Set up automatic job creation
Settings - Jobs & Billing
Instead of having to re-create jobs manually once they have been completed, or closed, you can have jobs re-created automatically. Depending on your requirements you can have jobs automatically re-created when the job is completed or closed. CCH iFirm uses events in the system to trigger the recreation (when a job is completed or closed). If you have set up custom firm groups, then the firm groups allocated to the first job are passed on to the next job.
Note: This method cannot be used for Annual Accounts jobs, and it does not allow you to specify a cycle, period ended or target end dates. To make use of specific dates and cycles, we recommend you use the Recurring Jobs feature.
- Click Settings > Jobs & Billing..
- Click Job Types.
- Click the row of the type of job you want to have automatically created, for example WAGES.
- Select an option from the Create another job drop-down list.
- Click Save.
Note: If a WAGES job has been set up using the Recurring Jobs feature, this method will not be activated. Recurring jobs override the automatic re-creation of jobs.