CCH iFirm 2022.10

CCH iFirm Release Notes

Contents

Enhancements - May 27, 2022

Enhancements - December 17, 2021

Enhancements - December 3, 2021

Enhancements - September 24, 2021

Enhancements - July 23, 2021

Enhancements - December 4, 2020

Enhancements - September 4, 2020

Enhancements - June 22, 2020

Enhancements - March 9, 2020

Enhancements - December 3, 2019

Enhancements - May 27, 2022

Core & Contacts

  • A notification message recommending that users configure two or more multi-factor authentication methods is now displayed on the dashboard. Please note that users can disable this notification message, if desired, by selecting the Hide notification to set up multiple MFA credentials checkbox near the bottom of the page > My Profile > Multi-Factor Authentication tab.
  • Client Status is now included in the list of Available Fields in the Contact Details report. This filter will allow you to determine if a contact is active or inactive in the CSV export.
  • The one-time access code generated from Settings > Users > Edit User > Create a one-time MFA access code is now valid for four hours.

Jobs & Billing

  • The following OData feed has been added:
    • ActualVsAllocatedHours – This new feed will provide data for the Actual/Allocated Hours Report. The available columns are UserName, UserID, Allocated, Worked, Difference, Variance Reason, Contact Group, Client, Job, Job ID, Status, Invoiced, Write-off, WIP and Budget.
  • The issue where the timesheet entry method selected by a user was not considered when the Change User option was selected has been fixed.
  • The issue where the English date format appeared for French contacts when an invoice description included the period ending text date merged field ({PeriodEndedText}) and the layout had been changed to not show the disbursements and/or adjustments separately has been fixed.
  • Diacritical characters are now displaying correctly in ePay invoices.

Portal

  • It is now possible to apply a global file retention policy to the CCH iFirm Portal module. From the Settings > Portal section, input the desired retention period in number of days. Once the number of days is reached for a file, it will automatically be purged from the portal.
  • From their portal, your clients can now update their personal information. This change request is available in CCH iFirm, under the new Portal Updates tab. Once reviewed, you will be able to approve or cancel the changes.

Documents

  • We improved the sorting behaviour of folders and files in the different display grids according to these priorities:
    Scenario #1: Groups of files and folders that will always be displayed, sorted by Name (or any other column), in individual groups.
    Type | Name
    Folder | A
    Folder | B
    Folder | C
    File | A.txt
    File | B.txt
    File | C.txt

    Scenario #2: If the Type column is clicked, the files group will appear first, sorted by Name (or any other column), in individual groups.
    Type | Name
    File | A.txt
    File | B.txt
    File | C.txt
    Folder | A
    Folder | B
    Folder | C

    Scenario #3: If the Name column (or any other column) is clicked, items from the Name column will be sorted by descending order, in individual groups. Here, Type sorting will persist.
    Type | Name
    File | C.txt
    File | B.txt
    File | A.txt
    Folder | C
    Folder | B
    Folder | A

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Enhancements - December 17, 2021

Core & Contacts

  • Temporary passwords will now expire 24 hours after you send new users their login details.
  • The issue affecting some users where Associated licenses were not retained when saving the latter in the Edit user screen has been fixed.
  • To ensure consistent performance for everyone, email content and metadata stored in the e-mail centre will now be permanently deleted after 365 days.

Jobs & Billing

  • The issue where an amount was added automatically to the Invoice in advance field when applying write-offs from the Change Amount dialog box in the Draft Invoice page has been fixed for all newly created invoices. Please note that previously created invoices affected by this issue have not been automatically corrected. You can now manually do the correction from the Change Amount dialog box.
  • The issue where jobs appeared as duplicates in the My Ordered jobs tab when multiple people were assigned as resource and the job order had been set for each person has been fixed.
  • The job types’ full name now displays instead of the job code when adding a job status in Settings > Jobs & Billing>Job Statuses and when adding automatic fees or a resource allocation in Contact Details > Resourcing & Fees.
  • A security role has been added to allow you to further restrict the ability for your users to view, add and edit their own disbursement entries. This security role is called Disbursements - View, Add and Edit My Disbursements.

Documents

  • The issue where sending a folder from CCH iFirm Document to CCH iFirm Portal, which could lead to missing files in the folder has been fixed.

Portal & Digital Signature

  • The Firm Name and Client name merge fields contained in e-mail templates should now return to the proper value.

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Enhancements - December 3, 2021

Core & Contacts

  • You can now search for a user from the Contact Security page.
  • Up to 100 characters can now be entered in the User Name field.

  • Sortable columns are now visually identifiable in the Contacts, Client Notes, Contact Security and E-mail Centre screens.

  • The Import Clients functionality is now restricted to 3,000 contacts per batch.

  • Contacts will no longer be duplicated when they are added to a Billing Group or Contact Group, which can now be accessed without errors.

  • By default, imported QBO contacts will not be visible to users added to Contacts until a firm administrator refreshes the contact security by clicking the Recalculate Contact Security button from Settings > Contacts > Contact Security.

  • The E-mail Centre Date Sent column will display information based on the time zone configured for your CCH iFirm site.

  • The Contact Details report now correctly displays diacritic characters in the CSV export.

  • The Current WIP section, under the WIP & Billing tab (Contact Details page), will now list the top 10 items based on the WIP amount.

  • Dashboard
    • The Dashboard will now display eight widgets on the initial load of the screen. You can use the Show More button to display four additional widgets per click.
    • The Team Efficiency widget will now show updated information when a filter is selected.
    • Clicking a timesheet in the Missing and Incomplete Timesheets widget will take you to the correct timesheet.

Jobs & Billing

  • My Timesheet
    • You can now search for jobs that have an “&” in the contact name in My Timesheet.
    • You can now enter a single character in the Job and the Activity Code drop-down fields and results will be displayed.
    • A copy button is now available next to the Activity Code field in My Timesheet. Clicking the button will copy the text in the Activity Code field into the Comments section.
    • In the Monthly tab of the My Timesheet view, if you click the Next button in a 31-day month, you will now be taken to the next month.
    • The Search box will now resize to the size of your window.
    • Activity Codes will display when adding time to a Timesheet from a timer.
    • When editing a time entry, the Current Job Status will now display.
  • Job Order
    • Gridlines have been added to the Job Order page to facilitate review. The page has also been resized and the columns width improved.
  • WIP
    • The issue with the Add Allocation button in the Edit WIP Item screen has been fixed.
    • The issue with the transferring WIP to a new job in the French interface has been fixed.
  • Reports
    • The issue with loading reports has been fixed and all reports should now load correctly.
    • In the Job Profitability report, you can now select more than one job type and see the results for all selected job types in the report.
  • Recurring Jobs
    • The selections made when creating bulk recurring jobs in Jobs & Billing > Recurring Jobs will now be used.
  • Accounts Receivable
    • Accounts Receivable transactions for a client will now be listed from newest to oldest.

Capacity Planning

  • You can now see all users in the Capacity Planning view.

Documents

  • The import mapping feature has been enhanced to enable bulk approval. When the mapping is done through a mapping file, all mapped items will be approved.
  • One or more folders can be selected as permanent folders during the import process. This will prompt CCH iFirm Documents to place all folders and files contained in the selected folders in the contact's permanent folder.
  • The behaviour of the search filters has been modified. Search will now work across all entries even if the drop-down menu only presents a limited number of entries. The Load more button can be used to display more entries.

Portal & Digital Signature

  • The Signed Documents report will now include drop-down lists from which to select Partner and Manager as filters.
  • An option to invite additional portal users to CCH iFirm Portal during the envelope creation process has been added. Once invited, the user will be a potential signatory for the envelope.
  • When inviting a new user to CCH iFirm Portal, a new security option has been added to only display the Documents to be Signed folder to them.
  • CCH iFirm Users can now see the size of a folder within CCH iFirm Portal by clicking the new Properties icon next to the folder.

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Enhancements - September 24, 2021

Core & Contacts

  • We are excited to announce the release of the new CCH iFirm User Interface (UI) to all users. This is the first step in the ongoing development of UI/UX (User Interface/User Experience) enhancements of the application.
    What’s new in this version:
  • A modern user interface for enhanced productivity.
  • Responsive screen designs improving user productivity and workflow efficiency.
  • Faster response times, which further boost productivity and user experience.

To ensure a smooth transition, no features have been removed as part of these enhancements and a limited number of features have been redesigned or moved. Please also note that the following links have been moved to the drop-down menu at the top of the page: My Timesheet, Recently viewed jobs, My Favourites, Demo Firm, Help, Customize Dashboard. You can use the CCH iFirm Feedback Form to let us know what you think of the new UI interface.

  • We have modified our password requirements. The new requirements are the following:
  • Password strength validation:
  • Minimum password length is eight characters.
  • Your password must contain any three of the following:
  • one uppercase letter (A-Z)
  • one lowercase letter (a-z)
  • one numeric character (0-9)
  • one special character (!, $, #, %)
  • Your password must not contain three consecutive characters that appear in your username, first or last name.
  • Your password cannot be the same as your previous five passwords.
  • Your password will expire after 90 days and temporary passwords (i.e., those created when passwords are reset) are valid for one day.
  • Users’ accounts configured with SSO (Single Sign-on) login will now be directed to the appropriate page instead of the Dashboard when using a direct link (bookmarks or copied and pasted URLs).
  • Import Users: The decimal timesheet entry method can now be selected as a Timesheet Entry Method via .csv import. The value for the TimesheetEntryMode column must be either “b” (Units), “e” (Actual Time) or “d” (Decimal).

Jobs & Billing

  • Duplicate Timer Names. We have enhanced our Timer feature. As a result, you can now duplicate timer names. This will enable you to use the same timer name for a customer or job even if another timer with the same name has been added to a timesheet or is currently active.

  • The following OData feeds have been updated to include a UserID column:
  • BillableTime
  • CurrentlyResponsible
  • ResourceWIPAnd Billing
  • MissingTimesheets

The UserID is a unique numerical identifier for each user and will display in front of the UserName column. This will simplify the creation of relationships between tables in Power BI.

Documents

  • A limit of 3,000 contacts/contact groups will now be displayed in the selection drop-down menu.
  • We removed the File Type Count from the CCH iFirm Documents home search filters. All File Types will now be displayed.
  • All tags will now be displayed on the CCH iFirm Documents drop-down menu instead of showing only used Tags.
  • A User Preferences section is now available so that users can apply default settings for the Mark as private and Auto add contacts features of the CCH iFirm Outlook Add-On.

 

 

Portal & Digital Signature

  • A limit of 3,000 files and folders will now be displayed in the following CCH iFirm Portal sections: Documents, Search and Unread.
  • The folder size will no longer be visible in the CCH iFirm Portal Documents section.
  • All CCH iFirm Portal users, regardless of their status, will be displayed in the Subscribers tab and can be deleted.
  • The previous behaviour for empty folders when downloading in bulk has been changed. Empty folders will no longer be downloaded.
  • We have changed the current restrictions on allowed file types. File types, like accounting software proprietary files, will once more be allowed when uploading to CCH iFirm Portal.

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Enhancements - July 23, 2021

Core & Contacts

  • With recent rises in tax-related identity theft and phishing attacks, we would like to inform you that we take your information security seriously. Therefore, we have made a change to our multi-factor authentication (MFA) process for firm users who need to reset their lost password by clicking the Forgot your password link. During the recovery process, when prompted for MFA, users will not be able to use the MFA E-mail to option. They will need to use the Google Authenticator or Text Message to options. We recommend that users proactively configure one of those two options if not already done.

Firm administrators who have the MFA Generate One-Time MFA Code security role, will be able to generate a one-time access code, which will be valid for 10 minutes, for users who are not able to complete the MFA process using one of the other two available options. To create a one-time MFA access code, open the Edit User page by clicking Settings/Users and selecting the user. Then, click Create a one-time MFA access code to get the code, which will be valid for 10 minutes.

Jobs & Billing

  • You can now click Add Tax Line in the Edit Tax dialog box to adjust tax amounts on draft invoices. Once a new tax line is added, the Amount field will become editable, which allows you to make adjustments. Please note that the tax calculation will be reset if you edit a WIP line by clicking Change Amount under the Preparation View tab on the invoice.

  • Tax components used in multiple tax types, for example GST, will now be grouped on a single line on newly created invoices instead of being displayed on separate lines.
  • The tabs By Resource & Activity, By Resource, Job & Activity and By RICJA (By Resource, Invoice, Client, Job & Activity) of the Employee Realization report have been added. You can now export employee realization data from the Export Data application. Please consult this help topic for more information about the Employee Realization report.
  • The following OData feeds have been updated:
  • Jobs – Now includes the Date Changed column. Note that this data feed is now limited to the last five years.
  • AccountsReceivableTransaction – Now includes the Billing entity column.
  • The following OData feeds have been added:
  • WIPClientBreakdownBilled – This new feed is a complement to the existing WIPClientBreakdown feed. It includes any WIP items for closed jobs where the amount outstanding is equal to $0. To ensure reliable performance, this data feed is limited to the last five years.
  • JobHistory – This new feed will provide data of the Job History tab on the Job Details page. The available columns are: JobID, StatusId, UserID & JobStatus.
  • JobComments – New feed that displays job comments. The available columns are: JobID, ClientCode, ClientName, Comment, CommentedDate & CommentedBy.
  • MissingTimesheets – New feed that provides data available in the Missing and Incomplete Timesheet report. The available columns are: User, Day, Date, Missing, Standard, Total, Billable & Non-Billable.
  • BudgetedBillablePercentages – New feed that includes the following columns: UserID, FirstName, LastName, StartDate, Percentage & Status.

Documents

  • When using the Outlook Add-in for CCH iFirm Documents, you will now be able to save new attachments to the Firm Folders section. Instead of selecting a contact from the list, you can simply select Firm Documents and the correct folder from the drop-down list.

  • A new section is now available in the General Settings page. This new section currently contains a single setting allowing you to determine the default behaviour of the Outlook Add-in when handling attachments. When the setting is enabled, the Outlook Add-in will save attachment(s) as separate copies by default.

  • To improve version control of attachments imported through the Outlook Add-in, the default file name will now include a timestamp appended to the existing name.
  • The Outlook Add-in now supports special characters in the subject field when saving to CCH iFirm Documents.
  • When using the Office 365 Add-in from the cloud version of Word/Excel/PowerPoint, you are no longer required to save a local file when creating a new or existing document.

If editing an existing file from CCH iFirm Documents, you will need to click the Save button from the Add-in panel to update the existing file. Clicking Save from Word/Excel/PowerPoint will not update the document in CCH iFirm Documents. Please note that a new version of the file is created in the versioning tool each time you save.

If creating a new file, you will need to click /the Save button from the Add-in panel to send the file to the selected folder in CCH iFirm Documents. Clicking Save from Word/Excel/PowerPoint will not send the document to CCH iFirm Documents. Please note that a new version of the file is created in the versioning tool each time you save.

  • To improve performance, the column sorting feature has been disabled at the main document folder level. Column sorting is still available at the contact level and lower levels.
  • Following tests and feedback, the Settings section has been removed from the Document Sync Application to be replaced by default settings based on best performance. The Document Sync Application has also been enhanced to reduce failures.
  • New features have been added to improve the Import Tool. You will now be able to Skip Folders as well as indicate Mark as Permanent folders.
  • To ensure system performance and stability, the following bulk operations that are performed on files and folders have been limited to 2,000 files at once: Copy, Move, Delete, Move To Recycle Bin, Restore and Permanent Delete.

Portal

  • The portal registration has been simplified. Previously, users receiving a registration request would have to input all the requested data to create their account. The new registration process uses the information already available in the Contacts section of CCH iFirm to populate those fields for the registrant. With this new process, registrants only need to enter the password they would like to use.

  • To simplify the invite process, the Invite to portal prompt has been improved in CCH iFirm.

Digital Signature

  • You can now change the e-mail address linked to your DocuSign account from the Digital Signature settings under Portal Settings. You will also need to log in to your DocuSign account to make the e-mail change and keep a valid connection.
  • The Add a CCH iFirm User as Signatory feature has been enhanced to verify the user role when adding to a document.

Corrections:

  • The link available in the Allocations section of the User Capacity for a specific month and job type no longer returns a 500 error in the French interface.
  • The Currently Responsible widget on the dashboard will now also include jobs in which the target end date is not specified.
  • Invoices that have been paid via ePay cannot be unfinalized to prevent allocation issues.
  • Users without the Jobs – View, Add and Edit Jobs and Jobs - Close Jobs security roles can now use the Select Columns feature in the Jobs grid to customize which columns to display.
  • You can now sort by the Invoiced column in the Jobs to Invoice page.
  • Invoices and credit notes can be finalized when the total amount is $0.00.
  • In the Client Profitability report, the calculation in the Hours column is no longer adjusted by write-offs and negative opening WIPs allocated to a time entry.
  • WIP items are now properly transferred to QBO when using the Add Line option to split WIP items on the invoice.
  • Import Users: The option to indicate if a user is a Manager or a Partner has been enabled. Simply set the answer to Yes or No in the appropriate column.

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Enhancements - December 4, 2020

Core & Contacts

  • You can now use the Contacts Security functionality to restrict user access to your contacts in CCH iFirm applications including CCH iFirm Tax, Jobs & Billing, Contacts, Intranet, Portal and Documents. User access can be removed from contact records associated with specific Managers, Partners, Contact Groups, filters and groups related to the Firm (i.e. Office and Divisions) and by defining Override Access for Specific Client(s). To review and update contact security you must have the Settings – Contacts security role.

    The following Contact Security video will provide you an overview of this new functionality.

    To enable Contact Security for your firm, go to Settings > Contacts > General Settings, select the box Enable Contact-Based Security Access and click Save. The default setting for each user is full access to all contacts records. To review the access of your users, go to Settings > Contacts > Contact Security. All current system users are listed on this screen. From that screen, you can select a user to review their access. For example, if a user should not have access to contacts records associated with a specific Office (e.g. Sherbrooke) you can, from the Edit Contact Security screen for this user, remove the Sherbrooke office from the Associated Office(s). Then, this user will no longer be able to find contact records associated with the Sherbrooke Office when they browse and search records in CCH iFirm and from the CCH iFirm Tax module. Therefore, the user will not see the tax returns associated with those contacts. To learn how to create groups such as Office and Division in contact records, please watch the CCH iFirm video Firm Filtering & Group Settings.

    *Please note that the following list of screens and areas are not yet integrated to the Contact Security feature: Power BI OData feed, Imports, Export Data, Capacity Planning, Invoices (Jobs to Invoice, Draft Invoices, Finalized Invoices), Accounts Receivables, Work In Progress, Correct WIP, All Jobs & Billing reports and dashboard widgets, API calls (i.e. Taxprep and QBO integration), E-mail Centre and Task Centre.

Jobs & Billing

  • We are excited about a new feature that allows your clients to securely pay their invoices online. When you have ePay configured in CCH iFirm Jobs & Billing and send an invoice to your client via e-mail, the latter will now see a Pay Now button in the PDF invoice that allows them to pay online. After your client submits the payment, it is posted to Accounts receivable and automatically allocated to the invoice. Transactions will show in Accounts receivable which Payment Type is ePay and refer to the ePay transaction ID in the transaction comments.

    Our first supported payment service provider is Braintree, a PayPal service (https://www.braintreepayments.com). Once your merchant account is set up with this provider, you can set up ePay in Settings > Firm Settings > ePay.

    Refer to ePay Help for details about setting up and using ePay. Note that ePay transactions are recorded automatically in accounts receivable and, therefore, cannot be edited. Invoices that are associated with an ePay transaction cannot be unfinalized or deleted. The ePay transactions recorded in accounts receivable cannot be sent from CCH iFirm to QBO at this time. However, we are currently looking into this possibility.
  • The Job ID and Name columns in the Jobs screen are now hyperlinks. The default behaviour of those hyperlinks is to open in the same tab. You can use your preferred browser keyboard shortcuts (e.g. Ctrl + left click) or right mouse click to open the link(s) in a new tab or window.
  • You can now edit unallocated WIP entries that are locked from the Correct WIP screen. Editable locked entries will now display a green lock icon. To review and update those entries you must have the Correct WIP - Edit Locked WIP Entries security role.

  • You can now access the Edit WIP Item screen of allocated timesheet entries from My Timesheet using the new View Allocation button that displays on the error message warning you that the entry is allocated to the WIP credit. This new option is available to users that have the WIP Centre - View, Add and Edit Transactions security role.

Portal

  • You can now send forms for signatures to CCH iFirm Portal directly from Taxprep with CCH iFirm Digital Signature. To streamline your signature process, a built-in tag was integrated into more than 300 forms to indicate where the digital signature must be affixed. This will increase your efficiency in sending documents for signature and in receiving signatures from your clients. Keep an eye on the Taxprep Release Notes for additional information.
  • You can now add a CCH Firm user as a live e-signature signatory on envelopes you send from CCH iFirm. To do so, proceed as follows:
    1. Click Upload from the Documents to be signed folder.
    2. Click Add a CCH iFirm User as Signatory from the Add Document window.
    3. Select the desired user from the drop-down list and define the order of signatures if required.
    4. Follow the same procedure as you would normally do to send a document for signature to any other portal signatory.

The user will then receive an e-mail notification from CCH iFirm requesting their signature on the document. To sign the document, users must proceed as follows:

  1. Click the link in the e-mail notification they received from CCH iFirm.
  2. Go to the Documents to be Signed folder of the selected portal.
  3. Click the Live e-signature icon.
  4. Click Sign Now.

  • You now have the option to change an envelope sent to be signed in person to an envelope to be signed in the portal. To change to signing method, proceed as follows:
    1. Go to the Documents to be Signed folder of the selected portal.
    2. Click the Live e-signature icon.
    3. Select the In-Portal signing check box.

Once the option is selected the signatory will receive an e-mail notification advising them that their signature is required on documents in their portal.

  • Notifications can now be e-mailed to the user in your firm who is sending a document to be signed when a signatory signs or declines to sign documents. You can select this option from Settings > Portal > Portal Settings > Digital Signature Settings and select the check box Notify the sender when a signatory signs or declines to sign documents.
  • Notifications can now be e-mailed to the person who is the Job Owner for the client jobs when the clients have uploaded files to their portal. You can select this option from Settings > Portal > Portal Settings > General Settings and select the check box Notify the job owner when client files are received or when they are modified by the clients.
  • Notifications will now be sent to all Portal Subscribers, whether their status is Registered, Pending or Expired when new files are uploaded to their portal. This will ensure that subscribers who may not have yet registered get upload notifications.
  • The Unopened Documents report has been added to the Portal section. This report enables you to review a list of all documents in your portals that have not been opened by your clients. You can access this report from Reports > All Reports >, then click the Portal tab > and Unopened Documents Report. You can select the Select all portals check box, then click Update to view a list of all unopened documents in your portals or clear the Select all portals check box to search and view the unopened documents in a specific portal.
  • An option to upload a single file to multiple (or all) portals at the same time is now available. This new option is now available from Portal > Multiple Portal Upload. From the Multiple Portal Upload screen, you will be guided through the following three simple steps:
    1. Upload File.
    2. Click the Client Portal List section to view a list of all client portals associated with your firm and select the check box at the top of the list to select all subscribers or scroll through the list to select the check boxes of specific portals to which you want to upload the document.
    3. Click the Select Default Folder section to view a list of all your default folders and click Select of the folders to which you want to upload the file.
  • You now have the option to edit the font style and size from the HTML toolbar of the Edit E-mail Template screen.

Documents

  • With the Documents Add-in for Microsoft 365 you can now save Word documents directly to CCH iFirm Documents from Microsoft Word Desktop or from Word Online applications. Please refer to the Install the Documents add-in for Microsoft Outlook help topic for instructions on how to install the add-in. Please note that the manifest file that you need to use to install the Word add-in is available in Settings > Installation > Documents Add-In for Microsoft 365. To save a Word document using the CCH iFirm add-in once it is installed and authenticated, proceed as follows:
    1. Go to the References tab of Word.
    2. Click the CCH iFirm add-in.
    3. Search for the desired CCH iFirm Contact.
    4. Select the folder to which you want to save the document.
    5. Click Save.

*Files must be saved locally or to OneDrive before they can be saved to CCH iFirm Documents with the CCH iFirm add-in.

Corrections

  • Assignment of write-on and write-off to resource is now correctly allocated to appropriate WIP entries when performed from the draft invoice.
  • The None option is now available in the Resource, Job Partner, Job Manager, Currently Responsible, Contact Partner, Contact Manager filters of the Jobs screen.
  • The Tax Reference No. column in the Contacts screen now displays the Social Insurance Number, Business Number or Account Number as applicable.
  • The Invoice breakdown by Job type report now displays the correct total.
  • The Invoice Summary Data export now shows the correct amount in the Tax and Invoice Total (Incl. Tax) columns for invoices on which you used the Add Line option.

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Enhancements - September 4, 2020

Core and Contacts

  • You can now use the Import Users functionality (Settings > Installation) to create your users in CCH iFirm. Once imported, their account will default to inactive. Note that, once you activate their account, users will automatically receive an e-mail prompting them to reset their password. This e-mail will include their username as well as a temporary password.

Jobs & Billing

  • The Invoice Summary Data export feature, available from the Export Data application in the left menu, has been updated to include the following columns: Billing Entity Business Number, Invoice Description, Invoice Message, Job Type Description, Job Owner, Currently Responsible, Tax Components, Pending Amount, and Payment Received.
  • The tabs By Resource & Activity and By Resource, Invoice, Client, Job & Activity of the Employee Realization report have been temporarily removed to investigate an issue.
  • A new dashboard widget, i.e., Currently Responsible, is now available. This widget displays the Top 10 Jobs for which the logged in user is currently responsible in addition to the following data: Job, Client, Target End Date & Job Status. You can click the See More Jobs link at the bottom of this widget to go to the Jobs page in which displays the filters applied based on the current selection in the dashboard’s widget. The jobs are ordered by target end dates, and the widget can be filtered by:
    • Currently Responsible;
    • Resource;
    • Firm Filters (i.e., Group1, Group 2);
    • Job Manager, Job Partner, Job Owner; and
    • Contact Manager, Contact Partner.
  • The following OData feeds have been updated to match latest enhancements done in related reports or data exports: WIPControl & WIPClientBreakdown. The AccountReceivableAged feed has also been updated to take into account the optional customized Ageing Periods, and Ageing Method. Data will now display as periods in the feed (“Current,” “Period1,” “Period2” to “Period10”). Therefore, make sure to update your Power BI query to correctly name those columns as required after the update.
  • The Target Start Date column of the Jobs Grid now displays, between parenthesis, the number of days to or preceding the date.
  • The default values in the Invoice Reminder section and the Charge interest field under the Accounts Receivable tab (Settings > Jobs and Billing > General Settings) will be set for QuickBooks Online contacts added to CCH iFirm.
  • The Contact Details report now allows you to include the value in the Send Invoice Reminder field in the report.
  • The new Timesheet approval feature allows your firm to have an approval level for billable time. With the addition of this approval level, billable timesheets must be approved by a user with the appropriate security role before they are added to WIP. For this release, the feature can be enabled on demand on your CCH iFirm site. This will be available to all firms with our fourth-quarter version. To get this feature enabled, e-mail to csupport@wolterskluwer.com.

Documents

  • From the Imports tab of the Documents page you now have the option to load a mapping file to speed up the mapping process of your imported files. The mapping file needs to be in .csv format and includes the following two columns headers:
    • Code – Which represents the CCH iFirm client code;
    • Directory – Which represents the directory or folder name that should be associated with the CCH iFirm contact.
  • The Documents add-in for Microsoft Outlook now uses a responsive design. The drill down to subfolders is now supported and you can also add tags to the e-mail saved in CCH iFirm Documents directly from the add-in.

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Enhancements - June 22, 2020

Jobs & Billing

  • You can now edit unallocated WIP entries in a more streamlined way with the new Correct WIP functionality accessible from Jobs & Billing > Correct WIP. From the Correct WIP screen, you will be able to change the date, resource, job code as well as the activity code for unallocated WIP entries. This will allow firms to drastically reduce the number of WIP transfers they have to make to move WIP from one job to the other. To view the new Correct WIP screen, you must have one of the following security roles: Correct WIP – View and Edit All WIP Entries or Correct WIP – View and Edit My WIP Entries.

  • The management of sales tax on your invoices just got easier. We have introduced some changes that allow you to specify a hierarchy of sales tax settings that flows to your client invoices. With those changes you will be able to set sales tax at the following levels:
  1. Default Tax Type at the firm level (existing feature);
  2. Contact;
  3. Activity and Disbursement codes.

The following rules will apply to assign the correct tax type to disbursements, activities, simple lines, opening WIP and transferred WIP, when generating invoices:

  • If the WIP entry is a disbursement or timesheet (activity), the system checks the disbursement or activity code to verify if a tax type is set.
  • If a tax type is set, that tax will be applied to the disbursement or timesheet (activity) entry.
  • If no tax type is set for the activity or disbursement code, the tax rate set in the Billing tab for the contact will apply.
  • If there is no tax rate specified for the contact, the default firm tax type will apply.

To assign a tax rate to a contact, navigate to the Billing tab of the Edit Contact screen. To do so, go to Contacts > All Contacts. In the page that displays, click the contact row to open its record then click Edit details > Billing where a new section called Tax rate displays two options. You can use a custom tax rate for a specific contact by selecting the applicable tax type from the drop-down menu.

Alternatively, you can specify a tax type to use for your contacts from the Tax Types settings according to their provincial mailing address (Settings > Jobs & Billing > Tax Types > Province). For example, in the settings, you could specify that the Québec tax type should apply to all clients whose postal address is in Québec.

To assign a specific tax type to any of your activity or disbursements codes, navigate to Settings > Jobs & Billing > Activity Codes or Disbursement Codes, select the desired code and, in the Edit Disbursement Code or Edit Activity Codes page, select a tax type from the Tax Type drop-down menu. Save the changes.

If specified, either the default tax type set at the firm level or the tax type set at the contact level will be used for simple lines, credit notes, opening WIP and transferred WIP.

Please note that existing invoices (draft and finalized) will not be impacted by this new feature. This new functionality will only be used for new invoices created after the 2020.20 version release.

  • The Employee Realization Report has been added to the Employee Reports section. This report can be used to determine the Realization % and Effective Rates of users for the selected period. Users must have the Reports - Employee Realization security role to view the report. Five tabs are available in this report to display the data grouped at different levels:
  • By Resource: Displays one line per user for the selected period.
  • By Resource & Job Type: Displays one line per user per job type for the selected period.
  • By Resource & Activity: Displays one line per user per activity (Time & Disbursement) for the selected period.
  • By Resource & Job: Displays one line per user per job for the selected period.
  • By Resource, Invoice, Client, Job & Activity: Displays one line per user per invoice broken-down at the activity level for the selected period.

The following columns are displayed in the report:

  • Resource: Users for whom data is displayed for the selected period. The None resource refers to any transaction not allocated to a specific user.
  • Hours: Total number of hours that relate to the WIP item.
  • WIP Amount: WIP transaction amount.
  • Write-on/off: Total amount adjusted as a write-on or write-off.
  • Allocated Write-On/Off: Amount adjusted as a write-on or write-off and allocated to the user.
  • Invoiced: Amount billed.
  • Effective Rate: Invoiced + Allocated Write-On/Off - Write-On/Off) / Hours.
  • Realization %: Invoiced / (Invoiced - Allocated Write-On/Off).
  • Code: Depending on the tab you are in, this column will display the Activity Code, Job Code or Client Code.
  • Job type.
  • WIP Item: Will display if the WIP item is a Timesheet, a Disbursement, an Opening WIP or a WIP Transfer.
  • Activity: Timesheet or Disbursement activity description.
  • Job: Job ID including a hyperlink that will open the Job Details page in a new tab in your browser when clicked.
  • Period Ended: Period ended date for the job.
  • Name: Client name.
  • Invoice Number: Invoice number including a hyperlink that will open the Invoice Details page in a new tab in your browser when clicked.
  • Date: Invoice Date.
  • Client: Client Code and Client Name concatenated in one string.
  • The Client Profitability Report now displays the Hours column as the first column in the report and will display the total hours that relate to the WIP amount.
  • Multi-select filters have been added to the advanced search filters of the Jobs grid (Jobs & Billing > Jobs). The following filters now allow you to select more than one item at a time in the list: Jobs Status, Job Type, Dynamic Fields, Resource, Job Partner, Job Manager, Job Owner, Currently Responsible, Group 1, Group 2, Contact Partner and Contact Manager.
  • The Select Columns feature can now be used to customize which columns to display in the Jobs grid and the Contacts grid. Columns can also be reordered from the Select Columns screen by dragging each line in the order of your choice.
    • The optional columns for the Jobs grid are: Job ID, Code, Hrs Worked, Current WIP, Disbursements, Total Budget, Total Invoice, Hrs Allocated, Hrs to Go, Target Start Date, Target End Date, Write On, Currently Responsible, Job Owner, Date Changed, Group 1 filter, Group 2 filter, Job Status, Job Create Date.
    • The optional columns for the Contacts grid are: Client Code, Entity, Partner, Manager, Group 1 filter, Group 2 filter, Tax Reference No., E-mail Address, Work Phone, Mobile.
  • To ensure consistent availability and performance for everyone, limits are now applied on frequency and hours for OData feed calls (Power BI). The frequency is now limited to one call per hour per feed and all calls will be blocked during peak day hours from 10:00 a.m. EST to 6:00 p.m. EST. Note that an error 429 will display in Power BI should a call be blocked because of one of the above reasons.
  • You now have the option to send invoice reminders to your client when an invoice payment is due or overdue.
  • If your firm would like to use invoice reminders, enable the functionality in Settings > Jobs & Billing > General Settings > Accounts Receivable. In the Invoice Reminder section, set the Send Invoice Reminder option to Yes. Set the frequency of the reminders and define the number of days that an invoice must be overdue before reminders are sent.

  • Update your e-mail template to match your preferences. Some suggested e-mail templates and steps to update the e-mail template are available in this Knowledge Base article.
  • Set the Send Invoice Reminder option to Yes for existing contacts for whom you want to send invoice reminders. It can also be done in bulk by updating the SendInvoiceReminder field via the Import Clients functionality.

Important notes:

  • The billing template used to generate invoices when a client clicks the link in the overdue invoices e-mail is the Default Invoice template set for the Billing Entity associated with the invoice. If you use an invoice template for a client other than the default template for the Billing Entity, you might want to disable invoice reminders for this specific client.
  • All overdue invoices for a client will be consolidated in one single e-mail (even if from multiple billing entities).
  • Users start date for the Hourly Chargeout Rates will now show the full date instead of only the month. However, the start date for existing entries will be the first day of the month.

Documents

  • Notes can now be added to documents. When the note is created, it can be assigned to a user and the Open or Resolved status as well as the Due date can be set. History of the notes added to a document will display in reverse chronological order. The status can be updated for existing notes by clicking the status hyperlink of the note you want to update. You can also filter documents with notes-related filters. When a document contains a note, a visual indicator (blue icon) will permanently display in the documents grid for this document.
  • Additional filter options have been added to the Client Documents tab (Documents > Client Documents). You can now filter on My Recent Files, Hide Archived Contacts, Contact Group, Contact(s), Open & Closed Jobs & Notes related filters.
  • The Firm Documents tab (Documents > Firm Documents) underwent various small enhancements.

Portal

  • You can now use the new Audit Trail tab of the Client Portal to view the following events by clicking the Filter button: Created, Downloaded, Restored from Recycle Bin, Sent from Documents, Renamed, Deleted, Copy, Uploaded, Moved to Recycle Bin, Cut and Paste.
  • The Portal Usage Report is now filtered by default to exclude empty portals. The Include Empty Portals option can now be used to display empty portals if required.
  • The Invite to portal dialog box now provides options to restrict access to view the My Details section, invite other people to the portal and view the My documents section while you are sending invitations. Check boxes will be selected by default. Also note that you can edit security permissions of existing subscribers from Contacts > Contact Details > Portal Subscribers > Edit Subscribers and by clicking the name of a subscriber (or from the Portal Details tab).
  • The Clients can invite others to portal option can be used to prevent portal subscribers from sending invitations to others from Settings > Portal > Portal Settings. The new setting is not selected by default for existing sites. Note that a new e-mail template called Portal User Invitation will be sent to firm users when a subscriber invites another subscriber to the portal. Some suggested e-mail templates and steps to update the e-mail template are available in this Knowledge Base article.
  • A registration notification e-mail will be sent to firm users when a subscriber accepts an invitation to the portal. You can customize the Portal Registration e-mail template from Settings > Firm Settings > E-mail Templates. Some suggested e-mail templates and steps to update the e-mail template are available in this Knowledge Base article.

Corrections:

The following problems have been corrected in this release:

  • The Invoiced and WIP Amount columns in the Job Profitability Report will now display the correct value for customers that exclude their disbursements in their invoices (Settings > Jobs & Billing > General Settings > Billing, then clear the Include disbursements in agreed fee check box).
  • Disbursements are now imported for contacts who have an apostrophe in their name.
  • The Grouped Aged Accounts Receivable Report now displays contacts in the By Contact Group and Billing Group tabs, as expected.

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Enhancements - March 9, 2020

Jobs & Billing

  • You now have the option to proportionally allocate write-ons and write-offs based on the amounts from the Add Write-off and Add Write-on dialog boxes accessible from the Jobs Details page. Note that this option is now selected by default. The option was already available from the Simple Amount Edit panel in the Change Amount dialog box available from the Draft Invoice page.

  • To help you save time when editing recurring jobs, a Change in bulk button has been added to the list of recurring jobs. This button allows you to edit certain fields in bulk. The following fields can be edited: Job Manager, Job Owner, Job Partner, and Firm Filters (Group 1 & Group 2).
  • You can now send payments linked to multiple contacts (Contacts>Groups) to QuickBooks Online in a single operation.

Documents

  • You can now search across all documents related to your contacts and their jobs in CCH iFirm from the new Client Documents tab (Documents > Client Documents). The default view of this screen will provide you with a list of all your CCH iFirm contacts. Clicking a contact from this screen will allow you to navigate to this contact’s folders and files. You can use the breadcrumb above the search bar to navigate back as you drill-down in the structure of folders back up to the Client Documents view. You can use the search bar to locate all files and folders related to your contacts and their jobs that contain a specific word in their name. Like in the other areas, you can still use the available filters and tags to narrow your search.

  • You can now store internal firm documents that do not relate to any Contacts or Jobs in the new Firm Documents tab (Documents > Firm Documents). The Documents - Firm Documents security role is required to view this tab. The default view includes the following folders based on the security roles assigned to your user: Internal Documents, HR Documents, User Documents. You can use the search bar to locate all files and folders stored in firm documents that contain a specific word in their name. Like in the other areas, you can still use the available filters and tags to narrow your search results.
    • The Internal Documents folder can be used to create your own folder structure for your firm documents. Users need to have the Documents - Internal Documents View security role to view documents stored in this folder and contributors need to have the Documents - Internal Documents View and Edit security role.
    • HR Documents can be used to store HR documents related to your staff. A folder is automatically created for each of your users and will be accessible only to users that have the Documents - HR Manager security role.
    • Each user of your firm can now have a private space in the Firm Documents area. Users are the only ones that can view the content of their own folders with the exception of users that have the Documents - User Folders Admin security role assigned to their profile.

Reminder: To edit the user security roles, on the Firm Applications menu, click Settings > Users, and select a user account to edit.

Note that the User Documents and HR Documents folders are optional and can be enabled by clicking Settings > Documents > Firm Documents.

  • The Documents Sync application has been modified not to open files with elevated privileges. As a result, this will reduce the User Account Control (UAC) prompts and improve the current workflow. This means that you can now drag-and-drop files from your workstation to CaseWare. Note that users installing CaseWare in a location different from the default installation path (C:\Program Files (x86)\CaseWare) will need to update the CaseWare Exe Location path by following the steps described in the Open CaseWare files from CCH iFirm Documents Article.

Portal

  • You can now perform searches using the title of a document to find files uploaded into a client portal with the Portal File Search feature available in the right-side panel of the screen. This search feature is currently only available in the firm interface.
  • You can now resend invitations to pending subscribers. If a client accidentally deleted the invitation, you can now resend it while the status is Pending, instead of waiting until the invitation has expired.
  • You can now easily rename any folders created within a portal. On the Documents tab, click the Rename button (depicted by a pencil) located on the row of the folder that you want to rename. Highlight the existing text, type the new folder name and press Enter. Note that the Rename button is not present for folders that are part of the default folder structure nor is it available for folders related to digital signature. As for folders that are part of the default structure, they may be renamed in the Portal settings.
  • The Portal Space Usage section, located on the Details tab of an opened client portal, now displays a graph showing how the portal space is distributed. The segments in the graph represent the folders that are created for that client.

Corrections

The following problems have been corrected in this release:

  • Columns were not correctly aligned in the Detailed Timesheet Selection from the Change Amount dialog box of the Draft Invoice screen in the French interface.
  • The red Payment Overdue warning was not displayed when opening Contact Details until you navigated from the Summary tab to another tab.
  • Invoices containing only simple lines were generating an error when sending the invoice to QuickBooks Online. Reminder: when sending to QuickBooks Online, lines from invoices created using the Add Simple Line option will be automatically assigned to the default QuickBooks Online product or service.
  • Invoice in advance amounts were not included in the WIP Control Data export report when using the Job with Detailed Resource level of detail. Invoice in advance amounts will now be assigned to the None resource in the report.
  • The Job Status could not be updated immediately after reopening a closed job from the Job Details screen.
  • The Save button in the WIP Transfer dialog box was unresponsive in the French interface in specific scenarios.

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Enhancements - December 3, 2019

Core and contacts

  • We are happy to introduce the new Manage Firm Subscription feature. This new feature allows you to control which user in your firm has access to which applications at a more granular level. Because of this change, your firm must ensure that the number of users on each application is aligned with the number of licenses indicated on your product subscription.
    For example, for a firm with a subscription to the Jobs & Billing (10 users) and Portal (8 users) applications it would mean that the firm can have 10 active users in CCH iFirm, 10 of which can be associated with a Jobs & Billing license but only 8 of which can be associated with a Portal license.
    If you encounter a situation like the above example i.e., where you have a different number of users for two or more applications after the product release, you have until Wednesday, December 4 at 10:00 p.m. EST to make any required adjustments. After that period, access to the applications will be denied for the ones that have more users than the number of licenses indicated on your subscription.
    To add to or remove from an application user licenses, access the new Manage Firm Subscription page (Settings > Manage Firm Subscription). To add to or remove from applications user accounts, access the Edit User page (Settings > Users). For more information about this functionality, consult the Learn about License Management topic. If you need assistance, or if you need to purchase additional licenses, contact your Sales Consultant or our Customer Support at 1-800-268-4522.
    .

Jobs & Billing

  • The client code has been added to the contact name between parenthesis in the list of timesheet entries of the My Timesheet page.
  • The Client Profitability report has been updated to include the WIP Amount, Realization % and Total due columns.
  • The Job Profitability report has been updated to include the WIP Amount and Realization %. columns. The By Individual Job tab of this report will now group jobs by client.
  • You can now export Invoice in Advance data from the Export Data application. This will allow you to reconcile the Invoice in Advance value under the Revenue Generated column of the Resource WIP & Billing report.
  • Accounts Receivable enhancements: you can now select the ageing period based on the transaction date. To change your preferred Ageing Method, select Due Date or Transaction Date from Settings > Jobs & Billing > General Settings > Accounts Receivables. Note that you can also edit the preferred method for each of your Billing Entities by accessing Settings > Jobs & Billing > Billing Entities.
  • You can now customize your ageing periods for Accounts Receivable. To change your Ageing Periods, enter the number of days that you would like to include in each aging interval, with up to 10 intervals available from Settings > Jobs & Billing > General Settings > Accounts Receivables. Note that you can also edit the periods for each of your Billing Entities by accessing Settings > Jobs & Billing > Billing Entities. Some pages and reports will only show up to five periods because of the limited space available. Note that new merge fields are available to support those additional periods on Statement Templates. The available merge fields are the following:
  • Current

    Period7

    Period5AndOver

    Period1

    Period8

    Period6AndOver

    Period2

    Period9

    Period7AndOver

    Period3

    Period2AndOver

    Period8AndOver

    Period4

    Period3AndOver

    Period9AndOver

    Period5

    Period4AndOver

    Period10AndOver

  • The templates Default Statement Aged have been updated to support the new ageing periods. If you display the age of accounts receivable on your statements and plan on customizing your Ageing Periods and/or use the Transaction Date ageing method, you need to review your statement with the new above-mentioned merge fields. For example, if you use the Due Date method and five Aged Periods plus the Current period (based on 20-day increments), your statement template should be set as follows:
  • Over 80 Days

    61-80 Days

    41-60 Days

    21-40 Days

    1-20 Days

    Current

    <<Period5And Over>>

    <<Period4>>

    <<Period3>>

    <<Period2>>

    <<Period1>>

    <<Current>>

  • A new statement-type option has been added, it allows you to create statement of accounts showing only outstanding items (Open items – Default Statement Aged), as opposed to the Balance Forward method currently available. You can edit the default option for the Statement Type per billing entity from Settings > Jobs & Billing > Billing Entities. You have the option to override this setting when sending statements from the Statement Options window.
    Before you start using the new Open item option, we strongly recommend that you review your Statement Template. This requires a new merge field called <<reference>>, which pulls the data entered under the Reference field in the Accounts Receivable application (e.g. the invoice number, payment reference, etc.) and displays data on the statement templates where applicable.
    To update your existing custom Statement Templates, if applicable, we recommend that you copy the body of the new Open Item - Default Statement Aged template and paste it over the body of your existing custom template.
  • .

  • The interest settings (Settings > Jobs & Billing > General Settings > Accounts Receivable) have been updated to allow for more flexibility. You can now manually set the Default Interest Period by entering the number of days from due date that should be used for calculating interest. You can also specify the Minimum Amount (balance) for the interest to apply. For example, if you enter 100, clients must carry balances of at least $100 past a certain time before interest is calculated.
    The Charge Interest and Don’t Charge Interest buttons have been replaced by a new setting that allows you to define the default option (Yes or No) to use for new clients. This new option prevents you from having to manually update this value for new contacts. As a result of this change, the Default Interest Rate and Default Interest Period fields will be updated to reflect your current settings. This also applies at the contact level.
    The Billing tab in the Contacts page has been updated to allow for more flexibility. You can now choose the periods from which interest is calculated for contacts and the Minimum Amount for the interest.
  • You can now add your contacts to a billing group. Billing groups are used in situations where a contact in a group owns the debt of other contacts (for Jobs & Billing), i.e., an entity that owns the debt of other entities. Select the main contact to invoice from a billing group. When completing jobs for multiple contacts that are members of a billing group, those jobs are combined on a single invoice and sent to the main client.
    A billing group is different from a contact group. In a billing group, the main client is your debtor. That contact owns the debt of all contacts in the billing group. A contact group is a list of clients who are related in some way, such as family members. Note that if you currently use contact groups to assist with billing multiple contacts on the same invoice, you can continue to do so. For more information consult the Add or edit a billing group topic.

Documents

  • You can now add tags (labels) to files stored in CCH iFirmDocuments. These tags can be used to keep your documents organized. They are like folders, however, unlike folders, you can apply more than one tag to a single document. To help you keep a standard tag structure, not all users can create them. The list of tags is managed at the firm level from Settings>Documents>Tags settings .
    To streamline the use of tags, some tags assignments were automated in the system. Documents stored within jobs are automatically tagged with the Job Type and documents stored in the To assign, Permanent & Contact Documents folders will also get tags of the same name.
    Tags can be added, edited and viewed from the Documents grid. Use the Tag: filter in our redesigned search bar to search those tags and apply a tag filter to help you search documents.
    You can now configure retention periods for files stored within CCH iFirm Documents. There are multiple layers where you can set the retention period in the system from Settings > Documents > Retention settings. The four standard levels are Permanent, Default Settings, Job Type and Tags. Any file associated with the Permanent tag either from automatic assignment in the Permanent folder or by manually adding it to the file will not expire. The retention date can also be manually overridden in the properties window of each files.
    Files are automatically moved to the Recycle Bin once the expired date is reached. Those files remain in the recycle bin where you can restore or delete them permanently. A scheduled task will remove files stored in the recycle bin based on the retention period defined for the default Purge Recycle Bin settings (Settings > Documents > Retention settings).

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