FormationFiscalité et comptabilité

CCH ProSystem fx Practice Management - End User

Ongoing
Online or In-person

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
Formation
CCH ProSystem fx Practice Management - End User
Online or In-person
Ongoing
CPE Credits: 2
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1
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