Billing, Receivables and WIP Reports
Depending on your security role, you can run a range of reports on billing, receivables and WIP. You can run billing and receivable reports to view detailed breakdowns on WIP, invoices, receivable amounts, the disbursements logged for each partner, all jobs for a selected client, a summary of your cheque payments, and more.
Billing reports available in CCH iFirm are the following:
- Draft invoices;
- Finalized invoices;
- Grouped finalized;
- Invoice breakdown by code;
- Invoice breakdown by job type.
Receivables reports available in CCH iFirm are the following:
- Aged receivables;
- Bank deposit supplement;
- Accounts receivable transaction;
- Accounts receivable control by client;
- Accounts receivables control;
- Grouped aged receivables.
WIP reports available in CCH iFirm are the following:
- Aged work in progress;
- Grouped work in progress summary;
- Grouped work in progress;
- Work in progress by manager;
- Work in progress by partner;
- Work in progress client breakdown;
- Work in progress control by group;
- Work in progress control;
- Work in progress.
Other reports relating to these topics are also available in CCH iFirm :