CCH® ProSystem fx® Workpaper Manager - Reviewer

Provide a thorough understanding of how to review workpapers using CCH ProSystem fx Workpaper Manager. Course includes hands on computer training.

Type: Single-Client Training
Who Should Attend: Sr. Mgmt responsible for reviewing workpapers in Engagement
Advanced Preparation: Yes
Prerequisites Required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Accounting
Program/Course Level: Basic

Objectives

• Navigate CCH ProSystem fx Workpaper Manager (including diagnostics)
• Send and receive documents through synchronization
• Use workpaper notes and sign-off tools
• Review with drill down TB link and quickview
• Use tickmarks and workpaper references
• Determine when to use locking and freeze
• Complete binders using the finalization wizard