CCH iFirm Time and Fees
Use interim or progress invoice text
How to use interim or progress invoice text
Topic results Billing
CCH iFirm Time and Fees
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.
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 iFirm Time and Fees
Add information to invoice
Adding a WIP line enables you to invoice a job's WIP items, such as timesheets, disbursements and adjustments (WIP transfer, write-ups, and so on). You can add as many WIP lines as required for your client.
CCH iFirm Time and Fees
Use invoice text
When you add invoice text items, they can then be used with specific job types, group lines, simple lines and WIP lines on invoices. The use of text items removes the need to type descriptions manually when customizing an invoice. You can also add text to use with interim/progress invoices.
CCH iFirm Time and Fees
Add invoice comments
You can use the Invoice Comments section of the Draft Invoice page to view and record information about an invoice.
CCH iFirm Time and Fees
Manage agreed fees in invoices
How to manage agreed fees in Invoices
CCH iFirm Time and Fees
Delete an invoice
How to delete an invoice
CCH iFirm Time and Fees
Sending invoice reminders
Invoice reminders allow you to send an e-mail to your clients when their invoice payment is past due. You can determine the frequency of reminders and the number of days after which a past due reminder should be sent..
CCH iFirm Time and Fees
View invoicing history
You can view the Invoice History panel within a number of areas in Jobs & Billing to see the key milestones of an invoice, along with the date and time it happened, and who did it. This enables you to identify the status of an invoice and who is responsible for it. The information will accumulate in the panel, so even if you unfinalize an invoice and then finalize it again, each individual action will be shown.
CCH iFirm Time and Fees
Print and send invoices
How to Print and Send Invoices
CCH iFirm Time and Fees
Review and finalise invoices
How to Review and finalise invoices
CCH iFirm Time and Fees
Edit draft invoice
How to edit a draft invoice
CCH iFirm Time and Fees
Invoicing
Jobs & Billing enables your firm to generate invoices for jobs at any time.
CCH iFirm Time and Fees
Subtract previous invoices
When you change the layout of a draft invoice, you can choose an alternate layout mode that shows a WIP line with the total WIP on the job to date, less any previous invoices created for the job. In other words, you can see all the WIP items that are unallocated to the job on the invoice, in addition to all previously invoiced WIP items for the job. Then the previously invoiced amounts are subtracted from the amount due.
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 iFirm Job ManagementCCH iFirm Time and Fees
Create draft invoices in bulk
Draft invoices can be created in bulk in either the Jobs to Invoice page or the Work in Progress Centre.
CCH iFirm Job ManagementCCH iFirm Time and Fees
Create a draft invoice
How to create a draft invoice
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.