Enter a WIP Journal
-
From the tabs above the Ribbon, select Bookkeeping > Enter WIP Journals.
-
In the Enter WIP Journals window, in the Client field, select the Client that you want to transfer from.
-
In the Assignment field, select the Assignment you want to transfer from.
A list of WIP items appears in the table. -
Select the checkbox against the WIP item you want to transfer.
-
In the To Client field, select the Client that you want to transfer to.
-
In the To Assignment field, select the Assignment that you want to transfer to.
-
Click Close to transfer and close the window.
Circumstances will arise where you will want to transfer WIP from one Client to another, or from one Assignment to another. For example, one of your clients who is a sole trader might become part of another company that is already a client of your company. In these circumstances, you might want to transfer the sole trader's WIP to the other company to enable you to close the sole trader record in the system.
Related documents
CCH Practice Management 2026.2: Release Notes
Release Notes for CCH Practice Management 2026.2
CCH Practice Management 2026.3: Release Notes
Release Notes for CCH Practice Management 2026.3
CCH Practice Management: enhanced - billing training online (10133815)
This document outlines a 3-hour training course on CCH Practice Management, focusing on the chargeable work process for clients. Participants will learn how to authorize timesheets, expenses, and disbursements, access prebilling reports, and utilize basic billing functionalities. The course is aimed at users involved in the billing process and requires prior completion of CCH Central and CCH Practice Management essentials courses. It will be delivered via an interactive environment called CloudShare. Additional resources such as eLearning courses, videos, and webinars are provided for further learning.
CCH Practice Management: essentials training online (10133814)
This course is designed for staff involved in completing Timesheets, Expenses, and Disbursements within the CCH Practice Management system. It covers the creation and submission processes, as well as utilizing CCH homepages for efficiency. Prerequisites include completed CCH implementations and internal agreement. The training lasts for two hours and is conducted via the interactive CloudShare platform. Topics include job structure, month-end processes, and practical hands-on exercises. Resources such as eLearning, videos, and webinars are also available to enhance learning.
Software and database installation (10091331)
This document outlines the installation process for software and a pre-configured database following an order confirmation. It emphasizes the importance of ensuring that the IT environment meets necessary hardware and software specifications, as well as the role of a Consultant in reviewing infrastructure and advising on deployment options. Key areas covered include SQL revisions, resource allocation for installations, workstation deployment methods, and scheduling installation access rights. Users are encouraged to review a hardware system requirements guide prior to installation discussions.