Topic results Billing Analysis And Reporting

CCH iFirm Practice Management
Annual Revenue
This widget displays the monthly revenue (starting from the month defined in firm details) for your firm for the current and last financial year. This data is also found in the Annual Revenue Report. You can use this widget to see how your firm is performing financially and filter the data to display only the data that relates to you. 
More information
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.
More information
CCH Practice Management
Running a prebilling report for a client
This document outlines the use and generation of prebilling reports for client work in a practice. Prebilling reports serve as a basis for client invoicing and include details of work completed, categorized by type, employee, month, or group. It provides a step-by-step guide on how to run these reports, including navigating the client interface and customizing the report criteria. Additionally, it details options for printing, saving, or exporting the generated reports, ensuring efficient management of work-in-progress (WIP) records.
More information