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CCH Software User Documentation

Assignment Details Page: Provisions tab

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Provisions are made against an assignment if there is a doubt as to how recoverable the WIP and debtors might be on an assignment. The information you enter is recorded as memo information and cannot be deleted. When you create a new provision you need to select which provision type you are creating by selecting from the two options in the Ledger drop-down list (i.e. WIP or Debtors). You also select the date, enter the expected write–off amount in the Amount field and any comments in the Comments field. 

WIP Provision setup

WIP Provision Approval

This functionality allows firms to select which mode of WIP Provision is     entered at a practice level. The four modes are as follows:

  • Standard VPM
  • Assignment Provision Entry Approval
  • Client Provision Entry
  • Client Provision Entry Approval

The default setting is 'Standard VPM'. There is no functionality change to how existing WIP Provisions are applied i.e. WIP Provisions are applied at Assignment level only within the Provisions tab. Any WIP Provision added using Standard VPM does not require Approval.

To alter the default setting, navigate to File - Maintenance - Miscellaneoous - Miscellaneoous and select the required mode from the 'WIP Provision Approval' drop down list


Note: Access to the Miscellaneous menu option is controlled by the existing security permission key.

The table below provides a top level summary of the mode features:


Note: Entry of WIP Provisions via any of the above modes is controlled by the existing Task Permission  #Assignment @Provisions task

WIP Provision Entry

Entry of Standard WIP provisions is accessed from the Provisions Tab within a client assignment. Enter the provision on the blank line and select WIP from the Ledger drop down menu. After adding the entry the following message appears:


Yes - Commits the Entry. The provision is unable to be edited or deleted.
No - The date, value and reason on the provision are able to be amended until committed.

Assignment Provision Entry Approval

This new mode ‘Assignment Provision Entry Approval’ enables sites to apply partner approval for all WIP Provisions entered. The initial entry of WIP Provisions remains the same i.e. entry at assignment level, within the Provisions Tab. The partner (set within the Client responsibility tab) is required to approve their WIP Provision. Approval of the WIP provision is achieved two ways:

  • Homepage Control
  • Provisions Tab

Cross Partner Approval

There may be times where a client partner is required to approve another client partner WIP Provision. This is achieved by the Task Permission:

  • #Homepage #Provision Approval #Allow Cross Partner Approval

Additional options are available within the Homepage Control when the ‘Allow Cross Partner Approval’ Permission is set. These options are accessed through right clicking the homepage control:


The options shown without Cross Partner Approval enabled, are the same with the exception of ability to swtich the view between Partners (inc. Partner Search), Offices, Departments and Practice view.

Note:  This is related to Partner responsibility and NOT to security groups. A Superuser who is not a partner is not able to carry out this function.

Homepage Control

Approval: A list of all ‘Unapproved’ WIP Provisions for which the partner is responsible is displayed. Approval is achieved by selecting the applicable provision entries and clicking the clipboard_efc56ca7a6f480bfb1f0a41ac031c484c.png Approval icon at the bottom of the homepage control. This can also be done on the Provisions tab within a client assignment

Deletion: Partners are able to delete ‘Unapproved’ WIP Provisions by selecting the relevant provision entries and clicking the clipboard_eaeb5a9d77a3f3e58c67bdcf2120045a9.png deletion icon at the bottom of the homepage control. This can also be done on the Provisions tab within a client assignment.

Note: Client partners are only able to approve or delete unapproved WIP Provisions belonging to clients where they are the set as the partner responsible. Sites are required to grant the ‘Cross Partner Approval’ permission to enable Partners to approve Assignment WIP Provisions belonging to other client partners.

Client Provision Entry/Client Provision Entry Approval

Either of these modes are selected from the WIP Provision maintenance area (File - Maintenance - Miscellaneous - Miscellaneous) and enables sites to quickly add WIP Provisions at Client level. The WIP provision is apportioned evenly against all open assignments for the client(s). Any WIP provision added using this mode does not require approval. With this mode enabled, users can still apply provisions at assignment level if required.

The Client Provision Entry can be accessed from the Ribbon on the Find Clients screen. Select your client(s) and naviagte to the WIP Provisions button:


Entering a Client WIP Provision

Having selected your client(s) and entered the WIP Provisions screen using the above method, you can proceed to enter the following columns for each client:

  • Amount
  • Date
  • Reason

After adding the required information, you will receive the following message:


Yes - Commits the Entry. The provision is unable to be edited or deleted.
No - The date, value and reason on the provision are able to be amended until committed.

Clicking on the clipboard_edb8e4642d72f622f8cd7954f016e7bf6.png option next to each client, lists all historic provisions entered. Users can refine the list of past provisions, by entering From/To Dates and searching. (This returns provisions within the specified date range)


Note: If the entry option is greyed out on the Client WIP Provisions screen, the client is either closed, or there are no open assignments attached to the client.

Smart Reports

Within the WIP group heading two additional reports have been created to enable users to report on any approved and unapproved WIP Provisions with their relevant reasons:

  • WIP Provisions By Assignment
  • WIP Provisions By Client
  • Control by Client WIP and Debtors with Provisions and Cash
    - Provisions; to return values within the Provisions column, ensure the ProvisionsOn configuration key is set to 1. Any provisions added within adjustment mode (which match the report date range) is then displayed.

Two task permission keys have also been created under the Product of VPM, within File > Maintenance > Security > Task Permissions:

  • Smart Reports : WIP - WIP Provisions By Assignment
  • Smart Reports : WIP - WIP Provisions by Client

Note: All unapproved WIP Provision values are excluded from any report using the WIP     Provision field.


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