TrainingTax & Accounting

CCH® ProSystem fx® Engagement - Linking Financial Statements and Workpapers

Ongoing
Online or In-person

This course will cover topics related to linking workpapers and financial statements in Engagement. The course is designed as introductory course on how to using Engagement and Microsoft® Excel® functions to link Microsoft® Excel® and Word documents, to include Financial Statements and Notes to the Financial Statements.

Type: eLearning
Who Should Attend: Accountants and auditors responsible for preparing workpapers and financial statements
Advanced Preparation: None
Prerequisites Required: None
Field of study: Accounting
Program/Course Level: Basic

Objectives

  • Understand the benefits inserting links into workpapers
  • Insert Name and Date functions
  • Insert Trial Balance links using Copy TB Link/Paste TB Link and Insert TB Link functions
  • Understand the key parameters of a Trial Balance link
  • Use other Engagement and Excel® functions
Training
CCH® ProSystem fx® Engagement - Linking Financial Statements and Workpapers
Online or In-person
Ongoing
CPE Credits: N/A
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1