Billing Setup and Configuration
Last update:CCH Practice Management
CCH Practice Management: Bill Processing end user training (10098966)
This interactive course trains participants to create, authorize, and post draft bills using billing software. Lasting up to 3 hours online, it covers essential functions such as navigating billing screens, viewing WIP reports, and managing draft bills. Key objectives include submitting and authorizing bills and communicating with clients. Pre-requisites include a solid understanding of CCH Central and WIP processes. The course targets employees responsible for billing tasks within CCH Practice Management, including bill raisers and authorizers.
CCH Practice Management
Assigning fee dimensions to a bill
This document outlines the process for assigning fee dimensions to bills within a practice management system. Users can assign these dimensions through the Billing Main window or the Fee Analysis History toolbox on the Home Page. Steps include selecting the invoice, choosing a fee dimension from a dropdown, entering the allocation amount, and providing comments. The document emphasizes the necessity of assigning the total amount to fee dimensions to avoid error messages and offers links to related articles for additional context.
CCH Practice Management
Authorising and posting a bill
The document outlines the procedures for authorising and posting individual and batch bills within the Billing Main window of a billing system. It explains that once a draft bill is submitted, it can be authorised and posted, moving the client's work in progress (WIP) to debtors for financial tracking. Specific steps are provided for authorising individual bills through client pages and for batch authorisation from the Home Page. Key actions include selecting bills, authorising them, and then posting them, with notes on required statuses and client filtering options.
CCH Practice Management
Creating a Bill
This document provides instructions for creating a bill using the Billing Wizard in the CCH Central system. Users can find the relevant assignment by using the "Find Assignment" window or navigating through the Client > Assignment screen. The document also includes links to related topics, such as how to find, edit, or delete assignments and jobs, as well as how to create a timesheet.
CCH Practice Management
WIP and Debtors - An Introduction
This document explains the concepts of Work in Progress (WIP) and debtors in managing billing for client assignments. It defines WIP as unbilled work and expenses, categorized into unposted and unbilled types. Once invoices are issued from WIP, the amounts transition to debtors. The document emphasizes the importance of tracking WIP for accurate billing, and provides resources for further analysis and viewing of WIP. A workflow diagram illustrates the relationship between WIP and debtors.
CCH Practice Management
WIP Adjustments
The document outlines the process of managing Work In Progress (WIP) adjustments in client billing, identifying four adjustment types: write-ups, write-offs, miscellaneous charges, and estimates to complete. It explains how bills are generated through the CCH Practice Management system using the Billing Wizard, which allows for billing at various levels. Additionally, it mentions the review and authorization process for completed bills before they are sent to clients and notes the availability of draft bills and billing history for clients.
CCH Practice Management
Viewing client WIP
The document provides a comprehensive overview of managing client Work in Progress (WIP) and debtors within a practice. It emphasizes the importance of regular analysis to minimize unbilled WIP and facilitate timely billing. Various methods for viewing WIP are outlined, including client summaries and detailed reports accessible through the practice management system. Additionally, pre-billing reports are discussed as tools for generating invoices. Several types of practice WIP reports are detailed, which help monitor financial exposure and client work status, preparing for effective billing.
CCH Practice Management
Viewing the practice's full billing history
The document provides a comprehensive guide on using the Billing History window in a practice management system. It outlines how to access the window, view and sort posted invoices, generate reports, and preview invoices. Users can group invoices by various criteria, such as partner or date posted. Additionally, it details how to publish or email bills and highlights specific fields that track publication and emailing activities. The guide emphasizes the flexibility of customizing the invoice display and includes options for analyzing reports with external software.
CCH Practice Management
Viewing a Draft Bill
This document provides instructions on how to view draft bills created for clients. Draft bills can be accessed from three main areas: the Draft Bills page, the Client record's Bills tab, and the Assignment page's Bills tab. Users can view details such as creation date, authorization status, and employee responsible. Additionally, those with authorization responsibilities can access a Bills Approval window to manage pending bills. The document outlines step-by-step procedures for viewing draft bills at both the practice and client/assignment levels, including actions to take once a draft bill is accessed.
CCH Practice Management
Viewing a partner's billing history
The document provides guidance on using the Billing History by Partner window in CCH Practice Management to view, sort, and report on invoices for specific partners. Users can access it through the Billing tab and have options for previewing and printing invoices using Microsoft Word. It also explains how to group invoices by various fields, such as date and publisher, and details where to find related billing functionalities within CCH Central. Additionally, users can refresh the invoice list and manage grouping options for better organization.
CCH Practice Management
Viewing an existing bill for a client
This document outlines the process for viewing invoices within the billing system. It details that invoices can be found in the Full Billing History section of the Bills tab for either client-level or assignment-level postings. Users are instructed to navigate to the appropriate Client or Assignment page, select the Bills tab, and then choose the desired invoice to preview it in Microsoft Word.
CCH Practice Management
Viewing and Grouping WIP Items
The document outlines how to view and organize Work In Progress (WIP) items in the Bill Amounts window of a billing system. Users can drill down into detailed WIP information by double-clicking items and customize their view by grouping WIP items using available column headings. It emphasizes that there is no default grouping, requiring each user to set up their preferences. Additionally, users can add layers of grouping to refine item display, which facilitates better management of WIP according to assignments, employees, and other criteria.
CCH Practice Management
VAT Invoices to Print
This document outlines the process for generating VAT invoices after a payment is made against a Request for Payment (RFP). It provides step-by-step instructions for producing VAT invoices within the software, including selecting the appropriate tabs and creating new invoices. Additionally, it discusses how to address potential discrepancies when a client has changed addresses, detailing rules for determining which address to use based on client configuration. A configuration key is provided to adjust address usage for new VAT invoices, ensuring accurate billing information.
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Using the Billing Wizard
The document provides a detailed overview of the CCH Practice Management Billing Wizard, a tool designed to streamline the billing process. It guides users through generating and managing client bills, allowing the creation of draft bills and final invoices. Key functionalities include defining invoice contents, billing for multiple assignments, and adding covering letters with customizable options. The Billing Wizard can be accessed from various client record screens, and users can easily navigate through different stages of the billing process. Importantly, if canceled, drafts will not be saved, emphasizing the need to complete the billing steps.
CCH Practice Management
Using miscellaneous charges in billing
This document explains how to enter miscellaneous charges for clients, which are costs not associated with timesheets or expenses. There are two methods for entering these charges: one that affects the Work in Progress (WIP) and one that only increases the billable amount. The document specifies how to create charges during billing or through the client assignment window, including required details like transaction date, charge type, amount, and internal notes. Guidelines for displaying miscellaneous charges in bills and ensuring accurate accounting periods are also provided.
CCH Practice Management
Using estimates in billing
The document explains the process of estimates used for invoicing client work not yet recorded as WIP (Work in Progress). Estimates serve as interim fees, offsetting total WIP amounts without the need for write-offs. They can be created manually or automatically within the Bill Amounts window during billing, applicable to any client assignment. Automatic estimates are triggered when bill amounts exceed available WIP, and users are alerted in the system. Previously raised estimates can be accessed in the Misc/Est tab of the corresponding Assignment page.
CCH Practice Management
Transaction Types - Billing and Debtors
The document outlines various transaction types used in billing and debtor management, specifically within the Debtor Enquiry screen and Clients' Bills Tab. It provides a detailed classification of transaction types, including Client Bill (INV), Credit Note (CrN), Request for Payment (RFP), and others related to adjustments and tax. The document also emphasizes the importance of managing the display settings when adjusting views. This information assists users in effectively tracking and categorizing financial transactions.
CCH Practice Management
The WIP Enquiry window
The document outlines the functionality of the Current Outstanding WIP feature in the Client Assignment Enquiry window, detailing how it provides a breakdown of the WIP balance by assignment and task. It lists information displayed for each WIP entry, such as date, employee, and charge details, along with options to view comments and include child clients. Users can customize their view through sorting and grouping options and can print WIP information as needed. Additional resources are linked for further assistance on related tasks.
CCH Practice Management
The Bill Amounts window
The document outlines the "Bill Amounts" window in a billing system, detailing functions for allocating client Work In Progress (WIP) amounts. Users can view and filter WIP by assignments, employees, or task types, and can bill clients for selected time and expenses. The window supports WIP adjustments through write-offs, write-ons, miscellaneous charges, and estimates to complete. Additional features include navigation options, creating estimates or miscellaneous charges, and accessing billing history. The document emphasizes flexibility in billing and management of WIP amounts, alongside operational functionalities within the billing interface.
CCH Practice Management
The Billing Main window
The document outlines the functionalities of the Billing Main window in a billing software system. It guides users through creating, submitting, authorizing, and posting client bills. Key features include buttons for managing bill amounts, customizing bill paragraphs, and altering authorizations. Users can navigate stages of billing via the Billing Wizard, with options to return submitted bills to draft status, authorize bills, and generate reports. The document also details various toolbar buttons and fields such as "Bill Status," "Invoice Status," and associated tasks that contribute to efficient billing management.
CCH Practice Management
The Bill Paragraphs window
This document provides a detailed guide on customizing client billing, focusing on adjusting the layout and text of invoices. Users can tailor the billing amounts and add specific paragraphs, utilizing options like Master Paragraphs and previous bill content. It outlines various formatting tools, details delivery method settings, and permissions to control user access. The guide also explains functionalities for moving, deleting, and adding billing paragraphs, ensuring accurate total amounts before finalizing the invoice. Overall, it emphasizes flexibility and personalization in billing processes to meet client and practice requirements.
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
Selecting the billing address and adding other details when billing
The document outlines the process for creating and editing a draft bill within a billing system. It specifies that the default address for the bill is that stored in the client record but allows for changes through the Billing Address options. Additional details like bill date, invoice number, and tax type can also be updated. It includes instructions on how to add internal notes for clarity without appearing on the client’s invoice. The document emphasizes the flexibility in modifying billing details and guides users on navigating the system for efficient bill processing.
CCH Practice Management
Running a prebilling report for a client
This document outlines the use and generation of prebilling reports for client work in a practice. Prebilling reports serve as a basis for client invoicing and include details of work completed, categorized by type, employee, month, or group. It provides a step-by-step guide on how to run these reports, including navigating the client interface and customizing the report criteria. Additionally, it details options for printing, saving, or exporting the generated reports, ensuring efficient management of work-in-progress (WIP) records.