TrainingTax & Accounting

CCH® ProSystem fx® Workpaper Manager - Fund Reporting

Online or In-person

Learn how to setup and manage Governmental and Not-for-Profit trial balance data and financial statements. Course includes hands-on computer training.

Type: Single Client Training
Who Should Attend: Individuals involved in the preparation of Governmental and Not-for-Profit financial statements
Advanced Preparation: No
Prerequisites Required: Yes
Prerequisites: Training I (AA)
Field of study: Accounting
Program/Course Level: Basic


  • Manage multiple funds for Governmental and Not-for-Profit entities
  • Create and customize a Fund Trial Balance database
  • Import fund and trial balance data
  • Create and modify trial balance links within the Fund Financial Statements
  • Create and modify Fund Journal Entry and Trial Balance Reports
  • Understand the inter-relation of workpapers in the template
CCH® ProSystem fx® Workpaper Manager - Fund Reporting
Online or In-person
CPE Credits: 6
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1