Preferences and Settings
Last update:CCH iFirm Time and Fees
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.
CCH iFirm Time and Fees
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.
CCH iFirm Time and Fees
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.
CCH iFirm Time and Fees
Resend bounced emails
You can resend an e-mail that has a status of Error or Invalid. E-mails with an Error status can be resent in bulk. Once an e-mail has been resent, its status changes to Pending.
CCH iFirm Time and Fees
Use the Recently Bounced E-mails Dashboard Widget
You use the Recently Bounced E-mails widget on your dashboard to see the 10 most recent e-mails with a status of Bounced. This clearly reminds you that you have to try resend the bounced e-mails.
CCH iFirm Time and Fees
Firm Details
The details for your firm are entered during the setup process, so you will only need to use the Firm Details area if you want to change these settings later.
CCH iFirm Time and Fees
Time and Fees Security Roles
When the Jobs & Billing module becomes active you can assign the relevant Jobs & Billing security roles to the user accounts. The following information outlines what each of the Jobs & Billing security roles allows a user to do in the system.
CCH iFirm Time and Fees
Upload your customised billing template
Upload your customised billing template
CCH iFirm Time and Fees
Customise the standard billing template
Customise the standard billing template
CCH iFirm Time and Fees
Download a standard billing template
Download a standard billing template
CCH iFirm Time and Fees
Learn about date formats in templates
Learn about date formats in templates
CCH iFirm Time and Fees
Prepare the billing template for editing
After you download the standard billing template, open it in Microsoft® Word. To prepare it for editing, you need to ensure you can view the header and footer areas, and the hidden items and table gridlines.
CCH iFirm Time and Fees
Merge fields for Statement and Invoice templates
Merge fields for Statement and Invoice templates
CCH iFirm Time and Fees
Subtract previous invoices
When you change the layout of a draft invoice, you can choose an alternate layout mode that shows a WIP line with the total WIP on the job to date, less any previous invoices created for the job. In other words, you can see all the WIP items that are unallocated to the job on the invoice, in addition to all previously invoiced WIP items for the job. Then the previously invoiced amounts are subtracted from the amount due.