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CCH Software User Documentation

Assignment Details Page: Group tab

The Group tab displays the relationship that one assignment has with another. It is also the tab where you view and create billing groups.

Generally, a client will want one invoice billed to them. However, there are times that a client will want an invoice billed to one or more of their subsidiary or associated entities. You can accommodate the client's need by using the Group tab to set up a Parent Assignment with one or more Child Assignments belonging to that client. Creating groups of assignments allows the WIP from other assignments to be billed to the parent assignment on the same invoice. You can also report on these billing groups.

 

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