Topic results Adjustments

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.
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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.
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CCH Corporation Tax
Reclassification adjustments
The document outlines the individual trade summary under Trading Income, highlighting a pre-populated field for Reclassifications adjustments. This field aggregates several separately inputted components, including non-primary trade profit adjustments, NTLR credits and debits, management expenses, miscellaneous income/expenses, dividends receivable, and foreign income.
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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.
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CCH Corporation Tax
Other Adjustments
The document explains the "Other Adjustments" field in the individual trade summary under Trading Income, which is pre-populated with the total of various separately input fields within the software. These fields include adjustments for leased cars, anti-avoidance, transfer pricing, land remediation, Patent Box, R&D, and multiple aspects of film tax relief, among others. Each adjustment contributes to a comprehensive summary of trade-related financial factors.
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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.
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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.
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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.
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