How To
Re-open a job
CCH iFirm Job Management
Security role required: Jobs - View, Add and Edit Jobs and also Close Jobs
A closed job can be re-opened at any stage
- Click Jobs & Billing > Jobs.
- Click the Closed Jobs tab.
- Locate and click the required closed job.
- Click Re-open Job.
- Click Yes to confirm.
Note: Timesheets are automatically set to locked after a closed job has been re-opened.
Unlock timesheets
If you want to enter timesheet entries once it has been re-opened, you also need to unlock the timesheets.
View re-open details
Open the job and go to the Historytab to see who re-opened the job and when.
Related documents
Add jobs in bulk
You can bulk-create any type of job and use the range of filters to select which clients the jobs will be created for. You can narrow the list of bulk-created jobs to specific fields, for example client type, or any dynamic fields you created in Contacts.
Import WIP
To import your WIP records into CCH iFirm, you need to prepare a .csv file using the template provided in CCH iFirm. If you have several jobs on the go for a client, you can import the total WIP as a lump sum in one .csv file, and then use the WIP transfer feature in CCH iFirm to create the individual jobs. Alternatively, you can import the individual jobs but this requires multiple .csv files.
Jobs - Total WIP by Partner
Jobs - Total WIP by Partner
Transfer WIP within a job
You can access the WIP Transfer feature from the Job Details page, Work in Progress Centre or the Work In Progress Client Breakdown Report. There are three methods of WIP transfer to choose from.
Jobs - WIP Control
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.