Topic results TimeSheets Expense Sheets And Disbursement Sheets

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 iFirm Job Management
Add a manual disbursement
You can create jobs in Jobs & Billing individually when new work comes in (for example, business development opportunities or other special work) in bulk (for example, all your annual accounts jobs at the beginning of the year) or as recurring jobs (for example, monthly jobs). Bulk-creating jobs and setting up recurring jobs will save you a lot of time and ensures that you do not forget to create jobs each month.
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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
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
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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CCH Practice Management
Entry Status and Authorisation buttons
This document provides detailed instructions on using Entry Status and Authorisation buttons to manage Timesheets, Expense Sheets, and Disbursement Sheets. It outlines the functionality of various buttons, including Draft, Submit, Unseen, Authorise, Unauthorised, Held-Up, and Post, detailing their locations and actions. The document emphasizes that only authorized personnel can transition sheets through specific stages, leading to billing. Additionally, it includes a reference link for more information about the associated sheets.
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CCH Practice Management
Edit Dimensions on Expense Sheets
This document provides instructions for users on how to edit Dimensions associated with Nominal Codes in the Expense Sheet screen. It outlines a three-step process: accessing the Expense Sheet, opening the analysis lines for the appropriate expense, and using CTRL + Click or Double-Click on the nominal column to edit Dimension values through a dialog box. Additionally, a related image is included for visual guidance.
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CCH Practice Management
Deleting an entry from a Timesheet or Expense Sheet
This document provides guidance on deleting entries from Timesheets and Expense Sheets. To delete an entry, it must be in Draft status; if in Submit status, return it to Draft first. Two methods are outlined for deletion: using the Delete key and a right-click option available only in Calendar view. Instructions for both methods include highlighting the entry, confirming deletion in the prompt, and options for multiple deletions using the Ctrl key. Additional resources on authorizing deletions are also referenced.
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CCH Practice Management
Deleting a Timesheet, Expense Sheet or Disbursement Sheet
This document provides instructions for deleting Timesheets, Expense Sheets, or Disbursement Sheets from a system. Deletion is permitted only if the record is in Draft status; if submitted or posted, it must be reverted to Draft or reversed first. The process involves opening the desired sheet, selecting the "Delete Sheet" option, and confirming the deletion. Additionally, related guidance on authorizing deletions is referenced for further assistance.
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CCH Practice Management
Correcting a Posted Expense Sheet
The document outlines the procedure for reversing a posted Expense Sheet, directing users to follow specific instructions located in the Billing section. It includes a link to related information on expenses for further reference.
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CCH Practice Management
Authorising and posting from your Home Page
This document provides a step-by-step guide on how to authorize and post Work In Progress (WIP) items from a Home Page. Users are instructed to right-click the WIP Approval list, select items to approve, and use the Authorise and Post buttons to finalize the process. It also mentions a Field Chooser option for adding additional fields like Employee Company. Related links for authorizing timesheets and customization of the Home Page for multiple postings are included.
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CCH Practice Management
Authorising and deleting a timesheet.
The document outlines the process of authorizing and deleting timesheets, expense sheets, or disbursement sheets after they have been submitted. It emphasizes the need for these documents to be authorized and posted, providing links to additional resources for further guidance on these procedures.
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CCH Practice Management
About TimeSheets, Expense Sheets and Disbursement Sheets
This document outlines the processes for capturing time and expenses in a practice management system using Timesheets, Expense Sheets, and Disbursement Sheets. It explains how Timesheets track work hours on client and internal tasks, detailing three entry modes: Periodic, Daily, and Calendar entry. Expense Sheets record costs associated with client work and overheads, with a single entry view. Disbursement Sheets capture recoverable costs like photocopying and couriers. Each sheet must be advanced for review and authorization, with specific protocols for authorizing entries according to the practice’s settings.
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