How To
Flagging a bill as Interim or Final
CCH Practice Management
A bill can be flagged as in Interim or Final bill.
Flagging a bill as Interim or Final
In Stage One, users can flag a bill as Interim or Final. To flag as Final, check the box. If left blank, the bill will be marked as Interim when posted:
To view if a bill has been posted as Final or Interim, there is a column available to bring into the Bills tab of a client record and all billing screens (Draft Bills, Billing History, Billing History by Partner, Bills ready to Send) called Final Bill. This column can be added to the grid via the Field Chooser as required:
The default status of the Final Bill flag on Stage 1 of the Billing Wizzard is controlled by a configuration key. System administrators can change the value of this key within File -> Maintenance -> User Defined -> Configuration:
| Key Name | Key Value | Comment |
| PMFinalBill | 0 | By default the Final Bill option within Billing Wizard is not ticked |
| PMFinalBill | 1 | By default the Final Bill option within Billing Wizard is ticked |
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