ProSystem fx Practice Management - CCH

Release 2017.17.04 November 2017

CCH? ProSystem fx? Practice Management

Welcome to CCH? ProSystem fx? Practice Management 2017.17.04

This release notes document provides important information about the 2017.17.04 release of Practice Management. Please review this information carefully. If you have any questions, contact Customer Support at 1-800- PFX-9998 (1-800-739-9998), Option 3, then 5. Additional information is available on CCH Support Online.

New in the November 2017 Release

We have devoted this release to enhancing the Practice Management Report Writer.

Enhanced Report Writer Features The Navigation Bar. We have enhanced the look and feel of the Nav Bar for consistency throughout Practice Management.

Firm Reports. Click on a standard report category at top of the Nav Bar and the firm reports display in a grid to the right. To display custom reports, click on the custom folder. The display includes the report name and the report type. REPORTS ? STANDARD FOLDERS: Common Lists, Client, Employee, Production, Billing, Project REPORTS ? CUSTOM FOLDERS: Name of custom folder

Create Reports. The bottom of the Nav Bar is organized for creating new reports. The report options are displayed with the following node descriptions. CREATE REPORTS - Build Reports: Common Lists, Client, Employee, Production, Billing, Project

Expand the nodes for report categories. Then expand the report category for the report type to use for building a report. CREATE REPORTS - Use Report Templates: Common Lists, Client, Employee, Production, Billing, Project Expand the report category and report type for templates to display.

The Reports Grid Name and Type. This report grid has 2 columns; the report name and the report type. Right Click. Right click on any of the reports for option to Rename, Delete, Export, Filter or change a column width. Right click on a report provides the ability to move a report from a custom folder to a standard folder. Drag and Drop. To move a report from a standard folder to a custom folder, drag the report using your mouse.

Report Criteria Folder Print a Report. The following 5 tabs display and several tabs have been enhanced. Set Date and Filter. The first tab has new labels and the filter operators now include: In List and Not In List. Group and Sort. This tab has been re-formatted into 2 steps: Select the columns for grouping Select the remaining column sorting order Format Report. This additional tab now contains formatting options as well as the relocated Font button. Setup Summary. This tab is the same. View Layout. This tab is the same Create a New Report. The following 4 tabs display. Edit Columns. There were no changes to this tab. Group and Sort. This tab has been re-formatted into 2 steps: Selecting the columns for grouping and then selecting the remaining column sorting order. Headers and Footers. There were no changes to this tab. View Layout. There were no changes to this tab.

What the Buttons Do Create a New Report. Save As: Save as a new report. Print a Report. Edit: Make changes to the report. Use Save As to create a new report. Delete: Delete the report. Print Options: Print the Report, Search the Report, Export the Report to Excel and other options. Save: Save the Report. Save As: Save as a New Report.

Additional AR Field. We have added AR Entry Note as a field to the AR report type.

Issue Resolution

The following section contains information about resolutions to known issues: WIP/AR Summary Report. After month end Finance Charges are posted, if the report is printed by region, the "Net WIP" and "AR Balance" for the first region will be valid. Time_In program. The Cost field is now the correct amount for Time Entry Import. Editing an AR record for a type not equal to "Payment". Now correctly reads the saved off reason code. Invoices ? Email all email clients and print copies for clients without email setup. All invoice copies for clients without email enabled contacts now print to the printer using this setup. Allocation of billing adjustments. All WIP adjustments allocated proportionally with or without expenses when billed via the Apply Progress batch process.

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New in the September 2017 Release

We have devoted this release to Technical Corrections for Practice Management features.

Issue Resolutions Time Entry engagement selection. When a client has multiple engagements sharing the same client sort name, looking up the client by sort name could have resulted in a different engagement being populated in the client lookup field if you downloaded version 2017.17.01. Correct WIP ? Project Detail. When you clicked Correct WIP Detail in the Correct WIP ? Unbilled utility, the project associated with the selected transaction(s) would revert to "No Selection" if you downloaded version 2017.17.02. Editing Invoices. When editing an invoice the menu for copy and paste options did not launch on the right-click if you downloaded version 2017.17.02. However you are always able to find those options from the Menu Bar Edit or using Hot Keys (Ctrl C/Ctrl V).

New in the August 2017 Release

We have updated our technology tools, added an enhancement in billing and resolved several issues in Practice Management.

Enhanced Feature: Net Invoice when selecting WIP for billing Users had come to rely on the Net WIP and Net Invoice balances when creating an invoice. The recap amounts in the Nav Bar has been reconfigured to incorporate these balances to facilitate easier invoice preparation.

Technology Updated Persistence of changed column widths Saving off changes to column widths for each grid per user allows for a more customized experience. When a form with a grid where column changes were made is revisited, the saved off column widths are applied to the grid. To adjust a column, simply click the bar up in the header row dividing the columns and move it in the desired direction to decrease or increase the width. An option to reset the default column widths is available via a right click menu option. Use of SMTP Upgraded the SMTP technology used by Practice Management to support the use of SSL (Secure Sockets Layer). With support for SSL, firms will now be able to use web based POP email clients such as GMAIL with Practice Management. To enable use of SSL, access the Email Server Setup under the Firm menu in Administration and check the Use SSL box. Help Files New Format HTML5 Help files are now in a web based HMTL5 format allowing for a more standardized look and easy access to information. Additionally, links to chat with support, log a support call or post a topic via social media are embedded. The topics and subjects that are defined within Help remain intact. Users still have three methods to look for help after selecting F1 (Contents, Index & Search). In the event an internet connection is not available, users can browse to the previous help file, cpm.chm, and double click it to open it. The file is located within the Help subdirectory of the local Practice Management installation.

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Getting Started with the November Release

The following section contains helpful hints for success with new features.

Change Password: Be prepared to change your password for downloading the release using the Software Delivery Manager. You

will be prompted for your current password if you are not on version 2017.17.01 or higher.

Workstation Setup. You must run workstation setup on ALL workstations if you are NOT on version 2017.17.02 or higher. Warning if you have custom indexes. Before updating , if your firm is currently on a version prior to 2014.14.01 AND has custom

or non-standard indexes and/or triggers on client, employee, or project related tables that reference name or address fields, you must remove these indexes prior to applying a 2017 update. We recommend creating a backup copy of the database PRIOR to applying the update. Once the database has been updated, the custom or non-standard indexes can be added back.

Firm Installation Instructions using the Software Delivery Manager

You will receive an email notifying you of an updated release. Prior to beginning installation, shut down all modules of Practice Management, including the Tray (PMTray.exe). Getting prepared for the software download:

The following requirements should be kept in mind when updating from a previous version

Remote Workstations. You must release all time from remote workstations (connected or not connected to the network) before

the firm's server is updated with this new version.

Backups. Always verify that you have a current backup before installing updates. Permission Keys. You must have your user ID (ProSystem fx account number) and password before you can download the

permission key. See the CCH ProSystem fx Practice Management Installation Guide, available from within the installation program, for more information.

Internet Time Entry. If you purchase the Internet Time Entry add-on, remember that CCH ProSystem fx Practice Management

and Internet Time Entry must be in sync. If you install the latest version of CCH ProSystem fx Practice Management, you must also install the same version of Internet Time Entry.

Downloading the software Open Software Delivery Manager. If you have not installed Software Delivery Manager, click here for instructions. Note: If you have installed SDM before, you will be prompted to change your password. Select the CCH ProSystem fx Practice Management release you want to install. Click Start Download. After the download is complete, click Open to open the target folder. Double-click the installation file. You will be asked to either RUN or SAVE the update. We recommend saving the file to a temporary location rather than running it from the Web site. The temporary location must reside on a workstation that has Practice Management installed. You do not need to run this update from the server. Once saved, double-click the .exe file to initiate the update. Choose the extraction location for the temporary setup files. Run a workstation setup on ALL workstations: Applicable to this release? Yes if you are NOT on version 2017.17.02 or higher. Update your CCH ProSystem fx Practice Management database to the new version by running VersionDB.exe (housed in the ...\cpas\vpm\Updates folder in your application directory). When the VersionDB window displays, select to update an existing Practice Management database. Enter your SQL server name and SQL database name and click Continue.

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Note: ALL modules of Practice Management should be shut down, including the Tray (PMTray.exe), prior to the installation of any update, whether or not workstation setup is required to ensure proper patching of the workstation For New Installations You will receive a welcome email that provides instructions on how to set up your CCH ProSystem fx SSO Default Administrator user profile. This setup includes your account number (also known as the Business ID number) and your password. More help can be obtained by calling Customer Support at 1-800-PFX-9998. Make sure you have your account number and password before starting the installation. You will need this information to activate the permission key for software licensing. Follow the instructions above to download Practice Management using the Software Delivery Manager.

After the download is complete, click Open to open the target folder. Double-click the installation file. Select Installation Guide and follow the instructions in the New to CCH ProSystem fx Practice Management section.

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