Topic results Assignment Details Page

CCH Practice Management
Assignment Details Page
This document is a comprehensive guide to managing client assignments within a practice management system. It covers various tabs, including Home, Main, Job/Schedule, Extra, Rates, WIP, Documents, and more, explaining the functionality and data management related to client assignments. Key features include performance indicators, scheduling tasks, handling miscellaneous charges, bill management, nominal account assignment, and the ability to create provisions. Detailed instructions are provided for bulk updates, setting delivery methods, and automating workflows for billing and document management. Overall, it serves as a user manual for effectively utilizing the software for client assignment management.
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CCH Central
Assignment Details Page: Main tab
The Main tab provides an overview of the selected assignment on the Assignment Details page. It allows users to view and amend essential information, including assignment type, associated company and department, creation date, current status, recurrence, job settings, internal notes, and team member responsibilities. The tab also includes a feature for automatically assigning team members based on their records. For further functionality, users can add or edit notes related to the assignment.
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CCH Central
Assignment Details Page: Schedule tab
The document outlines the functionality of the Schedule tab used for managing a client's assignment by adding and editing schedules, stages, and tasks. Users can add schedules, define work stages (either pre-defined or custom), and assign tasks to employees along with setting dates and budgets. It highlights the "Task Related" checkbox feature, which restricts task visibility in Timesheets to those linked to the specific client’s assignment. Alternatively, tasks can be allocated to an unspecified category for broader accessibility by employees.
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CCH Central
Assignment Details Page: To Do tab
The document describes the functionality of the To Do tab, which enables users to view and modify both outstanding and completed tasks for an assignment. It highlights that overdue tasks are indicated in red for easy identification.
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CCH Central
Assignment Details Page: Misc/Est tab
The Misc/Est tab allows users to review or create miscellaneous charges and estimates for client assignments. Miscellaneous charges are costs passed on to clients that do not belong on timesheets or disbursement records, often used for WIP balance adjustments. Charges can increase WIP reported but not affect time or disbursement records, or they can be applied to increase billable amounts without affecting WIP totals. Estimates, added during billing, provide invoicing for unrecorded WIP and apply credits against total WIP, applicable to any client assignment.
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CCH Central
Assignment Details Page: Provisions tab (CCH Central)
This document outlines the process for creating provisions against potential write-offs related to work in progress (WIP) and debtors. It details how to select the provision type, enter the expected write-off amount, and add comments, emphasizing that entered information is permanent. Additionally, it provides a link for further information on managing WIP provisions within the Practice Management system.
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CCH Central
Assignment Details Page: Bills tab
The document outlines the functionalities of the "Bills" tab, which provides details of draft bills and a complete billing history for selected assignments. It includes options to generate draft reports, create repeat bills, reverse bills, view invoices as PDFs, email invoices to clients, and preview bills. All client bills, regardless of their origin, are visible in the Bills tab on the Client page. Additionally, users can access and manage draft bills directly from the tab.
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CCH Central
Assignment Details Page: Group tab
The document explains the functionality of the "Group" tab on the Assignment Details Page, which allows users to manage the relationships between assignments. It facilitates the creation of billing groups, enabling a single invoice for a client that may encompass multiple subsidiary entities. By setting up a Parent Assignment with related Child Assignments, users can efficiently consolidate WIP billing and generate reports for these groups. This functionality accommodates clients' varying invoicing needs.
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CCH Central
Assignment Details Page: Home tab
The document outlines the features of the Home tab, which presents key performance indicators (KPIs) for a client's assignment. It includes a graphical display of metrics such as Assignment Aged WIP, a comparison of Actual versus Budget Billing, recent activities (like WIP additions and billings), and a list of outstanding tasks related to the assignment.
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CCH Central
Assignment Details Page: Extra tab
The document describes the functionality of the "Extra" tab, which allows users to create and manage custom categories and fields. These custom categories are designed to store information that does not fit neatly into existing sections for contacts, clients, assignments, or suppliers.
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CCH Central
Assignment Details Page: Documents tab
The document outlines the functionality of the "Documents" tab, which allows users to link external documents such as Word files, Excel spreadsheets, PDFs, and more. Users can also link to folders for organizing assignment-related documents. This feature enables efficient document management and retrieval across various functions, including Contacts, Clients, and Suppliers. It emphasizes the importance of regular backups and cautions against permanently deleting documents when unlinking.
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