TrainingTax & Accounting
CCH® ProSystem fx® Workpaper Manager - Fund Reporting
Ongoing
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
Objectives
- 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
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1