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CCH Software User Documentation

Viewing a partner's billing history

The Billing History by Partner window is used to view a summary of all the invoices posted for a specific partner within CCH Practice Management.

Viewing invoices

The default sort for the list is by invoice number. The Billing History by Partner window is accessed by selecting Billing  from the tabs at the top of the screen and then Billing history By Partner from the Ribbon.

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You can:

  • report on the selected invoice

  • preview an invoice

  • sort by columns.

You can select the partner whose invoices you want to view by unticking the Show all Partners check box clipboard_e91781f1836fcc8171127a81103213eb9.pngand then clicking in the Partner field to access the Ellipsis button clipboard_e0f72e41fbbb60a21fffd53c87d4780f9.pngwhich in turn opens the Find Partner window. Select a partner from this window to only see the invoices for that particular partner’s clients.

The Billing History by Partner window contains a Preview option on the Ribbon that you can click to view the selected bill using Microsoft Word. From within Microsoft Word, you can select the menu command File > Print or click the Print button on the toolbar. Printed invoices can be viewed and reprinted from the Bills tab of the relevant Client or Assignment page in the Full Billing History area if required. If you click a blue client name in the list the Bills tab for that client will be displayed. You can refresh the list by clicking the Refresh option on the Ribbon.

Grouping invoices

You can also change how the invoices are listed in the page by dragging one or more of the available column headings into the grey Group area on the page. This will group the items in the list by the heading(s) you have selected.

For example, you may want to view the invoices by partner or date posted rather than by billed amount. Use the mouse to drag the required group heading to the Group area on the page and the invoices will be reset to reflect your chosen option. You can add another group heading either before or after those already selected to further group the items.

To view all items just remove all the grouping options from the Group area.

When grouping by client or employee the list is displayed in alphabetical order. You can click the column headings to sort by that row.

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