How To
Use the Job Details page
CCH iFirm Job Management
Use the command buttons
| Button | Security roles required |
|---|---|
| Update Status | Jobs - View My Jobs or Jobs - View All Jobs |
| Add Time | Timesheets - View, Add and Edit My Timesheet or Timesheets - View, Add and Edit All Timesheets |
| Add Disbursement | Disbursements - View, Add and Edit Disbursements |
| WIP Transfer | Jobs – Transfer WIP |
| View WIP | Firm - View WIP and Profitability Information |
| Add Write-off | WIP Centre - View, Add and Edit Transactions |
| Close Job / Re-open Job | Jobs - Close Jobs |
| Lock Timesheets / Unlock Timesheets | Workflow and Resource Manager |
Use the information panels
The information panels provide information on the job, the client as well as invoices linked to the job, and much more. There are various links that you can click to access more detailed information or perform actions.
| Action | Function | Security roles required |
|---|---|---|
| Edit details | Access the Job Setup page where you can edit details and add a resource | Jobs - View, Add and Edit Jobs |
| View client | Access the client's record in Contacts | Contacts - View Only or Contacts - View, Add and Edit Contacts |
| Update dynamic fields | If dynamic fields have been set up, they can be applied here | This is set per dynamic field, see Add Dynamic field to grant access to users |
| Create invoice | Create an invoice for the job | Invoicing - View, Add and Edit Invoices |
| Add comment | Add a comment to the job | Jobs - View My Jobs or Jobs - View All Jobs |
| Add notes | Add a note or an e-mail reminder to the client's record in Contacts | Jobs - View My Jobs or Jobs - View All Jobs |
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.