Work in Progress
Last update:CCH iFirm Job ManagementCCH iFirm Time and Fees
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.
CCH iFirm Time and FeesCCH iFirm Job Management
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.
CCH iFirm Job ManagementCCH iFirm Time and Fees
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.
CCH iFirm Job ManagementCCH iFirm Time and Fees
Jobs - Total WIP by Partner
Jobs - Total WIP by Partner