Bookkeeping: Transaction Screen
Last update:CCH Practice Management
Authorising and posting an invoice from the Bookkeeping menu
This document outlines the steps to authorize and post an invoice through the Bookkeeping menu in a software application. It details how to select a company and supplier, search for suppliers using various criteria, and navigate through the Purchase Invoice and Ledger windows. Key actions include authorizing the selected invoice and posting it for confirmation. Additional tips regarding search functionalities are provided to enhance efficiency. Further related links to broader invoicing procedures 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.