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How to set up the Assignment Billing Timetable to track a budget

Last modified 07:46, 24 Apr 2017
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If a practice wants to track budgets against actual figures, the practice:

  • enters monthly entries into the Assignment Billing Timetable on the Assignment Details Page: Main tab to reflect expected billing levels

  • customises their Home Page to include the Budget Variance Option to manage the budget variance information

  • use the Assignment Budget Variance Report available from CCH Reporter to compare the arbitrary fee analyses to the budgeted billing activity entered through the Assignment Billing Timetable.

Use of the functions is optional.

These steps explain how to set up the Assignment Billing Timetable.

  1. Open the client's assignment.
    The Assignment Details Page opens.

  2. Select the Main tab.

  3. In the Assignment Billing Timetable (located under Fixed Fee Type) enter the:

  • Date
    You can enter multiple dates and amounts for a processing period. The budget figures are added together for the period.

  • Amount
    This is the budget amount for the date entered. You can enter multiple dates and amounts for a processing period. The budget figures are added together for the period.

  • Comment
    This is a description of each amount entered.

  1. Click OK on the Main tab to save the information.

Note

To complete the setup to track budgets against actual figures, you need to also customise the Home Page with the Budget Variance Option.

Related Topics

How to customise your Home Page

Toolbox: Budget Variance

Assignment Details Page: Main tab

Toolbox

About Reports

 

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