Assignments
CCH Practice Management helps you carry out work for a client within a structured and organised system that allows for descriptive and accurate entry of WIP. This benefits you and your practice in the recording of information, encouraging a time-efficient and accurate billing process, and increased reporting flexibility. You can also easily keep your clients up to date because you know the type and cost of the work being carried out through Assignments which is one of the work units.
- Work units
- Assignments, Assignment Templates and Assignment Template Groups
- The Find Assignment Window
- Assignment Field Chooser Options
- Setting up work using an Assignment Template
- Finding an Assignment
- Editing an Assignment
- Deleting an Assignment
- How to set up work using a custom Assignment
- Add a Job to an Assignment
- Adding an employee to an Assignment Team
- Adding a Schedule to an Assignment
- Setting up the Fee Budgets to track a budget
- Tasks
- Milestones
- A Milestone is a series of related tasks grouped around a type of assignment. In grouping these tasks, the practice can: 1) display milestones on the homepage control for job management purpose to identify a discrete step of a type of assignment when a particular milestone of an assignment has been reached. 2) monitor the progress of work being carried out so that the stage is completed in a timely manner to the expectations or timeframes agreed with a client or even to meet official deadlines.
- Assignments Details Page and Tabs
- Assignment Details Page: Bills tab
- Assignment Details Page: Documents tab
- Assignment Details Page: Extra tab
- Assignment Details Page: Group tab
- Assignment Details Page: Home tab
- Assignment Details Page: Main tab
- Assignment Details Page: Misc/Est tab
- Assignment Details Page: Nominal tab
- Assignment Details Page: Provisions tab
- Assignment Details Page: Rates tab
- Assignment Details Page: Schedule tab
- Assignment Details Page: To Do tab
- Assignment Details Page: WIP tab