TrainingTax & Accounting

CCH ProSystem fx Practice Management - Biller

Ongoing
Online or In-person

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
Training
CCH ProSystem fx Practice Management - Biller
Online or In-person
Ongoing
CPE Credits: 3
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1