CCH Axcess Practice - Administrator - eLearning

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.