home pages
  Using Find Clients and Find Contacts screen and the field chooser
  Using the advanced search and saving lists
Timesheet entry
Timesheet authorisation and posting
Disbursement entry

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central with appropriate task permissions.

Who is this course designed for?

System administrators
Timesheet users.
CCH users / employees that have responsibility for managing CCH Central and/or CCH Practice Management.

Note: This training is available either online or onsite, onsite training will be two sessions. Online training will be a single session.

Useful Resources

eLearning courses - online courses that provide you with an overview and insight into our software
Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
Webinars - sessions for you to attend and learn from