How To
Firm Details
CCH iFirm Time and Fees
Edit your firm details
The details for your firm are entered during the setup process, so you will only need to use the Firm Details area if you want to change these settings later.
The information on this page is used when you print invoices and statements in Jobs & Billing.
- Click Settings > Firm Settings.
- Click Firm Details.
- Edit your firm's address and contact information details .
- Enter your firm’s e-mail address — this will be used in the default billing entity.
- This e-mail address will be the reply address for all the invoice, credit note and statement e-mails.
- Enter the automated e-mail reply address.
- This e-mail address will be the reply e-mail address for all internal e-mails.
- Select the currency your firm uses.
- As this is a firm setting, it determines the way the date is displayed on all reports, invoices and statements.
- Edit your firm's business number.
- Set your firm's financial year.
- Click Save.
Related documents
Use interim or progress invoice text
How to use interim or progress invoice text
Recording time in lieu
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
View email contents
You can view the content of e-mails in the E-mail Centre. The e-mails are read-only, therefore, you cannot edit them.
Manage Email Templates
Templates are supplied for e-mailing invoices and statements, or you can add your own. You can delete these templates if you do not need them. You can set the default template in the billing entities area. You have the option of sending your e-mail as HTML or plain text.
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.