Topic results Debtor Management

CCH Practice Management
CCH Practice Management: Debtor Management and Smart Reports training (10091243)
This document outlines a 3-hour online training session focused on the setup and maintenance of CCH Practice Management within CCH Central. Participants will learn to manage databases, record cash receipts, run Smart Reports, and perform month-end routines. Pre-requisites include familiarity with CCH Central and previous billing setup. The course is intended for employees and system administrators responsible for managing CCH systems. Additional resources, including eLearning courses and webinars, are available to supplement the training.
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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.
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CCH Practice Management
Transaction Types - Billing and Debtors
The document outlines various transaction types used in billing and debtor management, specifically within the Debtor Enquiry screen and Clients' Bills Tab. It provides a detailed classification of transaction types, including Client Bill (INV), Credit Note (CrN), Request for Payment (RFP), and others related to adjustments and tax. The document also emphasizes the importance of managing the display settings when adjusting views. This information assists users in effectively tracking and categorizing financial transactions.
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