Topic results Billing Execution And Workflow

CCH Practice Management
Authorising and posting a bill
The document outlines the procedures for authorising and posting individual and batch bills within the Billing Main window of a billing system. It explains that once a draft bill is submitted, it can be authorised and posted, moving the client's work in progress (WIP) to debtors for financial tracking. Specific steps are provided for authorising individual bills through client pages and for batch authorisation from the Home Page. Key actions include selecting bills, authorising them, and then posting them, with notes on required statuses and client filtering options.
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CCH Practice Management
Using the Billing Wizard
The document provides a detailed overview of the CCH Practice Management Billing Wizard, a tool designed to streamline the billing process. It guides users through generating and managing client bills, allowing the creation of draft bills and final invoices. Key functionalities include defining invoice contents, billing for multiple assignments, and adding covering letters with customizable options. The Billing Wizard can be accessed from various client record screens, and users can easily navigate through different stages of the billing process. Importantly, if canceled, drafts will not be saved, emphasizing the need to complete the billing steps.
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CCH Practice Management
The Billing Main window
The document outlines the functionalities of the Billing Main window in a billing software system. It guides users through creating, submitting, authorizing, and posting client bills. Key features include buttons for managing bill amounts, customizing bill paragraphs, and altering authorizations. Users can navigate stages of billing via the Billing Wizard, with options to return submitted bills to draft status, authorize bills, and generate reports. The document also details various toolbar buttons and fields such as "Bill Status," "Invoice Status," and associated tasks that contribute to efficient billing management.
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CCH Practice Management
Flagging a bill as Interim or Final
The document outlines the process for flagging bills as Interim or Final in a billing system. In Stage One, a user can mark a bill as Final by checking a box; if left unchecked, it defaults to Interim. There is a column in various billing screens to indicate the bill's status. Additionally, the default setting for the Final Bill flag can be controlled by a configuration key, which system administrators can modify to ensure the desired default behavior in the Billing Wizard.
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CCH Practice Management
Direct Debits in the Billing Wizard
This document outlines the process and features related to Direct Debit billing in a software system. It details the two necessary billing types for Direct Debit, the use of a Billing Wizard to identify payment types, and conditions for transitioning bills through various stages. Additional improvements include the incorporation of Direct Debit fields in various interfaces, like the client bills tab and the debtor enquiry, as well as reporting functionalities. It emphasizes template management and validation requirements for ensuring compliance with Direct Debit billing protocols.
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CCH Practice Management
Copying text from other bills
The document explains how to copy text from previous bills in the Posted Bills window within the Billing Wizard. It details the process for accessing this window, allowing users to list and select posted bills for both the current and other clients. Users can make multiple selections to copy paragraphs, which are then added as new entries. It is important to note that only the text content is copied, not the monetary values. Additionally, users can reorder paragraphs as needed within the bill draft.
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CCH Practice Management
Bulk Billing
The document outlines the functionality of the Bulk Billing Wizard in CCH Practice Management, which enables users to create bulk and repeat bills for multiple clients in a streamlined manner. It details the necessary permissions, steps for using the wizard, and the options available for customizing bills including frequency, amount, and templates. Additionally, it explains how created bills appear in the Bills to Approve section and the process for deleting draft bills and associated repeat bills. Users need specific task permissions to access the bulk billing features.
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