CCH ProSystem fx Practice Management - End User

Course content focuses on the key features that all employees use when entering time and expense transactions, updating the status of a project and finding client contact information. The course content also includes a thorough overview of the Practice Management Dashboard. All of these features are designed to make sure that management has the most up–to–date information to make decisions.

Type: Single Client Training, Multi-Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management & Organization
Program/Course Level: Basic

Objectives

• Enter billable time or expense transactions in 30 seconds or less
• Enter nonbillable time, expense, CPE and marketing transactions
• Update project status when entering time and expenses
• Review, edit and release time and expense transactions
• Generate a reimbursable expense report
• Manage and review personal due dates
• Review summary or detailed timesheet history
• Monitor client and project alerts
• Look up client information
• Use the Firm, Employee, Client, Projects and Resource Dashboards