startWorking with the 'Correct WIP' functionality
How To

Working with the 'Correct WIP' functionality

CCH iFirm Time and Fees
Last update: Reading time 2 minutes
WIP

    Security roles required: 

    • Correct WIP - View and Edit All WIP Entries, or
    • Correct WIP - View and Edit My WIP Entries

    About Correct WIP

    The Correct WIP functionality allows you to edit unallocated WIP entries. This will allow firms to drastically reduce the number of WIP transfers they have to make to move WIP from one job to another.

    You can change the WIP per:

    • Date
    • Resource
    • Job
    • Code
    CCH_iFirm_Practice_Management_Correct_WIP_Functionality_1.png

     

    Change the WIP

    Important note: Before changing any WIP, you must thoroughly verify the changes before you save, as those changes are hard to be undone.

    1. Click Jobs & Billings, then click Correct WIP.
    2. Select which WIP to change.
    3. Click one of the following buttons, depending on the desired option:
      • Change Date
      • Change Resource
      • Change Job
      • Change Code

    Note: With the WIP Entries security role, you can edit unallocated WIP entries that are locked. Editable locked entries display with a green lock icon.

    CCH_iFirm_Practice_Management_Correct_WIP_Functionality_2.png

     

    Change the WIP elements from My timesheet

    WIP Centre - View, Add and Edit Transactions

    When you are no longer able to edit your timesheet entries for a selected job, the following error message will appear: You can no longer edit a timesheet entry for this job as it has been allocated to a WIP credit.

    CCH_iFirm_Practice_Management_Correct_WIP_Functionality_3.png

    In the message box, click View Allocation. This allows you to access the Edit WIP Item screen of allocated timesheet entries. You will then be able to delete allocations to allow you to modify the desired timesheets.

    CCH_iFirm_Practice_Management_Correct_WIP_Functionality_4.png

     

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