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 and make corrections
• Make billing decisions
• Generate progress bill
• Create and edit invoices
• Review, finalize, and post invoices