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