System Administration
Manage users, permissions, and system settings to ensure the smooth operation of Time & Fees.
Last update: 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
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.