CCH ProSystem fx Practice Management - Administrator (Currently Unavailable)
Registration will close on June 16, 2025 at 3:00am Pacific Time
Date: Tuesday, June 17, 2025
Instructor: PCS Instructor
| Begin Time: |
8:00am Pacific Time
9:00am Mountain Time
10:00am Central Time
11:00am Eastern Time |
| CPE Credit: |
3 hours for CPAs |
|
The course focuses on the key features in the Administration and Accounts Receivable modules including creating new clients and prospects, administrative activities and utilities, entering and posting A/R transactions and processing A/R statements. By learning how to work properly within these modules, you can better manage the program on a day-to-day basis.
This course is excluded from all subscription packages.
Who Should Attend
Staff responsible for managing day–to–day operations in Practice Management
Learning Objectives
- Create new clients and prospects
- Create custom fields
- Maintain up to date client contact information
- Select a Lock Reconciliation Date and WIP Approval Date
- Determine Security Settings for employees
- Setup Alerts for assigned employees
- Complete Year End Procedures
- Use the Administrative Utilities
- Edit client information for multiple clients at once
- Use Batch Time Entry
- Lock releasing of time
- Edit and update released time
- Correct WIP and update invoices
- Enter and update A/R transactions
- Search A/R and transaction notes
- Apply Later Distribution transactions to invoices
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Business Management & Organization (3 hours)
Program Prerequisites
None
Advance Preparation
None
