Assignments Field Chooser
Last update:CCH Practice Management
Assignment Details Page
This document is a comprehensive guide to managing client assignments within a practice management system. It covers various tabs, including Home, Main, Job/Schedule, Extra, Rates, WIP, Documents, and more, explaining the functionality and data management related to client assignments. Key features include performance indicators, scheduling tasks, handling miscellaneous charges, bill management, nominal account assignment, and the ability to create provisions. Detailed instructions are provided for bulk updates, setting delivery methods, and automating workflows for billing and document management. Overall, it serves as a user manual for effectively utilizing the software for client assignment management.
CCH Practice ManagementCCH Central
Assignment Types, Assignment Templates and Assignment Template Groups
This document outlines the concept of assignment types within a practice, categorizing them as chargeable or non-chargeable work. Key examples include accounts, personal tax, payroll, administration, and annual leave. It describes the functionality for setting up assignment types and templates in the Maintenance area or directly for clients. A note emphasizes that additional information can be found in the CCH Central module, alongside linked resources for related topics such as draft clients and the assignments tab.
CCH Practice Management
Deleting a Task from a Stage
This document provides step-by-step instructions for deleting tasks from a schedule within an assignment management system. It outlines how to find the assignment, access the schedule, and expand stages to identify tasks for deletion. Users are guided to highlight and remove tasks and must repeat the process for each task they wish to delete before finalizing changes. The instructions emphasize clarity with visuals and confirm that deleted tasks will no longer be accessible for time logging on timesheets.
CCH Practice Management
Setting up the Fee Budgets to track a budget
This document provides guidelines for practices to track budgets against actual figures using the Assignment Billing Timetable in CCH Central. It details steps to enter monthly entries, customize the home page for budget variance management, and generate the Assignment Budget Variance Report for comparing fee analyses with budgeted activities. Instructions include opening a client's assignment, selecting the WIP tab, inputting budget details, and saving the information. The use of these functions is optional, but customization of the home page for budget variance is necessary for effective tracking.
CCH Practice Management
Stage Categories
The document discusses the concept of the "Stage Category" in employee allocation during project planning. Initially set to "Unspecified," this category can be modified to designate specific employee categories based on skill requirements. The assignment manager uses the stage category for budgeting, progress monitoring, and task completion. Employees record their time against specific tasks associated with each stage, ensuring effective management of resources and timelines.
CCH Practice Management
Tasks
This document provides an overview of "Tasks," defined as activities employees perform while working in a practice. It explains how time and expenses for these tasks can be chargeable or non-chargeable to clients, requiring documentation through Timesheets and Expense Sheets. Each task is identified by a unique Task Code. Examples of common tasks include drafting accounts, making phone calls, collating information, checking accuracy, and signing off work.
CCH Practice Management
Add Assignment - Assignment and Job/Schedules Mode
This document provides instructions for adding assignments and schedules from a template within the Assignments and Schedules job mode. It outlines steps to access the Assignments tab, select templates, and filter them if needed. Users are informed that specific job information won't be recorded in this mode, and that multiple templates can create new tabs for the client. Additionally, it notes that the "Finish" button can be clicked at any point, making it optional to view every tab. Links to related help topics are also included.
CCH Practice Management
Using Assignments
CCH Practice Management provides a structured system for managing client work, enabling accurate tracking of work-in-progress (WIP) and expenses. The software features an Assignments module for organizing chargeable and non-chargeable tasks, facilitating efficient billing and internal record-keeping. Users can create standard Assignment Templates for consistency and efficiency. Additionally, within each client assignment, Jobs can be created to monitor progress and budget tasks, setting milestones and employing employee standard charge rates for cost estimation. Overall, it enhances workflow organization and financial management for professional practices.
CCH Practice Management
Toolbox: Job Sheet - Show Field Chooser
This document outlines the available fields in the right-click menu of the Job Sheet for various job modes, including Assignments and Schedules, as well as Jobs. Key fields include Client Code, Client Name, Job/Schedule, Assigned To, Target Date, Budget, and Notes. It details how to interact with these fields, such as hyperlinks for accessing related screens, the calculation of days left until a target date, and budget management. Additionally, fields related to client and assignment information, such as department and manager details, are specified for better job tracking and management.
CCH Practice Management
Toolbar - Assignments
The document outlines the functionality of the Find Assignment results window, which provides a comprehensive summary of assignments, schedules, and jobs for clients. It explains how to navigate to the global assignments list, view details of assignments and jobs, and utilize the right-click popup menu to customize the displayed data. Additionally, it includes instructions for using the preview panel for milestone details and adjusting search options for assignments, such as including closed assignments and completed jobs. Key functionalities and navigation tips within the application are highlighted.
CCH Practice Management
Setting up the Assignment Billing Timetable to track a budget
This document provides a guide for setting up an Assignment Billing Timetable to track budgets against actual figures in a practice management system. It outlines steps to enter monthly budget figures in the WIP tab of the client's assignment, including inputting dates, amounts, and comments. Users are instructed to save the information and are reminded to customize their Home Page with the Budget Variance Option to complete the setup. Related documentation on assignments is also referenced for further assistance.
CCH Practice Management
Setting up Assignment Team Security
The document outlines the process for setting up an Assignment Team within an application. It details how employees are automatically added to the team based on matching their Primary Stationed Records with specified assignment attributes (company, office, department, centre). This feature is optional and can be activated to streamline team assignments. Additionally, it provides a step-by-step guide on configuring Assignment Team Security, allowing users to specify which attributes trigger automatic member inclusion. Users can also manually assign employees if the automatic feature is not turned on.
CCH Practice Management
Setting up Assignment Data Security
The document outlines the steps to set up Assignment Data Security within a system, enabling access restriction to assignments based on an employee's Primary Stationed Record. Users can limit access by selecting checkboxes for their company, office, department, or centre. It allows for multiple selections, securing access exclusively to employees within the chosen categories. To finalize the settings, users must click OK to save and close the window. Additionally, a related link to security documentation is provided for further reference.
CCH Practice Management
Set and Assign Tasks
The document discusses the concept of tasks as fundamental activities performed by employees within a workflow. It emphasizes the ability to set and assign tasks at various stages, highlighting that detailed assignments can enhance profit analysis by providing insights into the profitability of services rendered. Examples of tasks include allocating jobs, collating information, balancing accounts, sending for review, checking accuracy, and signing off work.
CCH Practice Management
Job Details Window
The document outlines features available on the "Find Assignments" results page for managing job details. Key information displayed includes the job name (mandatory), assignment details (optional), budget (optional), target end date (optional), hours, and start date. The document also highlights the functionality for assigning tasks to employees using the Employee Planner and provides links for additional actions such as editing or deleting jobs.
CCH Practice Management
How to add an employee to an Assignment Team
The document provides instructions for adding employees to an Assignment Team within a specific application. Users can either automate the inclusion of employees or select them manually. The steps include accessing the assignment details, navigating to the Assignment Details page, locating the team panel, selecting employees, assigning responsibilities via a drop-down menu, and finalizing the process by clicking OK.
CCH Practice Management
Expense sheets – nominals set for chargeable assignments
This document outlines the procedure for handling expense sheets related to chargeable assignments. It specifies how disbursement nominals must be managed within the ledger maintenance system. If a disbursement nominal is marked as 'In Company', it automatically populates the expense sheet; otherwise, it defaults to a specified code type. In cases where no nominals exist, users are prompted to manually select a code before finalizing the expense sheet, and a warning appears if they attempt to proceed without making necessary corrections.
CCH Practice Management
Direct Debits - Assignments
This document outlines how to flag assignments as Direct Debit bills within a practice management system. It explains that this designation is found under Client > Assignments > WIP > Fee Budgets and Repeat Bills, and highlights that an assignment can either be marked as Direct Debit or a Request for Payment (RFP), but not both. Additionally, it provides a link for further information on the billing process related to Direct Debits.
CCH Practice Management
Assignments - Field Chooser
The document outlines the "Field Chooser Options" available on the Find Assignment results page. It details various fields that can be accessed through the right-click menu, including Assignment Code, Name, Company, Department, Office, Centre, Assigned To, Budget, Total WIP, and Days Left. These fields provide essential information related to assignments and their management. Links to additional resources concerning client finding, assignment types, templates, and milestones are also provided for further reference.
CCH Practice Management
Assignment Template - Codes tab
The document explains how the Codes tab within the Assignment Templates area in CCH Practice Management allows users to manage Timesheet Task Codes for specific assignments. The Codes tab features two lists: "Unavailable," which displays all time task codes, and "Available," which shows selected codes for a designated assignment. Users can only select task codes from the available list when entering time on a timesheet. It emphasizes that task codes must be in use for this functionality to apply and directs users to additional resources for Timesheet user settings.
CCH Practice Management
Assignment Details Page: WIP tab (CCH Practice Management)
The document outlines features related to the Work In Progress (WIP) tab in a client management system, detailing how transaction histories are categorized and accessed. It discusses the ability to set and bulk update delivery methods at assignment levels, automating invoice sending through a document workflow. Additionally, it highlights security permissions for controlling delivery method access and the streamlined process for emailing bills via specific workflows, enhancing administrative efficiency in billing practices. Key functions and navigation paths within the system are explicitly described for user assistance.
CCH Practice Management
Assignment Record
The document provides a detailed overview of the Assignment Details page, highlighting various tabs that display pertinent information about assignments for a client. Key tabs include Home, Main, Job/Schedule, Rates, WIP, Bills, and others. The document also explains that the ribbon in the assignment record adapts based on the selected tab, showcasing relevant functions. Additionally, it links to related topics like setting up assignment types and templates. Overall, it serves as a guide for navigating the Assignment Details features in the CCH Practice Management system.
CCH Practice Management
Assignment Details Page: Provisions tab
This document outlines the procedures for managing Work In Progress (WIP) and debtor provisions in a practice management system, detailing how to create, approve, and report on such provisions. It describes different WIP provision modes (Standard VPM, Assignment Provision Entry Approval, Client Provision Entry, and Client Provision Entry Approval) and their respective functionalities. The document also covers security permissions related to provision entry and approval, client-level entries, and the availability of smart reports for tracking approved and unapproved provisions. Key actions include committing entries, approval processes, and accessing the provisions tab for updates.
CCH Practice Management
Adding a Job to an existing Assignment
This document provides a guide on adding a job to an existing assignment in a client system. Users can do this either through a bulk update via the global Assignments search screen or directly from the client's Assignments tab. It includes step-by-step instructions for adding a job within a client record and highlights the importance of the selected job mode in the assignment process. For more detailed information about the job details window, users are directed to an external help link.