WIP
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CCH Practice Management: Debtor Management and Smart Reports training (10091243)
This document outlines a 3-hour online training session focused on the setup and maintenance of CCH Practice Management within CCH Central. Participants will learn to manage databases, record cash receipts, run Smart Reports, and perform month-end routines. Pre-requisites include familiarity with CCH Central and previous billing setup. The course is intended for employees and system administrators responsible for managing CCH systems. Additional resources, including eLearning courses and webinars, are available to supplement the training.
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
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 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 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
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.
CCH Practice Management
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.