TrainingTax & Accounting

CCH® ProSystem fx® Engagement - Grouping Chart of Accounts

Ongoing
Online

This course will provide introductory guidance on using Engagement's Account Grouping functionality to include grouping chart of accounts using various methods, modifying and sharing grouping lists, and best practices for managing grouping lists.

Type: eLearning
Who Should Attend: All new or experienced Pfx Engagement users, including staff, managers, partners and administrators
Advanced Preparation: None
Prerequisites Required: None
Field of study: Accounting
Program/Course Level: Basic

Objectives

  • Utilize Grouping lists to summarize account balances
  • Group Chart of Accounts
  • Modify Grouping List
  • Share Grouping Lists
Training
CCH® ProSystem fx® Engagement - Grouping Chart of Accounts
Online
Ongoing
CPE Credits: 1
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