How To
Jobs - Total WIP by Partner
CCH iFirm Job ManagementCCH iFirm Time and Fees
Security role required: Firm - View WIP and Profitability Information
Top 10 Work in Progress Jobs widget
Security role required: Firm - View WIP and Profitability Information
Click the settings (cog) icon
to change the:
- Title - the text that appears in the widget header.
- Job Location - only visible if the firm filter has been activated in settings. It applies the firm filters that are defined in Jobs.
- Job Division - only visible if the firm filter has been activated in settings. It applies the firm filters that are defined in Jobs.
- Job Partner - options include None, All and the job partner that have been assigned to jobs.
- Job Owner - options include None, All and the job owner options that have been assigned to jobs.
- Contact Partner - options include None, All and the partner options that have been assigned in Contacts.
- Contact Manager - options include None, All and the manager options that have been assigned in Contacts.
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.