The following privileges are optional under Administration: Utilities
Run Administration utilities (Recalculate WIP/TE Rates and Create Expense Transaction for All Clients).
Batch Time Entry
Enter time for any employee. Time Exception List
Print a report of employees who have released less than a designated amount of hours. Lock Releasing of Time
Prevents employees from releasing time. Edit Released Time
Correct any released time. Time Edit List
Print an edit list of unreleased time for a given employee in a given time period. Update Time
Correct WIP Detail
Edit and change a posted WIP transaction. Delete WIP
Use Correct WIP to delete an incorrect WIP transaction. Correct WIP Projects
Enter or correct time associated with client projects. Transfer - Lump Sum WIP
Make a lump sum dollar transfer from one client to one or more clients in Administration. Client Setup
Add and edit client folders including staff assignments, general information, project assignments, etc.
Client Bill Rates
Set up billing rates for a client. Client Projects
Create and view client projects on the projects tab of the Client Tracking folder. Employees
Add and edit employee folders. This includes bill rates, cost to firm, personal information, skill level, vacation hours allotment, etc.
Employee - Internet Time Entry Setup
Access to the Employee Internet Time Entry Setup option on the navigation bar in Administration, where employees are given access to the Internet Time Entry feature. Service Codes
Add and edit service codes to be used by the firm in Time Entry. Office Setup
Enter, edit, and delete offices. Business Affiliate Setup
Add and edit business affiliates and contacts for your clients. Lead Setup
Add and edit leads. Other Setup
Add and edit list items such as bank accounts, departments, finance charges, etc. (See Lists/Other on the navigation bar in Administration.)
Custom Field Setup - Client/Lead
Add and edit client/lead custom fields on the navigation bar in Administration. Custom Field Setup - Employee
Add and edit employee custom fields on the navigation bar in Administration. Custom Field Setup - Project
Add and edit project custom fields on the navigation bar in Administration. Custom Field Setup - Referral
Add and edit referral custom fields on the navigation bar in Administration. Custom Field Setup - Business Affiliate
Add and edit business affiliate custom fields on the navigation bar in Administration. Firm Setup and Invoice Formats
Set up the firm preferences and the invoice formats, including billing methods, payment distribution methods, archiving invoices, and the firm’s preferred invoice format. Lock Reconciliation Date
Force Post Date of Invoice to Equal Final Print Date
Disable the Accounting Period for Posting date in Update Invoices and force the post date of invoices to be the same as the final print date.
Allow Corrections Before Lock Reconciliation Date
Rights to make corrections to invoices, reverse billings, time entries (Correct WIP), and A/R (Correct A/R) dated before the lock reconciliation date.
Allow Rate and Amount Corrections Before Lock Reconciliation Date
Rights to modify the rate or amount of a WIP transaction (Correct WIP) dated on or before the lock reconciliation date.
Set WIP Approval Date
Approve WIP for billing through a specified date; the date entered here defaults as the "Bill Through Date" in Billing.
Year End Procedures
Roll all transactions to the new year. Alert Setup
Set up the alert assignments and alert conditions. CPA Accounting Client Master Setup
Access to CCH ProSystem fx CPA Accounting Master Client Setup which links the client address entered in with the client address for clients in other CCH ProSystem fx CPA Accounting
products. GL Interface
Set Up Options for the Export to CCH ProSystem fx Write-Up or CPAClient Write-Up and the Export Month End Update which exports the journal entries.
Disable Logins
Rights to restrict employees from logging into the software through View Active Processes.
Billing and Invoicing Privileges
The following privileges are optional under Billing and Invoicing: Override Expense Exclusions
Override the firm preference to exclude expenses from billing write-up/downs when using employee Bill amounts.
Billing Worksheets
Print a billing worksheet for review. Billing and Invoicing
Bill WIP, generate, edit, and print invoices. Billing includes write-ups and write-downs. Print Final Invoices
Print final invoices for clients. Billing Edit List
Print an edit list of transactions being billed. Update Billing
Relieve WIP and post it to A/R. Reverse Billings
Reverse bills so that transactions are recovered as WIP. Notes to Reviewer
Enter or edit notes to review on the Billing Recap. Correct WIP
Edit and change a posted WIP transaction. Correct WIP - Projects
Enter or correct time associated with client projects. Transfer - Lump Sum WIP
Make a lump sum dollar transfer of WIP from one client to one or more clients in Billing.
Invoice Review Status Change
The following privileges control access to the five invoice review status options in Billing and Invoicing. Note that Reviewed Status 5 is listed at the top and that Reviewed Status 1 is listed last. Staff members assigned to the top status (Reviewed Status 5) have security for all five levels. Staff members assigned to Status 3 do not have security for levels 4 and 5. Staff members assigned to Status 1 do not have security for any other level. Firm-defined labels for these status levels can be set in Administration/Firm/Invoice Formats.
Reviewed Status 5
Security for all five reviewed status levels. Reviewed Status 4
Security for reviewed status levels 1 through 4. Reviewed Status 3
Security for reviewed status levels 1 through 3. Reviewed Status 2
Security for reviewed status levels 1 through 2. Reviewed Status 1
Security for reviewed status level 1 only.
Reporting Privileges
The following privileges are optional under Reporting: Clients
Run client-based reports. Employees
Run employee-based reports. Service Code
Run service code-based reports. Marketing
Run marketing-based reports. Due Dates
Run project-based reports. Schedules
Run scheduling reports. Projects
Run reports related to project tracking status. Archived Invoices
View and print archived invoices. On Screen Look
View MTD hours for any given employee. Enable Processing Queues on My Workstation
Allow print queue processing on this workstation. Show Cost on Billing Worksheet
Show the hourly cost to the firm to employ someone with this skill level on the Billing Worksheet. The employee cost is entered on the Billing Rates tab of the Employee folder.
Show Cost on Employee Time Analysis Report
Show the hourly cost to the firm to employ someone with this skill level on the Employee Time Analysis Report. The employee cost is entered on the Billing Rates tab of the Employee folder. Custom Library
Allow access to the Custom Library add-on.
Report Writer
Report Writer - Setup
Create reports using the report writer. Report Writer - Delete
Delete existing report writer reports.
Accounts Receivable Privileges
The following privileges are optional under Accounts Receivable: Enter Payments
Enter client payments. Print Deposit Slip
Set up and print deposit slip for bank deposits. Update AR
Post A/R transactions. Calculate Finance Charge
Calculate finance charges on client accounts. Print Statements
Print client statements. Dunning Letters
Print overdue notices for client accounts. Apply Later Distribution
Apply payments to Later Distribution, where they can be held and applied to an invoice at a later date.
Correct AR
Void an AR entry, transfer the entry to a different client, or redistribute an AR entry to a different invoice.
Lookup AR
Lookup the AR history for a client. A/R Entry Notes
Enter and edit accounts receivable notes associated with payments and AR entries. Load Beginning Balances
Load the beginning AR balance for a client.
Staff Time Privileges
The following privileges are optional under Staff Time Privileges: Staff Time Entry
Bill Manager Alert
Client Credit Limits
View the total WIP and AR produced and the limits entered for each client. Key Indicators – Firm Management Report
View and print firm management information applicable to partners only and view the Firm Dashboard.
Key Indicators – Employee Management Report
View and print employee management information applicable to partners only. MTD Calendar Time Notification
Enable calendar pop-ups designed to remind employees to enter and/or release their time.
Time Entry Real Time Update Mode
Real Time Update Mode Changes the employee to Real Time Update mode in Time Entry, where time will be released and posted in one step by the employee when clicking the Real Time Release button.
Time Entry – Project Based Entry
Project Based Time Entry is an alternate time entry method, allowing you to enter the project before entering the service code for the transaction.
Allow override of service codes
Allow employee to override the linked service codes for any project in Project Based Time Entry.
Appointment Manager Privileges
View Appointments of Other Users
Allow the employee to view appointments of other employees, by selecting Change Employee on the Appointments window.
Change Appointments of Other Users
Allow the employee to view and edit the appointments of another employee. Include Project Due Dates
Allow the employee to view the projects that they have been assigned on the Due Dates Projects tab of the Appointment Manager.