TrainingTax & Accounting

CCH Axcess Practice - Administrator - eLearning

Ongoing
Online or In-person

This course focuses on administrative features of CCH Axcess™ Practice. In this interactive eLearning course, you will learn the administrative features of CCH Axcess Practice necessary for you to conduct the day-to-day processes of the program, enter and track accounts receivable activity accurately and efficiently, and use standard reports and grid views to track information throughout the program.

Type: eLearning
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management & Organization
Program/Course Level: Beginner

Objectives

  • Understand self-posting of time transaction vs. review and post
  • Enter time and expenses on behalf of employees
  • Create Time Capture views
  • Set the Reconciliation Date and process the fiscal year end
  • Set firm-wide billing options
  • Print, post, and reverse invoices
  • Enter, post, and correct accounts receivable (AR) transactions and print AR statements
  • Manage clients in the Client Manager
  • Edit invoice and statement headers and footers
  • Create invoice paragraphs and custom invoice templates
  • Set report options for standard reports
  • Customize views to generate on-screen reports In this module, you will cover working with administrative functions in time capture, using time capture views and tools.
Training
CCH Axcess Practice - Administrator - eLearning
Online or In-person
Ongoing
CPE Credits: 2
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