Release of CCH ProSystem fx Practice Management v.2020.20.03

The latest release is now available for download.

Please follow the instructions below to download the new version:

1. Access the Download Centre.
2. Type your username and password in the Login section and click Log In.
3. In the Dashboard page, click the Files Centre button in the Download section.
4. In the CCH Accountants' Suite section, click CCH ProSystem fx Practice Management.
5. Read and accept all the terms of the License Agreement.

You will then be able to download the documentation and the new version of the software. We also recommend that you save the files to a temporary location on your workstation.

If you need assistance to retrieve your username and password, contact Customer Service at
1-800-268-4522 or send an e-mail to cservice@wolterskluwer.com.


New in this release

For complete details on the following items, please see the Release Notes.

Enhancements:

Search Box for Report Writer Reports

• A new field was added.

Custom Labels

• A Custom Firm Labels section was added and includes Client Staff Positions, Project Status Dates, Phone Labels, and Time Off Labels.

The presentation of the Correct Date function has been enhanced.

Enhanced Grid Filters

Firm Dashboard

• Firm Summaries / My Summaries (for each staff position):
  • Additional row for invoice amounts that include progress;
  • Additional row for realization including progress amounts.

New Firm Dashboard Tabs

• Two new tabs were added:
  • CLT 3 YR PRODUCTION
  • CLT 3 YR BILLING
  By default, these tabs are turned off under Security Setup/Firm Dashboard.

Firm Dashboard: My Project Overruns

• A new set of filters has been added.

Client Dashboard

• WIP tab - Additional column for Post date.

Contact Management Lookup

• Contact Management individual clients now includes a lookup for the invoice number on the Invoices tab.

New Client Report

• Client Posted Report (By default, this report is turned off under Security Setup/Administration Privileges.)

Contact Management Links

• The Contact Management menu now includes Marketing reports, Marketing, Client – prospect list.

Update to the Invoice Logo Location

Import Client Information

• Clients_In Program (external to the CCH ProSystem fx Practice Management program)
  For firms programming a transfer of client data from a third party to the CCH ProSystem fx Practice Management clients_in table, there have been a few more fields available in the program.

Issue Resolution

The following section contains information about resolutions to known issues:

Administration

• The Printer Format Selection window no longer hides behind another window selecting the Print Transfer button to print the Transfer – Progress register prior to posting.

External

• Edits successfully pulled from Clients_In table where the Cinvfreq (sort code) has a NULL value running ClientsIN.exe

Project Management

• Clearing the Include Assigned Employees option when copying projects no longer includes assigned employees.
  
  
• Editing the assigned service via Project Find and Change Detail – Edit Assigned Service will now properly update the bill rate for detail records budgeted at the category or subcategory level.
  
  
• Rolling projects with the option to Change Hourly Rate based on the service code and project type enabled now consistently updates the detail records of the newly rolled project.

Reports

• Non-budgeted employees are now included when printing the Project Status report for projects that do not have a completed date. Actual hours correctly reported with the Employee Summary or the Employee Detail option enabled for projects with detail records budgeted at the category or subcategory level when printing the Project Status Report.

Billing (under Main Menu > Features menu > Billing)

• The WIP column has been net of any progress amounts. The column header is now NET WIP.

System Requirements

The Minimum System Requirements have changed. They can be found here.

Recently discontinued support:

• Microsoft^® Windows Server 2012/2012 R2 – Support ended November 30, 2019.
• Windows 7, Professional Edition or above - Support ended November 30, 2019
• SQL Server 2012 - Support ended November 30, 2019

This does not mean our products will automatically stop working with these older versions. However, if there are functionality issues on non-supported environments, Wolters Kluwer will not provide support or address the issues by making changes to its applications for these older non-supported environments.

Warning – Upcoming support ending:

• The application will no longer support Microsoft^® Office 2013 after June 2021.
• The application will no longer support Microsoft Internet Explorer 11 after December 2021.

Review your Documentation

Before you install this latest release, please review the documentation thoroughly, including the Release Notes available for download. The Release Notes contain more information about the enhancements, the corrections made to the software and supported operating systems. Should you have any questions regarding this release, please contact the Support Centre at 1-800-268-4522 or send an e-mail to csupport@wolterskluwer.com.


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Thank you for choosing CCH ProSystem fx Practice Management.

Wolters Kluwer Canada