Timesheets
Record and manage time entries accurately to support billing, productivity tracking, and work-in-progress management.
Last update: CCH iFirm Time and Fees
Timesheets
Timesheets
CCH iFirm Time and Fees
Add a timesheet entry
Timesheets - View, Add and Edit My Timesheet (to access the Timesheets area, and to view, add and edit your own timesheet entries and for all staff members
CCH iFirm Time and Fees
Edit or delete a timesheet entry
You can edit a timesheet entry, provided it is not older than the number of days specified in the timesheet settings for your firm, and it is not partially or fully allocated to a WIP credit. To edit or delete timesheet entries, the job must be open and the timesheets must not be locked. You may need top re-open a job or unlock timesheets. If it is allocated to a WIP credit, you will need to remove the allocation in the Edit WIP item window.
CCH iFirm Time and Fees
Lock or Unlock a timesheet
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
CCH iFirm Time and Fees
Missing and Incomplete Timesheets
You can use this widget to keep track of any timesheets that are yet to be entered or completed.
CCH iFirm Time and Fees
Manage missing time
An information panel on the Daily tab of the My Timesheet page displays the hours or units that are still missing for that day. It displays on days where the user has standard hours allocated and the hours yet to be completed is greater than zero. If there is any missing time you need to add or edit a timesheet entry to resolve this.
CCH iFirm Time and Fees
Copy a timesheet entry
Timesheets - View, Add and Edit My Timesheet (to access the Timesheets area, and to view, add and edit your own timesheet entries and for all staff members
CCH iFirm Time and Fees
Timesheet timers
You can use timers to keep track of your work. The recorded time can then be used to create timesheets. This makes it easier for you to account for the time you have spent on a job and therefore, you can establish more accurate fees for your clients.
CCH iFirm Time and Fees
Recording time in lieu
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.