Topic results Billing Adjustments And Special Charges

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.
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CCH Practice Management
Using miscellaneous charges in billing
This document explains how to enter miscellaneous charges for clients, which are costs not associated with timesheets or expenses. There are two methods for entering these charges: one that affects the Work in Progress (WIP) and one that only increases the billable amount. The document specifies how to create charges during billing or through the client assignment window, including required details like transaction date, charge type, amount, and internal notes. Guidelines for displaying miscellaneous charges in bills and ensuring accurate accounting periods are also provided.
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CCH Practice Management
Using estimates in billing
The document explains the process of estimates used for invoicing client work not yet recorded as WIP (Work in Progress). Estimates serve as interim fees, offsetting total WIP amounts without the need for write-offs. They can be created manually or automatically within the Bill Amounts window during billing, applicable to any client assignment. Automatic estimates are triggered when bill amounts exceed available WIP, and users are alerted in the system. Previously raised estimates can be accessed in the Misc/Est tab of the corresponding Assignment page.
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CCH Practice Management
Entering a write-on or write-off when billing
This document provides instructions on how to allocate bill amounts within a billing system, including processes for increasing (write-on) or decreasing (write-off) bill amounts at various levels such as total client amounts and individual transactions. Steps are outlined on accessing the Bill Amounts page, entering amounts, and managing write-ons and write-offs, including automatic calculations by the system. Additionally, it notes the FIFO allocation method for billed amounts and the option to drill down for detailed transaction management.
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CCH Practice Management
Adding a miscellaneous charge to a bill
This document outlines the process for applying miscellaneous charges to client assignments. It details two methods for using these charges: one to increase the Work In Progress (WIP) for assignments, and another to adjust the billable amount without affecting WIP totals. The document provides step-by-step instructions for adding charges both prior to and during billing, emphasizing the need for proper setup in the system. Guidance for creating charges against jobs and accessing miscellaneous charge records is also included, alongside notes on system administration requirements.
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