CCH ProSystem fx Practice Management - Biller (Currently Unavailable)
Registration closed on March 4, 2025 at 3:00am Pacific Time
Date: Wednesday, March 5, 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 features that help to ensure timely, profitable billing. Having WIP, prior invoice and A/R information at your fingertips saves time and money. Keeping management up to date on the status and progress of client accounts is the fundamental philosophy that drives the course.
This course is excluded from all subscription packages.
Who Should Attend
All staff that select clients to bill, make billing decisions, correct or transfer WIP, generate, format, or process invoices, and review and approve bills.
Learning Objectives
- Select clients to bill
- Bill related clients (client engagements) together
- Generate a Quick Bill
- Correct WIP
- Analyze, Select and Adjust WIP
- Bill by Category or project
- Use Billing Agreements
- Partial Bill (apply a write up or write down to a specific WIP transaction)
- Format invoices
- Generate a Progress Bill
- Generate Fixed Fee Bills
- Review billing decisions on-screen
- Print or email invoices in a batch
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Business Management & Organization (3 hours)
Program Prerequisites
None
Advance Preparation
None
