Practice Comparison

The following information is provided to help current CCH^® ProSystem fx^® Practice Advantage and CCH^® ProSystem fx^® Practice Management users transition to CCH Axcess Practice.

One of the biggest differences between CCH ProSystem fx Practice Advantage and CCH ProSystem fx Practice Management and CCH Axcess Practice is the location of features, and options. Certain tasks might be similar to those in CCH ProSystem fx Practice Advantage and CCH ProSystem fx Practice Management, but where you access the feature is often different. Following are some of the primary location differences.

Practice Advantage

CCH ProSystem fx Practice Advantage	CCH Axcess Practice
Firm Properties:
Administrative > Firm Setup > Firm Properties	Dashboard > Application Links > Firm > Settings and defaults > Practice
Offices:
Administrative > Firm Setup > Offices	Dashboard > Application Links > Firm > Settings and defaults > Organizational Units > Offices
Work Code/Service Code:
Administrative > Firm Setup > Work Codes	Dashboard > Application Links > Firm > Lists > Practice Lists > Service Codes > Service Codes
Category:
Administrative > Firm Setup > Categories	Dashboard > Application Links > Firm > Lists > Practice Lists > Service Codes > Category
Create New Staff:
Administrative > Firm Setup > Employees	Dashboard > Application Links > Staff > Staff Manager
Create New client:
Practice > Client > New Client	Dashboard > Application Links > Clients > Client Manager
Add a Time Transaction:
Practice > Time Entry > New	Dashboard > Application Links > Time Capture > Time transactions
Add a Project:
Practice > Projects > New	Dashboard > Application Links > Workstream > New project
Add a Payment:
Practice > Payments > Unposted View > New	Dashboard > Application Links > Accounts Receivable > AR transactions
Create a Bill:
Practice > Billing > Billing Entities	Dashboard > Application Links > Billing & Invoicing > Bill WIP

Practice Management

CCH ProSystem fx Practice Management	CCH Axcess Practice
Administration:
Features > Administration	Dashboard > Application Links > Firm > Settings and defaults > Practice
Add a Time Transaction:
Time and Expense Entry > Calendar	Dashboard > Application Links > Time Capture > Time transactions
Select Client:
Time and Expense Entry > Client name drop-down	Dashboard > Application Links > Time Capture > Time transactions > Client
Service Code:
Time and Expense Entry > Service Code drop-down	Dashboard > Application Links > Time Capture > Time transactions > Service Code
Timer:
Time Entry > Timer	Dashboard > Application Links > Time Capture > Clocks
Hours:
Time and Expense Entry > Hours	Dashboard > Application Links > Time Capture > Time transactions > Hours
Rate:
Time and Expense Entry > Rate	Dashboard > Application Links > Time Capture > Time transactions > Rate
Add a Payment:
Features > Accounts Receivable	Dashboard > Application Links > Accounts Receivable > AR transactions
Create a Bill:
Features > Billing	Dashboard > Application Links > Billing & Invoicing > Bill WIP
Project Tracking:
Features > Project Tracking	Dashboard > Application Links > Workstream > Projects