Topic results Timesheets

CCH iFirm Time and Fees
Recording time in lieu
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
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CCH Practice Management
Adjusting a Timesheet
This document outlines the procedure for adjusting a timesheet within a specified software, emphasizing that adjustments can only be made if the timesheet is unposted, the processing period is open, and the user has the required permissions. It provides detailed steps for changing the status of submitted timesheets back to draft, modifying entries, saving changes, and submitting the adjusted timesheet for authorization. Links to additional resources for correcting posted timesheets and general timesheet information are also included.
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CCH Practice Management
CCH Practice Management: Central and Timesheet end user training (10091247)
This interactive training course focuses on the use of Timesheets within CCH Practice Management and CCH Central. Participants will learn to navigate CCH Central, create and log timesheets, and understand authorisation processes, ensuring compliance with company policies. The course duration varies, consisting of one online session or two onsite sessions, each lasting up to three hours. It is designed for system administrators and timesheet users with prior knowledge of CCH Central. Additional resources such as eLearning and webinars are available to support learning.
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CCH Central
Client Teams - Disabled Timesheets and Employee Records
The document outlines updates related to the ability to view and manage disabled timesheets and employee records in a client management system. It highlights the introduction of "Disable Timesheet" and "Disable Login" checkboxes when assigning employees to clients, allowing users to include or exclude disabled employees in searches. The new features enhance the functionality within the Employee record management, facilitating improved handling of employee permissions and records.
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CCH CentralCCH Practice Management
Disabling timesheet and login of an employee
This document outlines the process for making an employee inactive in a system where deletion is not permitted due to record dependencies. It provides a step-by-step guide to access the Employee Details page, navigate to the Main tab, and disable the employee's login and/or timesheet. A crucial note highlights that only users in the appropriate security group can perform these actions.
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CCH iFirm Time and Fees
Missing and Incomplete Timesheets
You can use this widget to keep track of any timesheets that are yet to be entered or completed.
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CCH iFirm Time and Fees
Timesheet timers
You can use timers to keep track of your work. The recorded time can then be used to create timesheets. This makes it easier for you to account for the time you have spent on a job and therefore, you can establish more accurate fees for your clients.
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CCH iFirm Time and Fees
Copy a timesheet entry
Timesheets - View, Add and Edit My Timesheet (to access the Timesheets area, and to view, add and edit your own timesheet entries and for all staff members
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CCH iFirm Time and Fees
Manage missing time
An information panel on the Daily tab of the My Timesheet page displays the hours or units that are still missing for that day. It displays on days where the user has standard hours allocated and the hours yet to be completed is greater than zero. If there is any missing time you need to add or edit a timesheet entry to resolve this.
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CCH iFirm Time and Fees
Lock or Unlock a timesheet
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
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CCH iFirm Time and Fees
Edit or delete a timesheet entry
You can edit a timesheet entry, provided it is not older than the number of days specified in the timesheet settings for your firm, and it is not partially or fully allocated to a WIP credit. To edit or delete timesheet entries, the job must be open and the timesheets must not be locked. You may need top re-open a job or unlock timesheets. If it is allocated to a WIP credit, you will need to remove the allocation in the Edit WIP item window.
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CCH iFirm Time and Fees
Add a timesheet entry
Timesheets - View, Add and Edit My Timesheet (to access the Timesheets area, and to view, add and edit your own timesheet entries and for all staff members
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CCH Practice Management
Using Timesheets
This document provides guidance on entering, submitting, and deleting timesheets. Users can create a timesheet by selecting the appropriate processing period and entering client or assignment details. After filling out the timesheet, submission requires meeting minimum hour requirements, with potential warnings for non-compliance. Individual rows or entire timesheets can be deleted if in draft status. Lastly, the document explains how to access a draft timesheet for further editing.
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CCH Practice Management
Using the automatic timer
This document provides instructions on how to efficiently use an automatic timer for recording tasks in a Timesheet. It outlines steps to create or open a Timesheet, enter task information, activate the timer, and stop it once the task is completed. Additional comments on the completed task can be added before saving. It also notes that multiple Timesheet windows can be open simultaneously and highlights the dating system for Timesheet entries, which aligns with the Time Processing Period end date.
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CCH Practice Management
Toolbox: Job Sheet - Create Timesheet
This document outlines the functionalities of a timesheet based on different Job Modes within a management system. It details three modes: 1) "Assignments and Schedules," allowing time recording only against task-related schedules; 2) "Assignments, Schedules and Jobs," permitting job creation but not direct time recording against jobs; and 3) "Assignments, Schedules, Jobs and Job Time Recording," which enables direct time recording against both jobs and schedules.
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CCH Practice Management
Timesheet Job Modes
This document outlines the functionality of timesheets based on Job Mode in a time recording system. It describes three modes: 1. **Assignments and Schedules**: Allows recording time only against task-related schedules without creating jobs. 2. **Assignments, Schedules, and Jobs**: Enables job and schedule creation but restricts time recording to assignments and task-related schedules only. 3. **Assignments, Schedules, Jobs and Jobs Time Recording**: Permits recording time against both jobs and schedules. The document provides guidance on how to create a timesheet through assignment selection.
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CCH Practice Management
Time Entry Modes
This document outlines three views for viewing and recording time sheets: Periodic Entry, Daily Entry, and Calendar Entry. The default Periodic Entry displays a consolidated view of the selected time period, while Daily Entry offers individualized day views for task management. The Calendar Entry presents a visual, drag-and-drop calendar interface. Each view has specific features for recording time, but only the Daily and Calendar entries support the use of an automatic timer. Additionally, administrators can configure Timesheet Settings for other users.
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CCH Practice Management
Setting up Timesheet Authorisation Operation Mode
The document outlines the Timesheet Authorisation Mode, detailing flexible processes for authorising and billing time from timesheets. It describes various options, including Standard VPM and Project Based Authorisation, with different controls over timesheet posting. The modes vary from strict authorisation processes requiring management approval to immediate posting without authorisation. Key features include how unposted WIP entries are managed, with emphasis on roles and responsibilities within the assignment team. The document concludes with instructions for saving changes in the system.
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CCH Practice Management
Recording periodic time
This document outlines the process for creating and managing Timesheets within an employee management system. Users can create Timesheets from either the Home Page or Employee Details page, and can record daily hours spent on tasks in either Periodic or Calendar view. Steps include selecting a client, entering time spent on tasks, and adding comments as needed. Users can save their entries as drafts or submit them for review and authorization. The document also advises on viewing options and navigating the interface for optimal use.
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CCH Practice Management
Importing Timesheets
The document outlines a new feature for the VPM product that allows employees to import timesheets from an Excel spreadsheet, utilizing their standard charge rates. It includes a designated import template and instructions for required fields. Additionally, a new task permission feature has been introduced for firms to manage employee access. The import process includes handling invalid entries and offers guidance on known issues, particularly with identifying incorrect tasks. There is also a settings option to export a list of assignment templates and task codes for easier reference.
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CCH Practice Management
How to Import Expenses and Disbursements
This document outlines the new feature that allows users to import expenses and disbursements from Excel spreadsheets into their expense/disbursement sheets within CCH Practice Management. It describes the necessary templates, configuration settings, and validation rules for successful imports. Users must adhere to specific column headings and validation criteria to ensure a smooth import process. Appropriate instructions for both expenses and disbursements are provided, emphasizing the importance of unique client identifiers to avoid errors. Additionally, a comprehensive table details validation rules for each entry type during the import process.
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CCH Practice Management
Expenses
This document outlines the procedures for recording employee expenses incurred during client-related work. It specifies that expense sheets should only be maintained if using either the Purchase Ledger or Twinfield. For cases not using these systems, a Disbursement Sheet should be utilized to charge back employee-related costs to clients. A link is provided for guidance on creating a Disbursement Sheet.
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CCH Practice Management
Expense sheets – nominals set for chargeable assignments
This document outlines the procedure for handling expense sheets related to chargeable assignments. It specifies how disbursement nominals must be managed within the ledger maintenance system. If a disbursement nominal is marked as 'In Company', it automatically populates the expense sheet; otherwise, it defaults to a specified code type. In cases where no nominals exist, users are prompted to manually select a code before finalizing the expense sheet, and a warning appears if they attempt to proceed without making necessary corrections.
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