CCH Axcess Practice - Biller

The Practice Biller course content focuses on efficient billing practices and features to ensure timely, profitable billing. We follow the philosophy that having WIP, prior invoice, and A/R information at your fingertips saves time and money. Keeping management updated on the status and progress of client accounts is the fundamental concept that drives our session objectives.

Type: Single Client Training
Advanced preparation: None
Prerequisites required: None
Field of study: Business Management & Organization
Program/course Level: Basic

Objectives

• Select clients to bill.
• Analyze client WIP.
• Make billing decisions.
• Generate progress bill.
• Create and edit invoices.
• Review, finalize, and post invoices.