How To
Jobs - WIP Control
CCH iFirm Job ManagementCCH iFirm Time and Fees
Security role required: Firm - View WIP and Profitability Information
WIP Control widget
The widget displays the same data as the WIP Control Report. The data is for the month. The period for the data works like the default period for the report, with the previous month showing until the 6th day of the month, but from there on it is the current month.
Click the settings (cog) icon
to change the title, which is the text that appears in the widget header. If you have set up custom groups and filters for your firm, you can also filter the widget data by job-related firm groups, for example by job location and job division. Click the drop-down arrow to display the list of options. You can then use the check boxes to select a number of items to report on.
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.