CCH ProSystem fx Practice Management - Biller

Course content focuses on billing practices and features that help 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 up to date on the status and progress of client accounts is the fundamental philosophy that drives the course.

Type: Single client training, multi-client training
Advanced preparation: None
Prerequisites required: None
Field of study: Business management & organization
Program/course level: Basic

Objectives

• Bill related clients (client engagements) together.
• Generate a quick bill.
• Correct, analyze, select, and adjust WIP.
• Bill by category or project.
• Use billing agreements.
• Partial bill (apply a write up or write down to a specific WIP transaction).
• Format invoices.
• Generate a progress bill and fixed fee bills.
• Review billing decisions on-screen.
• Print and email invoices in a batch.