The Maintenance > Internal area in CCH Central lets you tailor the software to the way your practice is organised.
Topics in this Section
- Association Types are used to create links between clients and contacts so that employees know where there are relationships between contacts or clients. For example, a company could be associated with its director, or a husband with his wife. This allows employees to easily move from one client to another when they are working with related groups. Association Types are added, deleted or edited by the system administrator.
- This function sets up the employees' responsibilities or job roles for completing work in the practice. The responsibility type is used when assigning employees to their Assignment Team. The system comes with a number of default responsibilities and levels. Any of these can be amended or new ones added to suit the practice. The description Team Member has the Allow Multiple check box selected. This is the default to allow you to select more than one team member at one time when you add an employee to an Assignment Team.
- Online filing credentials are required to allow you to electronically send your corporation tax return submissions to HMRC using.CCH Corporation Tax. This topic elaborates on the types of credentials.