CCH® Fixed Assets Manager - Importing Workshop

This course is designed to provide users guidance on the types of import files and required import fields. During this workshop, a consultant will review the users’ import files and identify modifications needed to make the file import-ready in addition to helping the user import files.

Type: Single-Client Training
Who should attend: Staff who will work with CCH® Fixed Assets Manager.
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: CCH® Fixed Assets Manager Reporting and Utilities Training
Field of study: Tax
Program/course level: Basic

Objectives

• Identification of required and optional fields in the import file
• Customized guidance for different types of imports
• Review of customer import files and identification of modifications needed for import
• Hands-on assistance with file imports