Topic results Job Sheet

CCH iFirm Job Management
Add jobs in bulk
You can bulk-create any type of job and use the range of filters to select which clients the jobs will be created for. You can narrow the list of bulk-created jobs to specific fields, for example client type, or any dynamic fields you created in Contacts.
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CCH iFirm Job Management
Update currently responsible
You can track who is currently responsible for his or her part of a job. This ensures that everyone working on a job knows when to do his or her part of it, and helps your firm complete jobs quicker. In order to track who is currently responsible for jobs, you need to activate the setting.
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CCH iFirm Job Management
Add a manual disbursement
You can create jobs in Jobs & Billing individually when new work comes in (for example, business development opportunities or other special work) in bulk (for example, all your annual accounts jobs at the beginning of the year) or as recurring jobs (for example, monthly jobs). Bulk-creating jobs and setting up recurring jobs will save you a lot of time and ensures that you do not forget to create jobs each month.
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CCH iFirm Job Management
Add Client notes
You can add information related to a job and this information will be stored in the Notes & Reminders tab of the client's record in Contacts.
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CCH iFirm Job Management
Add a write-off or write-on transaction
Write-offs (ups) can be applied when a job is open and can also be applied during the invoicing process and on closing a job. The write-off process can begin with a fixed amount that you want to write-off, or you might build a write-off amount by selecting individual WIP items on the job. 
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CCH iFirm Job Management
Add job comments
You can use the Job Comments section of the Job Details page to view and record information about a job. For example, you may want to add a comment.
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CCH iFirm Job Management
Update the job status
You can track who is currently responsible for his or her part of a job. This ensures that everyone working on a job knows when to do his or her part of it, and helps your firm complete jobs quicker. In order to track who is currently responsible for jobs, you need to activate the setting.
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CCH iFirm Job Management
Add a job manually
You can create jobs in Jobs & Billing individually when new work comes in (for example, business development opportunities or other special work) in bulk (for example, all your annual accounts jobs at the beginning of the year) or as recurring jobs (for example, monthly jobs). Bulk-creating jobs and setting up recurring jobs will save you a lot of time and ensures that you do not forget to create jobs each month.
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CCH iFirm Job Management
Edit job details
Jobs will mostly be created as a recurring job or in bulk. Occasionally you may be required to edit job information, such as target end date, job details and budgets. We recommend that only a select few in your firm have access to editing jobs, so that you can better monitor changes when they occur. Editing jobs also allows you to edit the resource allocations, and you may not want staff members editing their allocations without prior approval.
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CCH iFirm Job Management
Use the Job Details page
On the Jobs page, click a job to open up the Job Details page. The functions, buttons, links and information that are displayed on this page are determined by your user profile. If you require certain functions as part of your jobs and the data or links are not displayed on your screen, contact the admin user to request the relevant security roles. Make use of the right hand panel for quick and easy access to related pages. The command buttons and information panels, along with the required security roles, are described below.
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CCH iFirm Job Management
Use the Search tab
In the Jobs page, choose the desired filters for your search from the Search tab. 
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CCH iFirm Job Management
Use the Jobs Tab
The information on jobs list is organized under tabs and accessed from the Jobs page. Some jobs may be listed under more than one tab. The security roles assigned to your user profile will determine which of these tabs you can see. The following information is categorized under the topics of junior staff (limited access) and senior staff (full access).
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CCH iFirm Job Management
Use the Jobs page
The Jobs page (Jobs & Billing > Jobs) includes all jobs for the contacts to which you have access, depending on your security role, where applicable. Several tabs can be displayed: All Jobs, Open Jobs, Weekly View, My Ordered Jobs, Jobs Assigned to Me, Jobs I Worked on, Unallocated Jobs, In Progress, Completed and Closed Jobs.
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CCH iFirm Job Management
Jobs and Billing
Jobs is the main area of Jobs & Billing. Click Jobs and you will see the Open Jobs tab of the Jobs page. What you can see and do from here depends on your assigned security roles.
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CCH iFirm Job Management
Jobs
Jobs is the main area of Jobs & Billing. Click Jobs and you will see the Open Jobs tab of the Jobs page. What you can see and do from here depends on your assigned security roles.
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CCH Practice Management
Toolbox: Job Sheet - Jobs Filter
The document provides a step-by-step guide on using the Jobs Filter feature in a Job Sheet. Users can access the filter by right-clicking on the table, selecting "Filter jobs," and adding filter criteria. Options include choosing specific fields and calculations to refine search results. Users can add multiple criteria for nested filtering and apply or remove filters as needed. The results update dynamically in the Job Sheet table, with the active filters displayed above it for easy access.
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CCH Practice Management
Toolbox: Job Sheet - Multiple Updates
The document discusses the bulk update functionality on the Job Sheet home page, specifically for fields like Assigned To, Client Partner, and managers. Users can right-click the Assigned To column to access options such as "Reassign All" to assign all jobs to a selected employee or "Remove All" to clear the Assigned To fields. A cautionary note emphasizes the importance of filtering records to ensure accurate updates, as changes will apply to all displayed records.
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CCH Practice Management
Toolbox: Job Sheet - Show Field Chooser
This document outlines the available fields in the right-click menu of the Job Sheet for various job modes, including Assignments and Schedules, as well as Jobs. Key fields include Client Code, Client Name, Job/Schedule, Assigned To, Target Date, Budget, and Notes. It details how to interact with these fields, such as hyperlinks for accessing related screens, the calculation of days left until a target date, and budget management. Additionally, fields related to client and assignment information, such as department and manager details, are specified for better job tracking and management.
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CCH Practice Management
Toolbox: Job Sheet - Right Click Menu
The document provides an overview of right-click menu options available in a job management interface. Key features include viewing completed jobs, creating timesheets and bills, exporting data to Excel, and managing job milestones with status options (In progress, Complete, Risk, Problem). Users can also clear status, choose to view it as icons or in colors, and add, edit, or delete comments on milestones. The document emphasizes features for managing and tracking job statuses and details through various interactive components.
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CCH Practice Management
Toolbox: Job Sheet - Homepage control
This document provides instructions for adding the Job Sheet homepage control to a user’s homepage, detailing the process of customization through the Toolbox. It outlines the default columns for various job modes, including key fields such as Client/Assignment, Job/Schedule, Assigned To, and Target Date. Users can add new jobs using a provided link and view milestone comments by hovering over them. The document also mentions that multiple Job Sheets can be added and filtered for better information management.
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CCH Practice Management
Toolbox: Job Sheet - Updating Milestones
The document outlines the relationship between task status options and assignment schedule stage statuses, specifically focusing on four key statuses: In Progress, Complete, Problem, and Risk. It explains how updates to linked milestones and schedule stages synchronize within the Toolbox's Job Sheet. Additionally, it warns that user-created task statuses can lead to clearing milestones, and notes that changes to task status descriptions will be reflected on the homepage control upon application restart.
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CCH Practice Management
Toolbox: Job Sheet - Create Timesheet
This document outlines the functionalities of a timesheet based on different Job Modes within a management system. It details three modes: 1) "Assignments and Schedules," allowing time recording only against task-related schedules; 2) "Assignments, Schedules and Jobs," permitting job creation but not direct time recording against jobs; and 3) "Assignments, Schedules, Jobs and Job Time Recording," which enables direct time recording against both jobs and schedules.
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CCH Practice Management
Toolbox: Job Sheet - Default Due Date
This document outlines the process of setting default due dates for project milestones within a Job Sheet. It emphasizes the importance of milestones in tracking project goals and provides detailed steps for adjusting due dates, including the use of calculations based on other date fields. The document also notes that changing a milestone's status does not alter its due date, which is only updated upon marking it as complete.
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