FormaçãoTax & Accounting
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
Contact Us for Private Client Training
Call: 800-739-9998, option 1