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CCH Software User Documentation

Setting up the Assignment Billing Timetable to track a budget

If a practice wants to track budgets against actual figures, the practice can enter monthly figures into the Assignment Fee Budget in the WIP tab of the Assignment.

Set up the Assignment Billing Timetable to track a budget

  1. Open the client's assignment.

  2. Select the WIP tab.

  3. In the Fee Budgets and Repeat Bills area, enter:

  • Date
    You can enter multiple dates and amounts for a processing period. The budget figures are added together for the period.

  • Amount
    This is the budget amount for the date entered. You can enter multiple dates and amounts for a processing period. The budget figures are added together for the period.

  • Comment
    This is a description of each amount entered.

  1. Click OK on the Main tab to save the information.

Note

To complete the setup to track budgets against actual figures, you need to also customise the Home Page with the Budget Variance Option.

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