CCH ProSystem fx Practice Management - Administrator

The CCH® ProSystem fx® Practice Management (Practice Management) Administrator course content focuses on the Administration and Accounts Receivable modules. By learning how to work with these modules, you can more efficiently manage Practice Management on a day-to-day basis.

Type: Single Client Training, Multi-Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management and Organization
Program/Course Level: Basic

Objectives

• Create and maintain clients, prospects, contacts, and affiliates
• Select a Lock Reconciliation Date and WIP Approval Date
• Configure Employee Alerts and Security Settings
• Complete year-end procedures
• Edit client information for multiple clients at once
• Post and correct WIP
• Enter, post, and correct A/R transactions
• Calculate and update finance charges
• Print A/R statements and Dunning letters