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- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Accounts_Production/040_Open_Integration_Connecting_CCH_Accounts_Production/020_Mapping_nominal_codes/020_Mapping_multiple_AP_codes_to_one_bookkeeping_system_codeWhen using the Sync with Open Integration option within CCH Accounts Production, the single nominal account for advertising that was mapped on first importing those figures from the 3rd party bookkeep...When using the Sync with Open Integration option within CCH Accounts Production, the single nominal account for advertising that was mapped on first importing those figures from the 3rd party bookkeeping software will automatically map back, but the second or further advertising accounts that you subsequently used will not.
- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Practice_Management/070_Bookkeeping/040_Cash_Posting/010_Making_an_adjustment_for_a_debtor_amountThe Adjustments window allows you to make adjustments to debtor amounts entered through the Receipts window. Adjustments are used when a change is required to an existing invoice. You can then print a...The Adjustments window allows you to make adjustments to debtor amounts entered through the Receipts window. Adjustments are used when a change is required to an existing invoice. You can then print an adjustment note. Discounts and bad debts are entered in the same manner as adjustments, i.e. by entering the amount in the appropriate field. The Adjustments window is also available from the Purchase Ledger. This window allows you create adjustments to payment amounts entered through the Paym
- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Practice_Management/040_Employees/060_Employee_Record_Authorisation_tab/Setting_up_an_employee_to_authorise_on_another's_behalfCircumstances can arise where an employee, set up to authorise a bill or timesheet, may not be available to so. To allow the bill or timesheet to proceed, you need to set up another employee to author...Circumstances can arise where an employee, set up to authorise a bill or timesheet, may not be available to so. To allow the bill or timesheet to proceed, you need to set up another employee to authorise on their behalf. However, you can set up and modify employee authorities outside the wizard by using the Employee Details page: Authorisation tab. In the Is Authorised On Behalf Of By panel, find the employee who this employee will authorise bills on behalf of.
- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Practice_Management/100_Maintenance/060_Documents/Managing_and_deleting_Document_Styles/Setting_up_a_new_Master_ParagraphMaster paragraphs are used in billing to add explanatory text to task codes. They can be set up as options that users can select from a list, or they can be inserted as free-form text about an item on...Master paragraphs are used in billing to add explanatory text to task codes. They can be set up as options that users can select from a list, or they can be inserted as free-form text about an item on the bill. Like bill templates, master paragraphs are configured by the Systems Administrator and are a way of customising invoices to different client and practice scenarios. Most practices develop their own library of master paragraphs best suited to their billing requirements. Only users with A
- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Practice_Management/100_Maintenance/120_Time_Setup/Accounting_Year_creation_and_maintenance/Editing_an_Accounting_PeriodIn the Processing Time Setup window, in the Accounting Year drop down list, select another accounting year if required. In the Description field, modify the name of the accounting period you want to e...In the Processing Time Setup window, in the Accounting Year drop down list, select another accounting year if required. In the Description field, modify the name of the accounting period you want to edit. Edit the Start and End Dates for the period by selecting the dates from the calendars. Use the Closed check box to indicate that the accounting period is closed. If the accounting period is closed you cannot enter or post timesheets into that accounting period.
- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Trust_Accounts/Using_CCH_Trust_Accounts/How_do_I...%3F/How_do_I_import_Transactions_from_a_broker%3FThe format is defined in the specification for the Transactions Import, called Trimport.doc, or the simplified version of it that covers most requirements, "Simplified Trimport.doc". These documents a...The format is defined in the specification for the Transactions Import, called Trimport.doc, or the simplified version of it that covers most requirements, "Simplified Trimport.doc". These documents are shipped with the software and sit in the Trust Accounts programs folder. If the conversion program is not going to be appropriate and the user wishes to manually extract the information for the brokers file, then a new macro enabled transaction import spreadsheet is now available.
- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Practice_Management/100_Maintenance/060_Documents/Creating_Document_Styles/Document_Creation_Settings_CCH_Practice_ManagementThe Document Creation Settings window is where you define the location and format of client and contact documents.
- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Personal_Tax/Tax_Return_Bundle/Maintenance_Windows/020_Letter_paragraphs_Window/6_Make_Paragraphs_Mutually_ExclusiveThis section shows how you can make the letter paragraphs mutually exclusive.
- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Practice_Management/100_Maintenance/100_Miscellaneous/050_Deleting_Fee_Dimension_criteriaDelete Fee Dimension Criteria On the Main Menu, select Maintenance > Miscellaneous > Fee Dimension. In the Fee Dimension window, select the row containing the Fee Dimension you want to delete. Press [...Delete Fee Dimension Criteria On the Main Menu, select Maintenance > Miscellaneous > Fee Dimension. In the Fee Dimension window, select the row containing the Fee Dimension you want to delete. Press [Delete]. The Fee Dimension is removed from the window. Note You will receive an error message if you try to delete a fee dimension that is in use. Click OK to close the Fee Dimension window. Related
- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Trust_Accounts/Advanced_reference/Data_Feeds/How_are_index-linked_gilts_priced_in_the_data_feed%3F"All of the UK Index-Linked Gilts your client lists were issued after July 2005: all Gilts issued after this date are priced exclusive of the inflation index-ratio. Any Gilts issued before July 2005, ..."All of the UK Index-Linked Gilts your client lists were issued after July 2005: all Gilts issued after this date are priced exclusive of the inflation index-ratio. Any Gilts issued before July 2005, are priced inclusive of the index-ratio. So for these Gilts in question, the prices are 'clean clean', excluding both the accrued interest and the index ratio." CCH understand that the Daily Official List prices excluding the index ratio, but many brokers price including it.
- https://userdocs.wolterskluwer.co.uk/Product_Information/Product_Help/CCH_Central/Job_Management/Milestone_Maintenance_Creation/Bulk_Assign%2F%2FReassignUsing the Job Management homepage control, there is the option to assign/reassign a Job to an employee in bulk.