Adjustments to Print
Last update: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
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
Sorting adjustments by column
This document provides instructions on how to sort adjustments by column in a bookkeeping software. Users are guided to navigate through the main menu to access the "Adjustments to Print" section, and then sort the displayed data in ascending or descending order by clicking on the desired column header. Additionally, related links to further resources on adjustments and printing in the software are included for user reference.
CCH Practice Management
Printing the adjustment
This document provides a step-by-step guide for printing adjustments in bookkeeping software. Users are instructed to navigate to the "Adjustments to Print" section, select the desired date and client, check the print document option, and confirm printing. A note emphasizes marking adjustments as printed to prevent duplication. Additionally, it includes links to related topics, such as sorting adjustments and making debtor adjustments, offering further assistance in bookkeeping practices.
CCH Practice Management
Printing a tax receipt
This document outlines the steps to print a tax receipt using the Bookkeeping feature. Users are instructed to navigate to the Tax Receipts to Print section, select the appropriate Date/Client combination, and click the Print button to generate the tax receipt on the default printer. After printing, users should check the Printed box to prevent reprinting. Additionally, links to related topics such as adjustments and confirming successful prints are provided for further assistance.
CCH Practice Management
Printing a Bill
This document outlines procedures for printing bills using CCH Practice Management. It details steps for printing both posted and unposted bills, including accessing bills from the Billing Main page or Client records. Users can preview bills in Microsoft Word before printing, and can mark bills as printed to remove them from the list. Automation features for email delivery of bills are mentioned, alongside notes on invoice number allocation. The guide facilitates efficient billing management for users by providing clear instructions and options for handling various types of bills.
CCH Practice Management
Print a list of employee tasks
This document provides step-by-step instructions on how to customize a home page to display a tasks option, export the tasks to an Excel file, apply formatting, and print the task list. It emphasizes the process of right-clicking the Tasks table, selecting export, and finalizing the document in Excel for printing.
CCH Practice Management
Previewing or printing an adjustment note
This document explains how to preview or print an adjustment note after making changes to a bill in the Debtors Ledger. It emphasizes the ability to view and print adjustment notes and provides links to additional resources related to adjustments, including printing instructions and procedures for making debtor adjustments. For detailed guidance, it directs users to the "Adjustments to Print" section in the Bookkeeping manual.
CCH Practice Management
Making an adjustment for a debtor amount
The document provides a guide on using the Adjustments window for modifying debtor amounts entered via the Receipts window. It explains how to create adjustments for existing invoices, record discounts and bad debts, and print adjustment notes. The process involves steps such as selecting a company, entering client information, and defining adjustment details. It also distinguishes adjustments, which are matched to invoices, from credit notes, which are not. The guide includes detailed instructions for completing the adjustment and printing the adjustment note.
CCH Practice Management
Entering a Supplier's adjustment or credit note
This document provides detailed instructions on processing credit notes for returned goods in a bookkeeping system. It outlines the steps for accessing purchase invoices, entering negative amounts for credit notes, and submitting invoices. The process includes searching for suppliers, authorizing and posting invoices, and correctly allocating credit notes against related invoices. It highlights options for searching suppliers more effectively and managing invoice adjustments through the Ledger window to ensure accurate financial records.
CCH Practice Management
Adjustments To Print
The document outlines the process for printing adjustments in a bookkeeping system. It explains how to access the "Adjustments to Print" window to identify adjustments awaiting printing. Users can select specific adjustments, mark them for printing, and confirm the action. Once printed, adjustments can be marked as "Printed" to remove them from the display. Additionally, there are graphical guides included to assist users in this process.