Your time is valuable and it is important that you are able to access your client’s Work-In-Progress (WIP) and Accounts Receivable (AR) balances quickly to make billing decisions. That is why we have added four new optimized CCH Axcess Reports to the Firm Library. These optimized reports are faster and easier to configure than the standard reports since it provides the most popular options, settings, filters and groupings. If you do need additional customization, the standard reports are still available.
Where to Find the Reports
You can find the new optimized CCH Axcess reports in the Firm Library with Optimized in the report type column. You will likely want to copy from the Firm Library to the My Reports or Shared Library to customize the name, filters, and groups as you want. Find below the available Optimized Reports. For more information, see the report help, which defines all options and available filter, group, and sort options.
Optimized AR Aging Report
The Optimized AR Aging report has an improved layout and use of space on the paper if printed. This is comparable to the standard report with details hidden and fewer buckets displayed. The most noticeable part is that the report is much easier to read and prints in fewer pages. There is also no minimum WIP or AR balances in order to show the client on the report. You can find additional information on the AR Aging Help page.
Optimized Billing Worksheet by Project
The Optimized Billing Worksheet by Project is configured to run the way most firms use the standard report: showing only clients with unbilled WIP, showing only billable WIP, and only unbilled transactions. It also includes client activity, invoice history (with invoice title and review note) and summarizes by staff. You can find additional information on the Billing Worksheet by Project Help page.
Optimized Billing Worksheet by Service Code
The Optimized Billing Worksheet by Service Code static settings are configured to run similarly to the Billing Worksheet by Project: showing only clients with unbilled WIP, showing only billable WIP, and only unbilled. It too includes client activity, invoice history (with invoice title and review note) and summarizes by staff. You can find additional information on the Billing Worksheet by Service Code Help page.
Optimized WIP/AR Aging
The Optimized WIP/AR Aging will show clients that have a balance with the current date as the cutoff date. Unlike the standard report, there is no minimum AR or WIP balance in order to show the client on the report. You can find additional information on the WIP/AR Aging Help page.